Order Management Manager

Quickbase · Boston, MA

Company

Quickbase

Location

Boston, MA

Type

Full Time

Job Description

Position Overview:

The Order Management Manager will report directly to the Director of Revenue Operations and is a critical member of the Quote-to-Cash (Q2C) Team. The Order Management Manager will act as a key partner to the business, working closely with the Sales, Deal Desk and Legal teams to help structure and review deals to optimize favorable sales and revenue treatment. The Order Management Manager will own the monthly team reporting. As a key representative from Finance, this role will also have significant cross functional interaction with Sales, GTM, Marketing and other functional areas as part of the new product introduction process. This holds an opportunity for you to optimize and document Order Management related policies and procedures.

Responsibilities:

  • Ensure Team performs a detail-oriented review of quotes and order forms to ensure accuracy and compliance with Company Bookings and revenue recognition policies daily
  • Perform month-end Quote-to-Cash Reporting package and provide actionable metrics
  • Manage the team by metrics and prepare Order Management Salesforce Dashboard 
  • Monitor and analyze team metrics for proper allocation of time and effort and to ensure quality standards are maintained
  • Propose and implement solutions to Order Management process gaps or obstacles to improve controls and procedures.
  • Lead Order Management Team and support them with any needed trainings for development and provide performance appraisals
  • Assist and support the Director of Revenue Operations on an ad hoc basis 
  • Must posess an understanding of policies, processes and systems relating to order fulfilment and invoicing
  • Provide overall Order Management expertise to the internal operational teams for tool changes, requirement gathering and testing of new product offerings 

Qualifications:

  • Bachelor's degree in Business required
  • At least 3 years relevant experience in Order Management, preferably in a SaaS company environment 
  • Experience designing and implementing process improvements 
  • Demonstrated ability to consistently work within strict timeframes and meet deadlines
  • Strong communication skills and desire to work cross-functionally to achieve common goals
  • Attention to detail and ability to produce accurate, timely work product
  • Highly proficiency in Salesforce and Excel
  • Experience with Billing Platform or similar billing platforms
  • Experience with revenue recognition systems (RevPro, RevStream, etc) preferred by not required

Behavioral and Interpersonal:

  • Collaborative team player with high standards and ethics

  • Ability to prioritize and multi-task in a face paced environment and manage several tasks simultaneously

  • Strong organizational and problem-solving skills

  • Ability to engage with stakeholders in the contracting process in a professional and respectful manner, working with them on solutions or upholding policy as necessary

  • Ability to work independently and make judgment-based decisions with a good sense for when escalation and additional communication may be necessary

  • Independent, self-starter wiling to think outside of the box and influence change and to be proactive on implementing process improvements

  • Desire to work in a high growth, fast-paced and constantly evolving environment









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Date Posted

10/28/2023

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