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Fivetran logo
Fivetran

Fivetran’s pipelines enable its clients to make data-driven decisions by delivering ready-to-query data into clients’ data warehouses. The company delivers

Order Management Analyst

Location

India

Posted

69 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expEnglishERP

Job Description

Order Management Analyst

Fivetran

• Review closed/won opportunities in Salesforce for completeness, accuracy and policy compliance prior to final booking. • Validate key order fields (contract terms, PO numbers, start/end dates, billing details, SKUs, seat counts, pricing) across Salesforce and NetSuite; ensure correct mapping to billing/ERP. • Identify, document and escalate order issues or missing information; follow up with Deal Desk, Sales, Legal or other stakeholders until resolved. • Monitor sync health between Salesforce, product systems and NetSuite; troubleshoot and help resolve common order flow errors and blocked SOs. • Execute order setup and maintenance tasks (amendments, renewals, cancellations, SOWs) and maintain accurate order records and audit trails. • Validate outputs from rule-based or AI-assisted reconciliation/validation tools produced by the senior analyst: confirm accuracy, flag false positives/negatives, and provide concrete examples for tuning. • Participate in UAT and release testing for new products, SKUs, pricing models and system/automation changes; run end-to-end tests (sales → order → billing → revenue → AR). • Maintain test cases, validation checklists, runbooks and SOPs on production readiness for order-related changes. • Own daily triage of exception queues, blocked orders and amendment backlogs; drive SLAs for order resolution and document root causes. • Generate and maintain operational reports (bookings QA tracker, exception logs, order quality dashboards) and provide weekly metrics to the manager. • Collaborate with Revenue Accounting and Billing during month- and quarter-end close to ensure completeness of bookings and to support audit inquiries. • Support the structured knowledge transfer from the Philippines BPO and help onboard India teammates; document processes and training artifacts to ensure operational readiness.

Job Requirements

  • 2–3 years of experience in Order Management, Deal Desk, Billing, or QTC support roles at a SaaS or software company.
  • Hands-on experience with Salesforce and a working understanding of NetSuite.
  • High attention to detail and strong documentation discipline.
  • Comfortable managing tasks across multiple systems and troubleshooting data discrepancies.
  • Effective communicator who can coordinate with global counterparts and follow through independently.
  • Eager to learn, improve processes, and contribute to a global operations team.

Benefits

  • 100% employer-paid medical insurance
  • Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
  • RSU stock grants*
  • Professional development and training opportunities
  • Company virtual happy hours, free food, and fun team-building activities
  • Monthly cell phone stipend
  • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.

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