Order to Cash Analyst

Tricentis•Atlanta, GA

6h•Hybrid

About The Position

Join Tricentis’s Finance team and take ownership of activities across the Order-to-Cash lifecycle, from customer orders and invoicing through collections. The role works across Salesforce and an ERP environment and partners with Sales, Deal Desk, Finance, customers, and other teams to manage requirements, identify issues early, and keep transactions moving. The work moves quickly, particularly during month-end and quarter-end, and requires attention to detail, prioritization, and accuracy during high-volume periods. The role requires working from the Atlanta office three days per week, including Fridays. The first 30 days focus on learning the Order-to-Cash process, systems, controls, and customer requirements, and 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. As the analyst grows in the role, they will own their assigned workload accurately, navigate month-end and quarter-end volume, identify issues before they delay invoicing or payment, and become a trusted partner to colleagues. Applicants 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 comply with sanctions and export control regulations.

Requirements

At least 2 years of experience 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.
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 exceptions, investigate underlying information, and escalate to the right person.
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.
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.
Review outstanding receivables and follow 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 high volumes of orders, invoices, emails, and customer requests during month-end and quarter-end.
Identify and escalate exceptions with information Finance and business partners need to act.
Communicate 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.