Order Management Lead
Clari uses AI and automation to drive growth and retention for high-performing revenue teams. Clari’s market-leading Revenue Operations Platform is currently processing over $300 billion in pipeline each year, and is used by over 100,000 marketing, sales, and customer success professionals across 170 countries. Customers include market leaders like Adobe, Zoom, Qualtrics, UiPath, Okta, and Workday. We constantly hear from our customers that Clari is required equipment, and that we’ve changed their lives and the trajectory of their businesses. It never gets old, and we never take it for granted. Together, we help others realize their fullest potential by transforming their revenue operations to be connected, efficient, and predictable.
Clari is hiring a Order Management Lead, who will implement and lead the Order Management function at Clari. As the first fully dedicated hire to own the Order Management function at Clari, this role provides the unique ability to build from the ground up.
Order Management at Clari plays an integral role in connecting data, process, tools, and teams. This role is perfect for someone who has a vision for Order Management, has experience scaling data, process, tools, and teams at a rapidly growing company, and is a self-starter who can turn vision into reality. The ideal candidate will thrive as a team of one, but have the capability to grow a team as the business scales.
The role will work cross-functionally with Sales, Account Management, Revenue Applications, others within the Revenue Operations team, Finance, etc. This role will report to our VP of Revenue Operations, who directly reports to the CRO.
This is a fully remote opportunity and can be worked from any location in the United States.
Responsibilities
- Own all aspects of Order Management as a team of one to lead the function and add team members over time
- Process all sales orders and contracts, meet all SLAs, and ensure order processing is done with 100% accuracy
- Collaborate with Revenue Operations and Deal Desk teams on edge-case scenarios and nonstandard deals
- Document existing processes, as well as improvements or new processes, developed while in role and build robust process documentation and follow the documentation flawlessly
- Build the function to scale as Clari scales. Collaborate with Revenue Applications and others to automate the flow of data, implement safeguards, etc.
- Implement Cases to manage and measure Order Management work and analyze data to track volume or workload, SLAs, complexity, etc.
- Audit key data used to track renewable amounts, commissionable fields, bookings, etc. Improve automation of the data and access to the data across Clari
- Partner with Customer For Life leadership team on ownership of post-sales team assignments and handoff from Sales to Customer Success, Account Management, and Implementation teams
- Manage all core data relating to subscriptions, contracts, etc.
Qualifications
- 5+ years of Order Management, Deal Desk, or Operations related experience
- Salesforce.com experience, particularly with Cases, Opportunities, and CPQ
- Experience creating documentation and refining documentation
- Detail-oriented. Able to complete increasing volumes of error-free work
- Process-oriented. Able to adopt existing processes, refine processes, and build processes from scratch
- Collaborative. Can advocate for the needs of various teams at once and find solutions to best solve each parties’ needs and concerns
Benefits and Culture
- Team-bonding activities and company-wide events
- Flexible working hours and remote opportunities
- Internet, phone, and wellness reimbursements
- Paid maternity and paternity leave
- Fertility support
- 401(k) and college savings plan
- Pre-IPO stock options
#LI-Remote #BI-Remote
You’ll often hear our CEO talk about “Being Remarkable.” To Clari, remarkable means many things. First and foremost, we believe in providing work that’s interesting and meaningful, in an environment that’s nurturing and inclusive, that is free from discrimination for each and every team member without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, gender identity, or veteran status. Efforts have to be recognized. Voices have to be heard. And work/life balance has to be baked into the very fiber of the company. We are honored to be recognized by Inc. Magazine and Bay Area News Group as a best place to work, several years running. We’d love to have you join us on our journey to remarkable!