- Pick up tickets in ServiceNow to validate contracts and order forms routed through DocuSign based on a checklist.
- Collaborate with Legal, Deal Desk, Billing, and Sales teams to address any issues in deal bookings.
- Provide guidance and training to Order Validation Analysts.
- Ensure every closed-won opportunity is associated with a renewal opportunity.
- Validate the accuracy of baseline and incremental values for renewal opportunities.
- Review upsell opportunities to confirm ARR accuracy.
- Assist with month-end closing processes to reconcile ARR SFDC data with Finance/NetSuite.
- Address inquiries related to Opportunity baseline.
- Establish data quality checks on Opportunities/Quotes/Orders to verify correct field completion.
- Perform additional tasks aimed at enhancing Opportunity/Order/Baseline accuracy.
- Execute administrative changes on Orders using CPQ.
- Process Evergreen Orders as per contract terms.
- Bachelor's degree in Accounting, Finance, Business Administration or equivalent experience
- 7-9 years of combined experience in Sales Operations, Revenue Reporting at a SaaS company
- Minimum 4 years of order management experience.
- At least 1 year of Salesforce CPQ usage.
- Proficiency in Salesforce and Oracle.
- Strong attention to detail and accuracy
- Effective verbal and written communication skills. Knowledge of French and/or German is a bonus.
- Open to working in US / EMEA Shifts
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Senior Analyst, Order Validation - Pune, India - Cornerstone OnDemand
Description
Senior Analyst Order Validation - Pune, India
The Senior Analyst Order Validation plays a crucial role in ensuring that contracts comply with company policies before finalization, and that opportunities accurately represent deal intentions. This position involves reviewing order forms processed through DocuSign, validating opportunities before transitioning to Closed-Won status, reconciling Oracle and SFDC ARR, and other month-end closing tasks to maintain data precision.
Responsibilities:
Requirements: