Senior Manager, Global Order Management

Loftware External•Portsmouth, NH

About The Position

The Senior Manager, Global Order Management leads the Order Management function from contract execution through billing readiness. This highly visible role combines team leadership, operational ownership, and functional expertise in Salesforce and Sage Intacct. The position is responsible for improving systems integration, automation, data quality, controls, and scalability across the order-to-cash process. The role owns global order management for new business, amendments, and cancellations; leads and develops the Order Management team; establishes consistent processes and performance standards; and serves as the senior escalation point for complex transactions. It also acts as the functional subject-matter expert for Salesforce and Sage Intacct, coordinating system and process improvements and partnering with Revenue Accounting, while maintaining the distinction between operational processing and technical accounting decisions. The Senior Manager strengthens controls and data quality, supports audits, and establishes performance metrics for processing, accuracy, billing readiness, automation, integration, and improvement outcomes. Success includes accurate and timely processing, fewer backlogs and exceptions, increased automation, scalable global processes, and a high-performing, systems-oriented team.

Requirements

Bachelor’s degree in Accounting, Finance, Business, Operations, Information Systems, or a related field.
8+ years of experience in Order Management, quote-to-cash, finance operations, billing, Sales Operations, or a related function.
Strong hands-on functional knowledge of Salesforce, including accounts, opportunities, products, pricing, contracts, orders, and approvals.
Strong functional knowledge of Sage Intacct, including customer and transaction data, Accounts Receivable, billing processes, and financial-system integrations.
Experience troubleshooting Salesforce-to-Sage Intacct data flows, integrations, reconciliations, and exceptions.
Experience developing requirements and participating in system configuration, testing, UAT, implementation, and process redesign.
Strong understanding of software contracts, pricing, billing terms, amendments, and purchase orders.
Demonstrated success improving automation, data integrity, controls, and operational scalability.
Strong analytical, problem-solving, and cross-functional communication skills.

Nice To Haves

3+ years of people-management or significant team-leadership experience.
Experience in a global software, SaaS, subscription, or recurring-revenue company.
Experience leading Salesforce or Sage Intacct enhancement and integration initiatives.
Experience with quote-to-cash or order-to-cash transformation.
Experience supporting financial audits.

Responsibilities

Own global order management for new business, amendments, and cancellations.
Lead and develop the Order Management team.
Establish consistent processes, service levels, controls, documentation, and escalation procedures.
Serve as the senior escalation point for complex and non-standard transactions.
Monitor order backlogs, aging, and exceptions that could delay billing.
Drive accurate and timely month-end and quarter-end execution.
Serve as the functional subject-matter expert for Salesforce and Sage Intacct within the order-to-cash process.
Understand and oversee the flow of customer, contract, product, pricing, order, and billing data between Salesforce and Sage Intacct.
Investigate cross-system issues, identify root causes, and coordinate sustainable solutions.
Translate business needs into functional requirements for system enhancements.
Lead or support process design, testing, UAT, implementation, validation, and user adoption.
Improve reporting and exception management for transactions requiring manual intervention.
Identify integration gaps, manual workarounds, duplicate entry, spreadsheet dependencies, and data-quality issues.
Maintain a prioritized roadmap of system and process improvements.
Increase automation and straight-through processing across order creation, validation, approvals, data transfer, and billing readiness.
Measure results from implemented improvements and support broader quote-to-cash and order-to-cash transformation initiatives.
Maintain effective controls over order creation, changes, approvals, interfaces, and supporting documentation.
Establish accountability for critical customer and transaction data.
Strengthen reconciliations and exception reporting between Salesforce and Sage Intacct.
Support internal and external audits.
Partner with Revenue Accounting on unusual contractual terms while maintaining separation between operational processing and technical accounting decisions.
Establish and improve metrics for processing time, backlog and aging; first-pass accuracy, exceptions and rework; billing readiness; manual versus automated volumes; touchless processing; integration and data-quality issues; and results from system and process improvements.