Edtech.com's Summary

Cornerstone OnDemand is hiring a Senior Analyst, Order Validation to make sure contracts meet company policy before they close and that closed opportunities accurately reflect deal intent. The analyst reviews DocuSign order forms and ServiceNow tickets, reconciles ARR between Oracle and Salesforce, and guides other Order Validation Analysts through the checklist. Month-end close work with Finance and administrative changes in CPQ round out the role.

Highlights

Validate contracts and order forms routed through DocuSign against a review checklist in ServiceNow
Partner with Legal, Deal Desk, Billings and Sales to resolve issues found during deal booking
Guide and train other Order Validation Analysts on the process
Link every closed-won opportunity to its corresponding renewal opportunity
Validate renewal opportunity baselines and confirm incremental amounts are correct
Review upsell opportunities to confirm ARR accuracy
Reconcile ARR between Salesforce and Oracle/NetSuite as part of month-end close
Build data quality checks across Opportunities, Quotes and Orders
Process Evergreen Orders and make administrative changes to orders using Salesforce CPQ
Bring a bachelor's degree in Accounting, Finance or Business Administration plus 7-9 years of combined Sales Operations/Revenue Reporting experience at a SaaS company, including CPQ and Oracle exposure

Senior Analyst, Order Validation Full Description

This role is Office Based, Pune Office.

The Senior Analyst Order Validation plays a critical role in ensuring that contracts are meeting company policies before they are fully executed, and the opportunities correctly reflect the intent of the deals. This role will be working on tasks received through ServiceNow, including but not limited to reviewing DocuSign routed order forms, reviewing opportunities prior to move to Closed-Won, reconciling Oracle and SFDC ARR, and other month-end closing activities to ensure accuracy of data.

In this role you will…

Pick up tickets in ServiceNow to validate contracts and order forms routed through DocuSign based on a checklist.
Liaise with Legal, Deal Desk, Billings and/or Sales to resolve any issues identified in the booking of deals
Guide and train Order Validation Analysts.
Ensure that each closed-won opportunity is linked to a renewal opportunity.
Perform validation of baseline of renewal opportunities, and incremental are correct.
Review upsell opportunities and ensure that ARR is correct
Perform month end close processes in partnership with Finance to reconcile ARR SFDC data against Finance/NetSuite
Answer any questions related to Opportunity baseline.
Build data quality checks on Opportunities/Quotes/Orders to ensure fields are correctly populated.
Perform additional tasks that may be identified while in the role that will improve Opportunity/Order/Baseline accuracy.
Perform administrative changes on Orders using CPQ.
Process Evergreen Orders per contract.

You have what it takes if you have…

Bachelor's degree in Accounting, Finance, Business Administration or equivalent in relevant experience
At least 7- 9 years of combined experience in Sales Operations, Revenue Reporting at a SaaS company
4+ years of experience working in order management.
At least 1 year experience using Salesforce CPQ.
Experience in Salesforce and Oracle.
High attention to detail and accuracy
Excellent verbal and written communication skills. Knowledge of French and/or German a plus.
Ready to work in US / EMEA Shifts

#LI-OnSite

Equal Employment Opportunity

Equal Employment Opportunity has been, and will continue to be, a fundamental commitment at Cornerstone OnDemand. We are proud to be an EOE Protected Veterans/Disability workplace and an affirmative action employer. If you have a disability or special need that requires accommodation, please contact us at [email protected].

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Senior Analyst, Order Validation

Edtech.com's Summary

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