Senior Order Management Specialist
About the Role:
Bloomreach is seeking a detail-oriented and proactive Senior, Order Management & Billing Specialist to join our dynamic Accounting team. Reporting directly to the Manager, Order Management & Accounts Receivable, this role will collaborate closely with key teams, including Collections, Revenue Accounting, Sales and Deal Desk. As a vital member of the CFO organization, this high-visibility, hands-on position offers opportunities to contribute to process improvements and ensure public company readiness.
To excel in this role, you should have a strong understanding of the order-to-cash cycle, possess excellent communication skills, and be able to manage multiple priorities under tight deadlines.
Bloomreach promotes a virtual-first environment, providing flexibility to our employees. However, given our globally distributed teams across the US and EMEA, this position requires the occasional adjustment to PST working hours during peak periods as needed to effectively collaborate with global teammates, process global orders and meet month-end close deadlines.
What you'll do:
- Ensure orders are booked timely and accurately within the agreed SLA and in compliance with the Bookings Policy.
- Validate that contracts submitted meet the approval criteria outlined in the Bookings Policy.
- Monitor and address any backlog of orders, ensuring prompt resolution of booking issues.
- Provide timely desk reporting to leadership on the status of the Order Management (OM) and Billing queue.
- Ensure timely and accurate billing while assisting Accounts Receivable (AR) with billing-related inquiries.
- Process and manage requests for SLA credits and performance credits.
- Own weekly and monthly reconciliations of bookings, ensuring alignment between Salesforce opportunities and ERP Sales Orders.
- Partner with FP&A and Sales Compensation teams to address inquiries related to bookings and Annual Recurring Revenue (ARR).
- Ensure invoicing accuracy with a working knowledge of VAT/Sales Tax rules and Export Compliance regulations.
- Proactively validate deals and billings to meet closing deadlines, demonstrating initiative and attention to detail.
- Business Partnering: Build strong relationships with cross-functional teams, contributing to a collaborative work environment.
- Judgment & Problem-Solving: Use sound judgment and common sense in decision-making processes.
- Special Projects: Assist with special projects and initiatives as needed.
What you'll bring:
- 5+ years combined of Billings and Order Management experience at fast paced, high growth organizations. SaaS experience preferred.
- Proven experience with process improvements and learning new systems
- Salesforce experience required
- Experience with Netsuite and/or Zone Billing is a strong plus
- Familiarity with Accounts Receivable and Revenue Accounting guidance in accordance with US GAAP
- Strong problem solving skills with the initiative to research and resolve issues independently
- Strong verbal and written communication skills and ability to meet deadlines
- Detail oriented, highly organized, and able to efficiently manage multiple tasks and projects simultaneously
- Proficient in Microsoft Office and strong with Word and Excel
- Desire to work in a fast-growing, exciting, and agile business
- Highly interpersonal and ability to work in a team environment, including teammates in other locations across the world