Order Operations Associate

Reporting to the Senior Manager, Order Operations the Associate, Order Operations will play a critical role in ensuring the accuracy and completeness of our customer order processing workflows. This role is essential to driving operational efficiency and throughput in the order lifecycle across New Business, Upsell, and Renewal contracts. The Associate will review and process opportunities in Salesforce, validate billing data, and help maintain rate card integrity to support accurate invoicing and revenue recognition. This position requires attention to detail, a commitment to consistency and compliance, and strong collaboration with cross-functional teams including Sales, Finance, Legal, and Customer Success.

What You’ll be Doing:

Order Management & Validation:

• Review and validate all opportunity bookings in SFDC (New Business, Upsell, Renewals) to ensure accuracy, proper documentation, policy alignment, and system integrity
• Serve as the operational gatekeeper for opportunity closure workflows in Salesforce

Billing Enablement & Accuracy:

• Partner with Accounting to support invoicing accuracy and ensure all billing-related data is complete and compliant
• Flag inconsistencies or errors that may impact revenue recognition or downstream processes

Contract Compliance:

• Verify that all sales agreements align with internal policies, pricing frameworks, and revenue recognition rules
• Coordinate with Legal to resolve discrepancies or ensure deal desk escalations are fully documented

Cross-Functional Collaboration:

• Collaborate with Sales, Customer Success, Finance, and Legal teams to streamline order-to-cash workflows
• Serve as a subject matter expert for order operations best practices and Salesforce data hygiene
• Develop rep-facing Order Operations enablement content to ensure the Revenue organization is up to date with requirements and processes

Recurring Audits & Governance:

• Perform recurring audits to validate billable rates, customer entitlements, and contracted terms
• Maintain and enforce order documentation standards to ensure audit readiness at all times

Process Optimization:

• Identify gaps and implement improvements to streamline the quote-to-cash process
• Leverage automation and technology to scale operations while reducing manual dependencies (e.g. Deal Desk)
• Collaborate with systems peers to establish the right guardrails in SFDC & other systems that ensures data accuracy proactively and minimizes the need for future audits

What Success Looks Like in This Role:

• 97-99% order validation accuracy for all new bookings, upsells, & renewals
• Timely and complete handoff of invoicing packages to Accounting
• Reduction in order-related invoice errors or revenue recognition delays
• Consistent and auditable documentation for all customer order activity
• Positive feedback from Sales and Finance stakeholders on order process efficiency

What We Expect From You:

• 1 year in any (or multiple) of the following functions: Order Operations, Billing, Deal Desk, Legal Operations or Revenue Operations in organizations ideally with complex contracts & operational / billing details
• Deep understanding of the order-to-cash lifecycle, including opportunity validation, contract review, and billing readiness
• Experience with Salesforce (Sales Cloud), CPQ tools (e.g. Salesforce CPQ) and ERP platforms (e.g., NetSuite, Zuora)
• Proven track record of driving process improvements and operational rigor across teams
• Exceptional attention to detail, organizational skills, and cross-functional communication
  Comfortable working in a fast-paced, high-growth environment and managing competing priorities

The target base salary range for this position is $66,500 – $82,100, and is part of a competitive total rewards package including stock options and benefits.