Order Management Lead
Overview
Lead global order management operations for a fast-paced SaaS organization during an approximately three-month temporary leave coverage assignment. In this hands-on leadership role, you will coordinate across Salesforce, Product, Deal Desk, Revenue Accounting, GTM, and NetSuite to ensure accurate, compliant, and timely order processing throughout the quote-to-cash lifecycle.
As the final reviewer for opportunities moving to closed/won, you will validate order completeness, resolve deal exceptions and booking blockers, monitor order data flows, and strengthen audit-ready controls. This is an opportunity for an experienced order management professional to make an immediate impact across systems, processes, and global stakeholders.
Key Responsibilities
- Lead day-to-day global order management operations and oversee order processing activities.
- Conduct final reviews of opportunities moving to closed/won in Salesforce.
- Validate order completeness, accuracy, and compliance with bookings policies, revenue recognition principles, and SOX standards.
- Partner with Deal Desk, GTM, Revenue Accounting, Finance, Legal, Product, and Sales teams to review contracts and resolve booking blockers.
- Monitor order data flows across Salesforce, Product platforms, and NetSuite.
- Identify and resolve integration, system synchronization, and order data issues.
- Conduct root cause analysis and recommend process or system improvements.
- Develop and document exception-handling playbooks, standard operating procedures, and operational controls.
- Support month-end and quarter-end close activities.
- Assist with internal and external audit requests related to order operations.
- Lead or mentor global team members and communicate effectively across time zones.
Required Skills
- Six or more years of experience in SaaS order management, Deal Desk, revenue accounting, billing, or a related function.
- Demonstrated expertise with Salesforce CPQ and NetSuite.
- Strong understanding of bookings policies, revenue recognition principles, and SOX control frameworks.
- Experience reviewing contracts, validating order completeness, and resolving deal or booking exceptions.
- Ability to manage order data flows across Salesforce, Product platforms, and NetSuite.
- Proven experience conducting root cause analysis and driving process or system improvements.
- Experience leading or mentoring global teams across multiple time zones.
- Ability to work independently, prioritize competing needs, and resolve issues in a fast-paced environment.
- Strong analytical skills and comfort working with dashboards, reports, and operational data.
- Excellent written, verbal, and cross-functional communication skills.
- Strong organizational skills and attention to detail.
Nice-to-Have Skills
- Experience with order synchronization or integration tools such as Celigo.
- Familiarity with Jira, Looker, Avalara, Google Workspace, and other quote-to-cash or order-to-cash tools.
- Experience creating exception-handling playbooks, standard operating procedures, or process documentation.
- Experience supporting month-end and quarter-end close activities.
- Experience assisting with internal or external audits related to order operations.
- Background in a scale-up or post-merger environment.
- Experience partnering with Deal Desk, GTM, Revenue Accounting, Finance, Legal, Product, or Sales teams.
Preferred Education and Experience
- Six or more years of relevant experience in SaaS order management, Deal Desk, revenue accounting, billing, or a closely related field.
- Experience supporting complex quote-to-cash operations in a global organization.
- No specific degree or educational credential is required for this position.
Other Requirements
- Work arrangement: 100% remote.
- Engagement: Approximately three-month temporary assignment.
- Ability to collaborate effectively with global stakeholders across time zones.
- Ability to support month-end and quarter-end close activities as needed.
- Strong proficiency with Salesforce CPQ and NetSuite.
- Comfort working in a hands-on operational leadership role and managing day-to-day order management activities during a leave coverage period.
