Order Operations Analyst

Consulting assignment currently listed 6-12 months (chance to go FTE) based on performance and need. This role would be great for someone coming out of a SaaS or software company versus federal government consulting.

About the Role:

• This role functions as order operations.

It has the responsibility of reviewing order documentation for accuracy and completeness.

It reviews multiple data points as part of the Salesforce process of closing a deal and moving it to a closed won stage, including: SKU information, commissions information, pricing, information from the customer, completeness of supporting documentation and signatures etc.

The role also supports the revenue recognition process but having responsibility over the transfer of information from Salesforce to NetSuite.

• The role also supports special projects.

This position will report directly to the Senior Manager of Order Operations.

This role functions as a critical part of the Order Operations team, ensuring the accuracy, completeness, and compliance of deal structures and order documentation. The Senior Order Operations Analyst is responsible for reviewing multiple data points in the Salesforce process when closing a deal and transitioning it to a closed-won stage. This includes SKU information, commissions, pricing, customer details, and supporting documentation. The role also plays a key part in revenue recognition by overseeing the transfer of information from Salesforce to NetSuite, ensuring financial accuracy and compliance. Additionally, the Senior Order Operations Analyst supports special projects, process improvements, and strategic decision-making to

enhance efficiency and operational effectiveness.

Responsibilities

Deal Review & Analysis

• Interpret pricing and governance policies to accommodate unique customer needs.
• Manage deal approvals efficiently, escalating only high-risk issues.
• Evaluate competing priorities in deal decisions and recommend strategic solutions.
• Assess the impact of deal changes on margin health and revenue forecasts.
• Ensure all deal recommendations align with company objectives.
• Provide guidance on complex or nonstandard deal structures.

Order Operations & Documentation Review

• Review sales orders for accuracy and completeness, ensuring compliance with pricing, SKUs, and customer agreements.
• Validate supporting documentation, including contracts, signatures, and approvals.
• Oversee data integrity in Salesforce, ensuring accurate transfer to NetSuite.
• Support special projects related to process automation and efficiency improvements. Revenue Recognition & Compliance:
• Ensure sales orders align with revenue recognition policies.
• Identify and resolve revenue-related discrepancies (e.g., contract modifications, refunds, credits).
• Support the financial audit process by maintaining data integrity and internal controls.

Requirements

• 3+ years of experience in Deal Desk, Order Operations, Revenue Operations, or a similar role.
• Strong knowledge of Salesforce, NetSuite, Clari, and quote-to-cash processes.
• Understanding of 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 efficiencies

Preferred Experience & Skills

• Industry Knowledge: Experience in SaaS, enterprise software, or subscription-based businesses.
• Revenue Recognition: Familiarity with ASC 606 and financial reporting best practices.
• Auditing & Compliance: Experience with internal controls, financial audits, or contract review.
• Process Automation: Knowledge of workflow automation tools, process optimization, or CRM enhancements