- Be responsible for bookings in Salesforce
- Assist with quoting in Subskribe CPQ & enablement
- Partner with Sales Ops weekly for Subskribe updates, bug fixes & improvements
- Create documentation for sales processes & onboarding
- Maintaining and refining data maintenance and integrity
- Manage all true-forward quotes & bookings on monthly basis
- Partner with Accounting on downstream data for key Revenue Recognition / Billing systems
- Will require additional hours around the end of month / end of quarter
- 2+ years experience in Order Management, Data Analysis or Accounting
- General knowledge of CPQ tools
- Strong knowledge of booking requirements for software companies
- Strong math & data knowledge
- Attention to detail
- Background in Salesforce/CPQ
- Knowledge of SaaS companies and how they recognize revenue
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Order Management Analyst - Remote, United States - Zip
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Description
Zip is tackling the $50B+TAM space to transform the way businesses manage spend. Our co-founders started Zip (YC S2020) because they saw the challenges companies had using outdated 20 year old software to manage hundreds of millions of dollars in spend every year. We invented the world's leading Intake-to-Procure solution to bring a consumer grade user experience to B2B purchasing. And, we're just getting started.
We're a fast growing team that helped scale category-defining companies like Airbnb, Facebook, Salesforce, Apple, Quora, Pinterest, and Square. With $180 million in funding from YC Continuity (Y Combinator), CRV and Tiger Global, we're valued at $1.5 billion in just 3 years. In today's economic climate, the value we offer our customers is more critical than ever and our business is accelerating. We're growing quickly and need your help
Your Role
The Order Management Analyst will be responsible for assisting the Sales team and the Customer team with quote creation, bookings, and field general questions for our CPQ tool. This role will help in preparing enablement materials and leading trainings. The Order Management role will work closely with cross functional teams to troubleshoot & improve the quoting experience. This role will report directly to the Director of Deal Strategy & Operations be integral to the Deal Desk function.
The Order Management Analyst will also be responsible for properly recording ARR, bookings, and general data hygiene in Salesforce which requires extreme attention to detail.
You Will
Qualifications
Nice to Haves
Note: This is a contract role, with a rate of $50-$62 per hour.