Order Management Analyst

August 1

🏡 Remote – New York

Apply Now
Logo of FloQast

FloQast

FloQast delivers workflow automation created by accountants for accountants.

Accounting • SaaS • Internet • Closing Software • Reconciliations

501 - 1000

💰 $110M Series D on 2021-07

Description

• Review and approve CPQ quotes to ensure they align with company policies and objectives • Audit all new and existing customer orders submitted for booking by Sales Teams • Perform financial, commission, and sales data quality checks in Salesforce for each opportunity and quote to ensure all records meet booking requirements • Identify and address incorrect metrics and information according to business requirements • Serve as the “first and last line of defense” beginning from quote creation to booking in Salesforce • Collaborate with RevOps teammates to address booking issues and to identify areas for improvement across the systems and business • Complete assigned Salesforce cases submitted by Salesforce end users • Any other tasks that may be assigned to help the company meet its goals

Requirements

• 2-3 years of experience in a deal desk, finance, contracts, sales operations, or revenue role; software/SaaS experience required; • Experience with Salesforce and CPQ Prior experience with CPQ is required • Readily available during the end of the month/quarter • Detail-oriented and analytical thinking • Strong listening, analytic and organizational skills • Operational mindset and approach to work • Willingness and eagerness to learn with a team player attitude • Flexibility and ability to work and adapt to change in a fast-paced environment

Apply Now
Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or lior@techjobsnewyorkcity.com