Order Processing Analyst

Position Summary:

The Order Processing Analyst will spend majority of their time ensuring the appropriate review and setup of customer contracts into systems of record, executing on accounting control points around invoicing and executing order for invoicing of customer transactions. This role also involves the reconciliation of order, revenue and billing results to control totals and comparison to various reference points such as prior periods, disparate systems, forecasts, etc.

Essential Job Functions:

• Order/contract setup and review
• Manage internal mailbox for invoices that require manual intervention before delivery to the client
• Maintaining clients purchase order, address and contact details 
• Triggering contract commencement dates in the CRM and ERP systems
• Collating requests for replacement hardware (MFA tokens).
• Entering details and maintaining an internal consolidated spreadsheet of requirements and sending instructions to the related teams/parties
• Ensure accurate creation and maintenance of orders in the billing platform.
• Coordinate with billing teams invoice accuracy, recurring billing setup.
• Support month–end and quarter–end close activities related to order processing and revenue operations.
• Work closely with Sales and other operation teams to resolve order discrepancies and ensure timely processing
• Maintain high data accuracy across CRM, billing, and ERP systems.
• Monitor order queues and resolve errors promptly.
• Support system improvements, automation projects, and workflow enhancements.
• Reporting on orders processed.
• Maintain SOPs, workflows, and operational checklists for order management.
• Address internal and external inquiries related to order status, billing issues, and subscription changes.
• Provide support during audits by ensuring documentation accuracy and compliance.

Required Skills:

• Ability to work in fast paced environment
• Ability to learn systems and process within a public company internal control environment
• Experience with Microsoft Excel

Preferred Skills:

• Ability to make process improvement recommendations
• Microsoft D365 ERP
• Experience with Salesforce CRM

Education and Experience:

• Bachelor’s degree or Associates degree in Accounting
• 5+ years relevant experience in Order Management and Billing