Order Management Senior Analyst

Fivetran Fivetran · Data AI · Oakland, CA · Finance Department

Fivetran is seeking an Order Management Senior Analyst to lead global order validation operations, ensuring accurate bookings and system integrity. This role involves overseeing the order management process, coordinating across Salesforce, Product, and NetSuite, resolving deal exceptions, and enhancing controls within the Quote-to-Cash lifecycle. The analyst will also manage data flows, lead root cause analysis for order issues, support automation initiatives, track key metrics, and manage a global team.

What you'd actually do

  1. Own global order management operations and be responsible for final review and movement of opportunities to closed/won in Salesforce.
  2. Serve as the frontline owner for validating order completeness, accuracy, and compliance with Fivetran’s bookings policy, revenue recognition rules, and SOX standards.
  3. Partner with Deal Desk, GTM, and Revenue Accounting teams to review contracts, resolve booking blockers, and ensure timely deal closure.
  4. Monitor and manage order data flows across Salesforce, our Product platform, and NetSuite via Celigo, ensuring data integrity and identifying integration or system sync issues.
  5. Lead root cause analysis of order issues; propose process or system improvements and document exception handling playbooks.

Skills

Required

  • 4+ years of experience in SaaS Order Management, Deal Desk, Revenue Accounting, or Billing functions.
  • Demonstrated expertise with Salesforce CPQ and NetSuite; experience with order sync tools (e.g., Celigo) strongly preferred.
  • Proven ability to work across functions, resolve issues independently, and influence stakeholders in a fast-paced, scale-up environment.
  • Strong understanding of bookings policies, revenue recognition principles, and SOX control frameworks.
  • Experience leading or mentoring global teams; able to prioritize and communicate across time zones.
  • Analytical mindset with a process improvement focus and comfort using dashboards and reports.
  • Exceptional organizational, written, and verbal communication skills.

What the JD emphasized

  • SOX standards