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. 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, and Unlimited Vacation. 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:
FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.
Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
FloQast is regularly rated as a Best Place to Work!
- Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)
- Built In’s Best Place to Work in Los Angeles 6 years in a row!
Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.
If this aligns closely with what you are looking for, hit “Apply” and come join our growing team!
FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.
