Order to Cash Analyst
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 ERP environment to keep orders moving, invoices accurate, and payments on track. Partner with Sales, Deal Desk, Finance, customers, and other teams to manage requirements, identify issues early, and keep transactions moving. The role moves quickly, particularly during month-end and quarter-end, and requires managing details and multiple priorities while delivering accurate work during periods of high volume. The position requires working from the Atlanta office three days per week, including Fridays.
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 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-sponsored work visa support.
- Must not be listed on a government restricted party list and must certify that employment would not violate applicable 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 activity 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 high volumes 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.
Benefits
- Competitive market salary.
- Full benefits package available.
- Company-paid disability insurance.
- Company-paid life insurance.
- Hybrid work environment.
- Supportive and engaged leadership team.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
