Order Management and Billing Analyst

Tricentis•Atlanta, GA

2d•Hybrid

About The Position

In our high-growth, execution-focused software company, we’re looking for an individual to join our team as an analyst on the Billing and Order Management team. This role will be responsible for ensuring accurate customer onboarding, order processing, invoicing and collections. The ideal candidate can navigate both high-volume and high-profile customers and address their procurement requirements and supplier portals. This role will collaborate with colleagues across product, sales, and finance to support a collaborative environment and drive accurate order management and collections. Required to attend the Atlanta office (3424 Peachtree Rd NE) in-person three times per week (Friday mandatory).

Requirements

Bachelor’s degree in Accounting, Finance, or a related field, or equivalent experience.
2+ years of work experience in Billing, Order Management, or a similar role.
Highly organized, efficient with strong attention to detail.
Excellent work ethic, self-aware, transparent, and open to feedback.
Quantitative analysis of financial metrics for bookings and reporting.
Ability to multitask and prioritize at times of high volume and multiple deadlines.
Strong quantitative skills and proficient in Microsoft Office, especially Excel.
Experience with Salesforce and NetSuite/SAP order processing required.
Demonstrates initiative and critical problem-solving skills.

Responsibilities

Follow best practices and policies in setting up new customers, contracts and renewals based on executed sales orders and invoice accurately.
Ensure accurate records in the accounting system (SAP Public Cloud) based on sales orders from the CRM system (Salesforce).
Follow customer invoicing requirements including purchase orders and supplier portals to ensure timely processing and payments.
Maintain precise records in the CRM system (Salesforce) for reporting annual recurring revenue (ARR) and bookings results.
Assist with customer onboarding by setting up purchase orders and supplier portals to ensure timely processing and payments.
Promptly and courteously address external and internal customer queries, requests, and documentation.
Collaborate professionally with key stakeholders, particularly the Deal Desk, to ensure orders align with customer expectations.
Analyze AR reports to prioritize collections and identify root causes.
Research systems, portals, and contracts to resolve unpaid invoices.