As an Order Management Analyst, you will support the Revenue Operations and Sales teams by supporting the Quote to Cash process in a Deal Desk and Order Management capacity. This role requires meticulous reviews of order forms for all transaction types as well as auditing executed agreements in preparation for booking. This is a key role that helps drive effective financial reporting, sales commissions, and customer invoicing. Your responsibilities will include, but are not limited to: managing the quote approval process, conducting quality checks on order forms, assistance with deal structuring, ensuring accurate data for each sales opportunity and account in Salesforce, correcting discrepancies based on order form information and existing data as well as serve as a cross functional sounding board and liaison.
*Visa sponsorship is NOT available at this time
What You’ll Do
- Review and approve CPQ quotes to ensure they align with company policies and objectives
- Audit all new and existing customer orders submitted for booking by Sales Teams
- Perform financial, commission, and sales data quality checks in Salesforce for each opportunity and quote to ensure all records meet booking requirements
- Identify and address incorrect metrics and information according to business requirements
- Serve as the “first and last line of defense” beginning from quote creation to booking in Salesforce
- Collaborate with RevOps teammates to address booking issues and to identify areas for improvement across the systems and business
- Complete assigned Salesforce cases submitted by Salesforce end users
- Any other tasks that may be assigned to help the company meet its goals
What You’ll Bring
- 2-3 years of experience in a deal desk, finance, contracts, sales operations, or revenue role; software/SaaS experience required;
- Experience with Salesforce and CPQ Prior experience with CPQ is required
- Readily available during the end of the month/quarter
- Detail-oriented and analytical thinking
- Strong listening, analytic and organizational skills
- Operational mindset and approach to work
- Willingness and eagerness to learn with a team player attitude
- Flexibility and ability to work and adapt to change in a fast-paced environment
The base pay range for this position is $60,000 - $90,000. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, Unlimited Vacation, and participation in our Employee Stock Program. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
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About FloQast www.floqast.com
FloQast is the leader in accounting workflow automation created by accountants for accountants. By automating and modernizing everyday accounting workflows, FloQast enables accountants to work better together and perform their tasks with greater efficiency and accuracy. The cloud-based, AI-enhanced software is trusted by more than 2,500 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.
Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day.
Here’s Why You Should Apply:
Amazing Benefits - FloQast pays 100% of the premium for employees and families for most Medical, Dental, & Vision plans.
Competitive Compensation & Stock Options
FloQast is regularly rated as a Best Place to Work!
- Inc. Magazine’s Best Workplaces in 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 6 years!)
- Built In’s Best Place to Work in Los Angeles 4 years in a row!
Professional Growth & Community - We believe community extends through and beyond the office. We have Employee Resource Groups, community volunteer opportunities, social events, DEI initiatives, and reimbursements for professional development relevant to your role.
Work-Life Balance - We have unlimited PTO along with a generous parental leave policy. To top it off, we have Mental Health Days, where the company closes to allow employees to unplug, relax, and recharge (we know Zoom fatigue is a real thing!)
Employee Choice Policy - Employees can work from home and also have the option to work in a FloQast office or maintain a hybrid work schedule.
Our customers love us! See for yourself on G2 Crowd.
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What the Team is Saying
What We Do
By automating common accounting workflows and helping to streamline and make them more efficient, FloQast is the place where accounting teams want to work so they can focus on what matters most, even when that’s just logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast enhances the way accounting teams already work to help them operate more efficiently.
Why Work With Us
FloQast enables accountants to work better together and perform their tasks with greater efficiency and accuracy. The cloud-based, AI-enhanced software is trusted by more than 2,500 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing!
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FloQast Offices
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Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
