Order Management Senior Analyst

Fivetran; Oakland (CA); Hybrid; USD 13,000 - 19,000; Full time

Benefits offered by this job

100% employer-paid medical insurance

RSU stock grants

Professional development and training

Company virtual happy hours

Monthly cell phone stipend

Mental health support platform

Volunteer days off

Job summary

Fivetran is seeking a Senior Order Management Analyst in Bengaluru to lead global reporting, data governance, and dashboard development across Quote-to-Cash processes. You will partner with the US-based OM Lead and India-based analysts to ensure clean data flows and SLA adherence.

You will own dashboards in Looker, Salesforce, and other tools, govern exception queues, and drive continuous improvements in order validation, pricing accuracy, and revenue recognition alignment.

Qualifications

• 4+ years in SaaS Order Management or Revenue Operations.
• Advanced proficiency in Salesforce CPQ and NetSuite ERP.
• Experience building operational dashboards with Looker, Power BI, Tableau, or Salesforce Analytics.
• Strong understanding of subscription billing models, pricing, and revenue recognition.

Responsibilities

• Build, maintain, and own global Order Operations dashboards in Looker, Salesforce, and Google Sheets.
• Govern daily triage of blocked orders and integration errors; drive root-cause resolution.
• Perform final reviews of complex opportunities in Salesforce CPQ for policy compliance and revenue alignment.
• Maintain SOPs, validation runbooks, and test cases for offshore transitions.
• Collaborate with Systems Engineering to monitor order flow health and perform UAT for new product releases.
• Escalate blockers and coordinate with Deal Desk, Sales, Legal, and Billing to ensure audit-ready controls.

Skills

SaaS Order Management

Salesforce CPQ

NetSuite ERP

Looker

Power BI

Tableau

Salesforce Analytics

SOX controls

cross-time-zone communication

Tools

Jira

Job description

Bengaluru, Karnataka, India, APAC

Position Title: Order Management Senior Analyst

From Fivetran founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. Were proud that more organizations continue to leverage our technology every day to become truly data-driven.

About Us

Fivetran and dbt Labs are bringing together two industry-leading companies with a shared mission: helping organizations unlock the full value of their data.

Together, were delivering the data infrastructure layer that helps organizations move, transform, and trust their data from the moment data moves, through every transformation, to the context teams and AI systems rely on.

Fivetran helps organizations automate data movement across the systems, clouds, engines, and tools they rely on. dbt Labs pioneered analytics engineering, helping teams transform data into reliable, governed insights. Together, we support thousands of organizations as they build a trusted foundation for analytics, AI, and better business decisions.

As we bring our teams and technology together, were building on the strengths of both companies while continuing to deliver the products and experiences our customers know and trust. Its an exciting time to join us: were creating a company with the scale, talent, and technology to help more organizations put their data to work with greater speed, confidence, and impact.

During this transition period, you may see references to both Fivetran and dbt Labs throughout our recruiting process as we integrate our teams, systems, and career sites.

About the Role

We are seeking a Senior Order Management Analyst to join our Revenue Operations team in Bengaluru.

In this role, you will lead the operational reporting, data visualization, and governance frameworks for our global Order Management function. You will build and maintain real-time operational dashboards (Looker, Salesforce, NetSuite, Google Workspace), track team SLAs, govern exception queues, and ensure clean data flows across our Quote-to-Cash (QTC) ecosystem. You will work closely with our US-based OM Lead in Oakland, India-based OM Analysts, Deal Desk, Revenue Accounting, and Systems Engineering.

Technologies You'll Use

• Salesforce CPQ, NetSuite, Celigo, Looker / Power BI, Jira, Google Sheets (Advanced), Avalara, Zendesk, claude, chatgpt, gemini, Salesforce Billing

What You'll Do

• Reporting & Dashboard Ownership: Build, maintain, and own global Order Operations dashboards in Looker, Salesforce, and Google Sheets to track bookings QA, order cycle times, error trends, and SLA performance.
• Status & Exception Queue Governance: Manage daily triage of blocked sales orders, integration errors (Celigo/NetSuite), and amendment backlogs; drive root-cause resolution across cross-functional teams.
• Order Validation & Deal Review: Conduct final reviews of complex, closed/won opportunities in Salesforce CPQ for policy compliance, pricing accuracy, contract terms, and revenue recognition alignment.
• Process Standardization & SOPs: Maintain and refine test cases, validation runbooks, exception handling playbooks, and SOPs as operations transition from offshore BPO partners.
• Automation & System Health: Partner with Systems Engineering to monitor order flow sync health across systems, execute UAT testing for new product/SKU releases, and provide data-driven feedback to tune validation rules.
• Cross-Functional Collaboration: Serve as the primary regional escalation point for Deal Desk, Sales, Legal, and Billing to resolve booking blockers and ensure audit-ready controls.

Skills Were Looking For

• 4+ years of hands-on experience in SaaS Order Management, Deal Desk, or Revenue Operations.
• Advanced proficiency in Salesforce CPQ and NetSuite ERP.
• Proven experience building operational dashboards and reports using Looker, Power BI, Tableau, or Salesforce Analytics.
• Demonstrated capability in analyzing QTC metrics (e.g., error rates, processing SLAs, queue backlogs) to drive process improvements.
• Strong understanding of subscription billing models (proration, co-terming, usage, renewals) and SOX control frameworks.
• Exceptional written and verbal communication skills for cross-time-zone collaboration.

Optional (Bonus Skills)

• Basic SQL or data querying skills to extract and reconcile transactional data.
• Prior experience leading process transitions or knowledge transfer (KT) programs from offshore BPO teams.
• Exposure to middleware integration tools (e.g., Celigo).

#LI-Hybrid

#LI-DB1

Perks and Benefits

• 100% employer-paid medical insurance*
• Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays (including a year end Global Week of Rest), and volunteer days off
• RSU stock grants*
• Professional development and training opportunities
• Company virtual happy hours, free food, and fun team-building activities
• Monthly cell phone stipend
• Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.

*May vary by country and worker type - please reach out to your recruiter for more information

We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form. We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.

Equal Opportunity Employer, including disability/protected veterans

Equal employment opportunity, including veterans and individuals with disabilities.

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