Senior Manager, Global Order Management

Loftware•Portsmouth, NH

About The Position

We are seeking a Senior Manager, Global Order Management to lead the Order Management function from contract execution through billing readiness. This highly visible role combines team leadership, operational ownership, and deep systems expertise. The successful candidate will have strong functional knowledge of Salesforce and Sage Intacct and lead improvements in integration, automation, data quality, controls, and scalability. The Senior Manager owns global order management for new business, amendments, and cancellations; leads and develops the Order Management team; establishes consistent processes, service levels, controls, documentation, and escalation procedures; and serves as the senior escalation point for complex and non-standard transactions. The role monitors order backlogs, aging, and exceptions that could delay billing, and drives accurate and timely month-end and quarter-end execution. As a functional subject-matter expert for Salesforce and Sage Intacct within the order-to-cash process, the role oversees understanding of customer, contract, product, pricing, order, and billing data flows between the systems. It investigates cross-system issues, identifies root causes, coordinates sustainable solutions, translates business needs into functional requirements, and leads or supports process design, testing, UAT, implementation, validation, and user adoption. It also improves reporting and exception management for transactions requiring manual intervention. The role drives automation and continuous improvement by identifying integration gaps, manual workarounds, duplicate entry, spreadsheet dependencies, and data-quality issues; maintaining a prioritized system and process improvement roadmap; increasing automation and straight-through processing; measuring results; and supporting broader quote-to-cash and order-to-cash transformation initiatives. It strengthens controls and data quality, supports internal and external audits, and partners with Revenue Accounting on unusual contractual terms while maintaining separation between operational processing and technical accounting decisions. The Senior Manager establishes and improves performance metrics covering processing time, backlog and aging, first-pass accuracy, exceptions and rework, billing readiness, manual versus automated volumes, touchless processing, Salesforce-to-Sage Intacct integration and data-quality issues, and results delivered by system and process improvements. Success includes accurate and timely processing, reduced backlog and manual work, stronger automation and controls, standardized scalable global processes, measurable system improvements, 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 customer, contract, product, pricing, order, and billing data flows 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.