Senior Order Operations Analyst

About the Role:
We are seeking a dynamic and detail-oriented Senior Order Operations Business Partner to support the end-to-end quote-to-cash process, from deal structuring through order validation and renewals management. In this highly cross-functional role, you’ll partner closely with Sales, Finance, and Legal to create accurate Salesforce CPQ quotes, manage pricing and approvals, audit contracts, and ensure clean order handoffs to Revenue Operations. You’ll play a critical role in protecting revenue integrity, driving deal velocity, and ensuring a seamless customer experience. This is an exciting opportunity to join a fast-paced SaaS environment, influence strategic deals, and optimize processes that directly impact company growth.

Responsibilities:

• Interpret pricing and governance policies to accommodate unique customer needs, and advise on complex or nonstandard deal structures, weighing competing priorities to recommend solutions that balance customer needs with company objectives.
• Own quote creation in Salesforce CPQ, ensuring accurate product configuration, pricing, and subscription alignment.
• Manage discounting and pricing governance to ensure consistency and financial health, acting as liaison between Sales, Finance, and Legal and ensuring all approvals (discounting, renewals, non-standard terms) are logged and tracked in Salesforce.
• Support creation and validation of renewal quotes in Salesforce CPQ, ensuring accuracy (ARR, product continuity, term dates) and compliance with uplift/discount policy.
• Support co-terming, upsells, partial renewals, and amendment scenarios.
• Proactively flag churn risks or exceptions and collaborate with Sales/Customer Success.
• Review opportunities for accuracy and completeness, ensuring compliance with pricing, SKUs, and customer agreements, and confirming that opportunity, quote, order, and contract align.
• Validate supporting documentation (contracts, signatures, approvals) and renewal language, ensuring correct terms carry forward.
• Oversee data integrity in Salesforce and its accurate transfer to NetSuite, ensuring closed-won opportunities and orders are audit-ready before handoff to Billing/RevOps.
• Reduce rework and customer friction by catching errors before signature.
• Ensure sales orders and renewals align with revenue recognition policies, and identify and resolve revenue-related discrepancies (e.g., contract modifications, refunds, credits).
• Support the financial audit process by maintaining data integrity and internal controls.
• Recommend improvements to quote-to-cash and renewal management processes, and share insights with Sales, Finance, and Legal to improve deal and renewal structuring.
• Assist with system integrations, automation initiatives, and special projects.
• Maintain confidentiality of sensitive financial and customer data.

Qualifications:

• 3+ years of experience in Deal Desk, Order Operations, Revenue Operations, or a similar role.
• Strong knowledge of Salesforce CPQ, NetSuite, Clari, and quote-to-cash processes.
• Understanding of renewal management, revenue recognition principles, pricing structures, and contract governance.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong ability to interpret and apply pricing and approval workflows.
• Effective communication skills with the ability to tailor messaging for different stakeholders.
• Ability to work independently in a fast-paced environment while managing competing priorities.
• Demonstrated ability to develop process improvements and enhance operational efficiency.

Compensation:

• Salary: $108,000

• Competitive Equity Package

• Comprehensive Benefits Plan

#LI-MM1 #LI-REMOTE