Order Management Specialist (west Coast)

Wiz Wiz · Enterprise · United States · Remote · Accounting, AP, AR

Order Management Specialist to join our dynamic Sales Finance team. Order Management serves as a core business partner within the Sales Finance organization, focused on the quote-to-cash process and the development of scalable solutions to ensure accurate booking and reporting of revenue.

What you'd actually do

  1. Act as the primary liaison for the Field Sales team, providing support for questions related to opportunity booking and subscription management.
  2. Manage opportunity bookings, ensuring accuracy and completeness. Create and maintain Wiz Handbook documentation for streamlined processes. Resolve any booking errors promptly.
  3. Partner with Deal Desk and Billing teams to efficiently and accurately process opportunities. Maintain customer deal information, ensuring alignment between Salesforce and Netsuite. Collaborate with Revenue and Commission Accounting teams to address questions related to bookings.
  4. Perform weekly and monthly reconciliations, ensuring a 1:1 relationship between Netsuite Invoice and SFDC Opportunity. Verify the accuracy of other bookings metrics.
  5. Demonstrate a basic understanding of ASC606, SOX, and Export Compliance.

Skills

Required

  • NetSuite
  • Salesforce
  • CPQ tool

Nice to have

  • Enterprise SaaS/B2B Industry
  • Order Management
  • Finance Operations
  • Deal Desk
  • Sales Operations
  • Pricing

What the JD emphasized

  • ASC606
  • SOX
  • Export Compliance