Order to Cash Analyst

Tricentis; Atlanta (GA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Hybrid work environment

Full benefits package

Disability & Life Insurance

Company paid benefits

Job summary

Tricentis in Atlanta, GA is seeking an Order-to-Cash specialist to own activities from orders to invoicing and collections. You will work across Salesforce and our ERP environment to keep orders moving, invoices accurate, and payments on track, partnering with Sales, Deal Desk, Finance, and customers.

This hybrid role requires 2+ years in billing/AR or O2C, strong Excel, Salesforce/CPQ experience, and the ability to juggle high-volume month-end tasks while maintaining data integrity.

Qualifications

• 2+ years in billing, collections, order management, accounts receivable, or Order to Cash.
• Hands-on experience managing billing and collections activities.
• Experience with Salesforce and CPQ workflows.
• Experience processing orders, invoices, or receivables through an ERP or financial system.
• Strong Excel skills (VLOOKUP/XLOOKUP, data grouping, reconciliation).
• Track record of producing accurate work where details matter.
• Ability to organize and prioritize competing demands in a high-volume environment.
• Clear written and verbal communication with customers and internal stakeholders.
• Bachelor's degree in Accounting, Finance, Business, or related field, or equivalent professional experience.

Responsibilities

• Own customer orders from booking through invoicing and collection.
• Process new orders, contracts, and renewals accurately and on time.
• Generate invoices aligned with contract terms, POs, and billing requirements.
• Manage collections activity by reviewing outstanding receivables and following up on unpaid invoices.
• Navigate customer procurement processes, supplier portals, POs and billing documentation.
• Maintain accurate customer, order, ARR, bookings, and billing data across Salesforce and ERP.
• Reconcile information across systems and investigate discrepancies before they impact invoicing or payment.
• Prioritize high volume of orders, invoices, emails, and customer requests during month-end/quarter-end.
• Identify and escalate exceptions with information Finance and partners need to act.
• Communicate directly with customers and internal stakeholders to resolve questions and keep transactions moving.
• Partner with Deal Desk, Sales, Finance and other teams across Order-to-Cash.

Education

Bachelor's degree in Accounting, Finance, Business, or a related field, or equivalent professional experience

Tools

Salesforce CPQ

ERP systems

Job description

The Opportunity

Join our Finance team and take ownership of critical activities across the Order-to-Cash lifecycle, from customer orders and invoicing through collections.

You’ll work across Salesforce and our ERP environment to keep orders moving, invoices accurate, and payments on track. You’ll partner with Sales, Deal Desk, Finance, and customers to manage requirements, identify issues early, and keep transactions moving.

This role moves quickly, particularly during month-end and quarter-end. You’ll succeed here if you enjoy working through details, managing multiple priorities, and delivering accurate work when volume is high.

This role requires you to work from our Atlanta office three days per week, including Fridays.

What You’ll Do

• Owncustomer orders from booking through invoicing and collection.
• Processnew orders, contracts, and renewals accurately and on time.
• Generateinvoices aligned with contract terms, purchase orders, and customer billing requirements.
• Managecollections activity by reviewing outstanding receivables and following up on unpaid invoices.
• Navigatecustomer procurement processes, supplier portals, purchase orders, and billing documentation.
• Maintainaccurate customer, order, ARR, bookings, and billing data across Salesforce and our ERP environment.
• Reconcileinformation across systems and investigatediscrepancies before they impact invoicing or payment.
• Prioritizea high volume of orders, invoices, emails, and customer requests during month-end and quarter-end.
• Identify and escalatexceptions with the information Finance and business partners need to act.
• Communicatedirectly with customers and internal stakeholders to resolve questions and keep transactions moving.
• Partnerwith Deal Desk, Sales, Finance, and other teams across the Order-to-Cash process.

What You’ll Bring

• 2+ years working in billing, collections, order management, accounts receivable, or Order to Cash.
• Hands-on experience managing billing and collection activities.
• Experience working in Salesforce and CPQ workflows.
• Experience processing orders, invoices, or receivables through an ERP or financial system.
• Strong Excel skills. You’re comfortable using VLOOKUP/XLOOKUP, grouping data, matching customer records, reconciling information, and manipulating datasets to investigate discrepancies.
• A track record of producing accurate work where details matter.
• The ability to organize and prioritize competing demands in a high-volume environment.
• Clear written and verbal communication with customers and internal stakeholders.
• The judgment to recognize an exception, investigate the underlying information, and elevate it to the right person.
• A bachelor’s degree in Accounting, Finance, Business, or a related field, or equivalent professional experience.

Experience That Will Help You Stand Out

• SAP S/4HANA, SAP Public Cloud, NetSuite, or similar ERP experience.
• Experience in a public software or SaaS environment.
• Experience managing customer supplier portals and purchase-order requirements.
• Experience working through month-end and quarter-end Order-to-Cash cycles.

What Success Looks Like

Your first 30 days

Learn our Order-to-Cash process, systems, controls, and customer requirements. Begin processing orders and invoices with support while building familiarity with our workflows.

By 90 days

Independently process standard orders and invoices, manage assigned collection activities, recognize exceptions, and communicate effectively with customers and business partners.

As you grow in the role

Own your assigned Order-to-Cash workload with a high level of accuracy. Navigate month-end and quarter-end volume, identify issues before they delay invoicing or payment, and become a trusted partner to the teams you work with.

Tricentis Core Values:

Knowing what we need to achieve and how to achieve it is important. Tricentis core values define our ways of working and the behaviors we model that create an enjoyable and successful Tricentis life.

• Demonstrate Self-Awareness: Own your strengths and limitations.
• Finish What We Start: Do what we say we are going to do.
• Move Fast: Create momentum and efficiency.
• Run Towards Change: Challenge the status quo.
• Serve Our Customers & Communities: Create a positive experience with each interaction.
• Solve Problems Together: We win or lose as one team.
• Think Big & Believe: Set extraordinary goals and believe you can achieve them.

Why You’ll Love Working at Tricentis:

• Competitive Market salary
• Supportive and engaged leadership team
• Full benefits package available
• Company paid Disability and Life Insurance
• Hybrid work environment

Tricentis is proud to be an equal opportunity workplace. Qualified applicants will receive consideration for employment without regard to race, color, ethnicity, gender, religious affiliation, age, sexual orientation, socioeconomic status, or physical and mental disability and other statuses protected by law.

Global Sanctions Compliance

We comply with all applicable global sanctions and export control laws. Candidates must not be listed on any government restricted party lists (including OFAC SDN List and U.S. Commerce Department restricted lists) and must certify that their employment would not violate any sanctions or export control regulations. Candidates must notify us of any changes to their status during the application process or subsequent employment.

U.S. Work Authorization:

This role is not eligible for employer-sponsored work visas. Applicants must be authorized to work in the U.S. without current or future sponsorship.