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Dallas, Texas, United States
Hybrid
We are seeking an experienced Sr Sales Operations/Deal Desk & Order Management Specialist to support the deal desk and the end-to-end order process -- from quote to cash. The successful candidate has a keen eye for detail, exceptional organizational skills, and the ability to collaborate effectively with cross-functional teams to ensure seamless order processing.
The ideal candidate brings deep experience in B2B SaaS business models, hands-on expertise with Salesforce, and a proven track record managing complex deals including experience working with deals through channel partners.
Key Responsibilities
Manage the end-to-end order processing lifecycle, ensuring accuracy in deal structure, billing terms, software provisioning, and revenue recognition compliance working cross functionally to ensure alignment with company’s policies.
Process SFDC Opportunities by validating delivery, initiating subscription contracts, including entering post-close contract amendments / adjustments as needed.
Develop, document, and support standardized Deal Desk and Order Management SOPs across the global sales teams.
Liaison with OEM partners to ensure proper processing of OEM orders and reconciliation activities.
Ensure accurate tracking and reconciliation of partner margins, OEM royalties, and co-selling/referral credit attribution in Salesforce.
Assist Finance team with invoice collections, actively pursuing validation of payment timing, functioning as the expert on bookings & billings, and escalating any risk accounts.
Collaborate with internal teams to help identify opportunities for process optimization and efficiency gains, driving continuous improvement initiatives.
Qualifications & Requirements
5+ years of experience in Order Management, Deal Desk, and/or Sales Operations within a high-growth B2B SaaS enterprise software company
Proficiency with Salesforce CRM and exposure to Salesforce CPQ preferred
Hands-on experience processing channel and OEM deals
Understanding of SaaS business models, including ARR/MRR, upsell, cross sell, renewals, and multi-year billing structures