- Location
- Dallas, Texas
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Other
- Experience
- 5+ years
- Source
- Lever
Description
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
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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.
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Process SFDC Opportunities by validating delivery, initiating subscription contracts, including entering post-close contract amendments / adjustments as needed.
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Develop, document, and support standardized Deal Desk and Order Management SOPs across the global sales teams.
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Liaison with OEM partners to ensure proper processing of OEM orders and reconciliation activities.
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Ensure accurate tracking and reconciliation of partner margins, OEM royalties, and co-selling/referral credit attribution in Salesforce.
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Assist Finance team with invoice collections, actively pursuing validation of payment timing, functioning as the expert on bookings & billings, and escalating any risk accounts.
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Collaborate with internal teams to help identify opportunities for process optimization and efficiency gains, driving continuous improvement initiatives.
Qualifications & Requirements
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5+ years of experience in Order Management, Deal Desk, and/or Sales Operations within a high-growth B2B SaaS enterprise software company
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Proficiency with Salesforce CRM and exposure to Salesforce CPQ preferred
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Hands-on experience processing channel and OEM deals
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Understanding of SaaS business models, including ARR/MRR, upsell, cross sell, renewals, and multi-year billing structures
