Operations Analyst I

PTR Global; San Francisco (CA); Hybrid; USD 150,000 - 200,000; Full time

Job summary

PTR Global is seeking a Booking Operations Analyst for their Quote to Cash Strategy and Operations team in San Francisco. This full-time role involves ensuring accurate bookings data, supporting reporting activities, and collaborating with cross-functional teams in a fast-paced environment. Candidates should have a BA/BS degree and strong analytical skills, with a pay range of $28.00 - $30.00 hourly.

Qualifications

• Understanding of Quote to Cash lifecycle.
• Ability to work in a fast-paced environment managing multiple deadlines.
• Understanding of business and financial concepts.

Responsibilities

• Ensure accurate bookings data and product allocation calculations.
• Support end-of-month and quarter-end close activities.
• Run reports and analyze results.

Skills

Analytical skills

Communication skills

Attention to detail

Team player

Education

BA/BS degree

Tools

Excel

Job description

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Operations Analyst I (Q2C)
San Francisco, CA 94105, United States
Hybrid Schedule-3 days per week
6 Month Contract with possibility of extension
Full Time W2 Position

Job Title: Booking Operations Analyst

Team: Quote to Cash - Go to Market Strategy & Operations

About the Role:

The Revenue Operations Quote to Cash (Q2C) Strategy and Operations team at Salesforce ensures smooth and efficient business processes. As a Booking Operations Analyst, you'll maintain the accuracy of forecasting and operational systems, collaborating with Sales Ops, Sales, and Sales Strategy teams.

This fast-paced environment requires adaptability, attention to detail, and multitasking skills. You'll report to the Manager of the Go to Market Strategy & Operations Team and will be crucial in driving operational excellence in Q2C.

What You'll Be Doing:

1. Ensure accurate bookings data and product allocation calculations throughout the Q2C process.
2. Support end-of-month and quarter-end close activities for timely reporting.
3. Calculate product allocations using internal algorithms.
4. Run reports and analyze results to identify required actions.
5. Manage daily cases to resolve questions from cross-functional teams.
6. Execute data updates accurately and promptly.
7. Address process and policy inquiries, escalating issues as needed.
8. Use judgment to make operational decisions and resolve challenges.
9. Gather requirements to improve processes.

Minimum Requirements:

• BA/BS degree
• Understanding of Quote to Cash lifecycle
• Proficiency in Excel and analytical skills
• Strong communication skills
• Ability to work in a fast-paced environment managing multiple deadlines
• Understanding of business and financial concepts
• Attention to detail and quality
• Team player with initiative and independence

Pay Range: $28.00 - $30.00 hourly