Order Management Analyst

EgnyteMountain View, CA
Hybrid

About The Position

The Order Management team serves as the vital bridge between a finalized contract and a realized customer relationship. In this role, you will orchestrate the end-to-end order to provision process, ensuring that every agreement is translated into a precise, high-integrity account setup. By harmonizing complex billing requirements with technical provisioning, you safeguard our revenue streams and provide the foundation for long-term customer success. As a cross-functional liaison, you will collaborate with Sales, Operations, Legal, and Finance to resolve nuances in deal structures, directly impacting our ability to recognize revenue and scale with operational excellence.

Requirements

  • 5+ years of relevant Order Management, Sales Operations, Revenue Operations, Deal Desk or Accounting experience preferred
  • Bachelor’s degree in business, Finance, or a related field preferred.
  • Proficiency in Excel (including pivot tables, lookup formulas, and data validation) a plus
  • Strong working knowledge of Salesforce; experience with Salesforce Billing is preferred, other ERP systems a plus
  • Detail-oriented with strong problem-solving and analytical skills
  • Excellent time management and multitasking abilities
  • Clear communicator with the ability to work independently and cross-functionally

Responsibilities

  • Manage the end-to-end order ecosystem by reviewing quotes, validating purchase orders and contract terms against internal policies to execute high-volume transactions—including orders, credits, and cancellations, with 100% accuracy for downstream billing and revenue recognition.
  • Govern the entitlement lifecycle for direct and partner accounts, ensuring customers are deployed on the correct subscription plans, terms and features as dictated by customer contracts.
  • Partner with Order Operations leadership to refine internal workflows, cultivating operational excellence required to scale global business growth.
  • Act as the primary POC for order-related discrepancies, driving resolution across Deal Desk, Business Operations, Sales and Technical Teams.
  • Support Sales Reps by creating/updating accounts and providing urgent responses to Slack inquiries to maintain deal momentum and customer escalations.
  • Participate in ad-hoc projects as needed by manager.

Benefits

  • Competitive salaries and comprehensive benefits
  • Flexible hours and generous time off (RTO, Responsible Time Off) to help support your work-life balance
  • Paid holidays and sick time
  • 401(k) with company match
  • Health Savings Account (HSA) with a generous employer contribution and Flexible Spending Account (FSA) options
  • Up to 12wks of paid Parental and 10wks Adoption Leave to help you grow your family
  • Modern and collaborative offices located in Draper, UT; Raleigh, NC; Mountain View, CA; Reading, England, and Poznan, Poland
  • Gym, cell phone, and internet reimbursement
  • Free well-being apps such as Spring Health for Guardian are offered, as well access to our Employee Assistance Program (EAP)
  • Perks include discounted pet insurance, electronics, theme park tickets, travel, plus more
  • Your own Egnyte account with lifetime access
  • HealthJoy – a benefits navigation app that lets you access your benefits and get answers to your questions all in one place
  • One Medical virtual care, providing you with healthcare access across the country
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