Order to Cash Analyst

Tricentis•Atlanta, GA

1d•Hybrid

About The Position

Join Tricentis’s Finance team and take ownership of critical activities across the Order-to-Cash lifecycle, from customer orders and invoicing through collections. Work across Salesforce and the company’s ERP environment to keep orders moving, invoices accurate, and payments on track. Partner with Sales, Deal Desk, Finance, customers, and other stakeholders to manage requirements, identify issues early, and keep transactions moving. This is a fast-moving role, particularly during month-end and quarter-end. Success requires attention to detail, the ability to manage multiple priorities, and accuracy during periods of high volume. The role requires working from the Atlanta office three days per week, including Fridays. The first 30 days involve learning the Order-to-Cash process, systems, controls, and customer requirements, then beginning to process orders and invoices with support. By 90 days, the analyst is expected to independently process standard orders and invoices, manage assigned collection activities, recognize exceptions, and communicate effectively with customers and business partners. Over time, the analyst will own an assigned Order-to-Cash workload, maintain high accuracy, navigate month-end and quarter-end volume, identify issues before they delay invoicing or payment, and become a trusted partner to colleagues.

Requirements

At least 2 years of experience working in billing, collections, order management, accounts receivable, or Order to Cash.
Hands-on experience managing billing and collection activities.
Experience working in Salesforce and CPQ workflows.
Experience processing orders, invoices, or receivables through an ERP or financial system.
Strong Excel skills, including VLOOKUP/XLOOKUP, grouping data, matching customer records, reconciling information, and manipulating datasets to investigate discrepancies.
A track record of producing accurate work where details matter.
Ability to organize and prioritize competing demands in a high-volume environment.
Clear written and verbal communication with customers and internal stakeholders.
Judgment to recognize an exception, investigate the underlying information, and escalate it to the appropriate person.
A bachelor’s degree in Accounting, Finance, Business, or a related field, or equivalent professional experience.
Must be authorized to work in the U.S. without current or future employer sponsorship.
Candidates must not be listed on applicable government restricted party lists and must certify that employment would not violate sanctions or export control regulations.

Nice To Haves

Experience with SAP S/4HANA, SAP Public Cloud, NetSuite, or a similar ERP.
Experience in a public software or SaaS environment.
Experience managing customer supplier portals and purchase-order requirements.
Experience working through month-end and quarter-end Order-to-Cash cycles.

Responsibilities

Own customer orders from booking through invoicing and collection.
Process new orders, contracts, and renewals accurately and on time.
Generate invoices aligned with contract terms, purchase orders, and customer billing requirements.
Manage collections by reviewing outstanding receivables and following up on unpaid invoices.
Navigate customer procurement processes, supplier portals, purchase orders, and billing documentation.
Maintain accurate customer, order, ARR, bookings, and billing data across Salesforce and the ERP environment.
Reconcile information across systems and investigate discrepancies before they affect invoicing or payment.
Prioritize a high volume of orders, invoices, emails, and customer requests during month-end and quarter-end.
Identify and escalate exceptions with the information Finance and business partners need to act.
Communicate directly with customers and internal stakeholders to resolve questions and keep transactions moving.
Partner with Deal Desk, Sales, Finance, and other teams across the Order-to-Cash process.