Order Operations Manager
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Job Description
Order Operations Manager focused on managing revenue processes for procurement platform Zip. Collaborating across Sales, Finance, Legal, and Deal Desk for accurate order booking and billing.
Responsibilities:
- Review and book sales orders and contracts for accuracy, completeness, and compliance with internal booking policies.
- Manage the conversion of closed-won opportunities into accurate billing schedules and revenue recognition events.
- Serve as the primary point of escalation for Sales and Deal Desk regarding order booking nuances, credit memos, and complex deal structures.
- Ensure a seamless handoff between Sales and Finance, minimizing billing disputes and maximizing data integrity.
- Own the integrity of core subscription and revenue data (including ARR, subscription and product-based reporting) to maintain a single source of truth for our financial and product-based reporting.
- Be a primary CPQ power-user and contribute toward successful reimplementations and enhancements using an “automation-first” mindset.
- Partner with Revenue Operations to maintain the product catalog, pricing rules, and discount approval workflows within Salesforce/CPQ.
- Proactively audit the current booking and billing lifecycle to identify bottlenecks and manual workarounds.
- Drive business process improvements and initiatives, support best practices efforts in the Quote-to-Cash and Revenue processes (including adhoc projects as needed).
- Document existing processes for internal and business-wide enablement and advise new hire cohorts as part of regular hosted onboarding sessions.
Requirements:
- 5+ years of experience in Order Operations, Revenue Operations or a similar role, preferably at a high-growth SaaS company.
- Strong understanding of order management processes and systems, with a deep expertise in SalesForce and other modern CPQ tools.
- Extensive experience with Enterprise deal structures ensuring adherence to existing bookings policy.
- Ability to lead projects cross-functionally that will drive transformations across our order-to-cash process.
- Experience with CSP Marketplaces
- Able to work efficiently and handle large booking volumes in line with month and quarter-end deadlines.
- A deep understanding as to how dependent objects, fields and flows work in Salesforce.
- Experience with CSP Marketplaces is a plus.
- Excellent analytical and problem-solving skills, with meticulous attention to detail.
- Concise communication and strong interpersonal skills, with a strong customer-centric approach.
Benefits:
- Start-up equity
- Full health, vision & dental coverage
- Team building events
- Flexible PTO
- Apple equipment plus home office budget
- 401k plan
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