Sr Manager, Order Management

Egnyte; United States; Hybrid; USD 155,000 - 190,000; Full time

Benefits offered by this job

401(k) match

HSA

Paid time off

Flexible hours

Hybrid office locations

Job summary

Egnyte is seeking a Sr Manager, Order Management to own post-close processes, review orders, pricing approvals, and data integrity across Salesforce, BillingApp and NetSuite. Hybrid offices in Draper, UT; Raleigh, NC; Mountain View, CA; remote options in US.

You will lead a team of Order Management specialists, setting performance goals and collaborating with Sales, Legal, Renewals, and Finance to ensure accurate ARR reporting and timely deployments.

Qualifications

• Bachelor’s degree in accounting, finance, or business management.
• 4+ years SaaS Order Management operations.
• Experience designing processes and systems: requirements, testing, change management and adoption.
• Strong leadership and communication skills.
• Experience with Salesforce, NetSuite, and Billing tools.

Responsibilities

• Oversee post-close process from deal close to deployment.
• Own order review for closed-won transactions: paperwork, pricing, terms, data accuracy.
• Collaborate with cross-functional teams to ensure accurate ARR reporting.
• Lead and mentor a team of Order Management specialists; set goals and assess performance.
• Develop KPIs and continuously improve Order Management processes.

Skills

SaaS order mgmt

Leadership

Cross-functional

Process design

US GAAP

SOX controls

Data analysis

Customer alignment

Education

Bachelor’s degree in accounting, finance, or business management

Tools

Salesforce CPQ

Salesforce

NetSuite

Billing Application

Job description

SR MANAGER - ORDER MANAGEMENT

DRAPER, UT; RALEIGH, NC; MOUNTAIN VIEW, CA - HYBRID OFFICE; REMOTE, US

EGNYTE YOUR CAREER. SPARK YOUR PASSION.

Egnyte is a place where we spark opportunities for amazing people. We believe that every role has meaning, and every Egnyter should be respected. With 23,000 customers worldwide and growing, you can make an impact by protecting their valuable data. When joining Egnyte, you’re not just landing a new career, you become part of a team of Egnyters that are doers, thinkers, and collaborators who embrace and live by our values:

• Invested Relationships
• Fiscal Prudence
• Candid Conversations

ABOUT EGNYTE

Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 22,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere. For more information, visit www.egnyte.com.

As a Sr Manager, Order Management you will play a crucial role in ensuring the order-to-invoice process runs smoothly, including successful deployment. You will lead and mentor a team of Order Management specialists, overseeing their activities and ensuring they meet performance targets. Additionally, you will actively collaborate with cross-functional teams to drive accurate ARR reporting using our internally developed Billing Application, Salesforce, and NetSuite.

WHAT YOU’LL DO:

• Oversee the entire post-close process, from deal close to product deployment.
  • Own order review for every closed-won transaction: signed paperwork, pricing and discount approvals, non-standard terms, entity and tax data, and policy compliance.
  • Confirm bookings are accurate and complete before release to billing and provisioning.
  • Flag revenue-impacting terms (multiple performance obligations, variable consideration, ramps, co-terms, free months, termination for convenience, acceptance clauses).
  • Ensure Salesforce order data is accurate for new, renewal, upsell, amendment, co-term and cancellation transactions.
  • Ensure that deployments are executed timely and accurately, adhering to established standards and timelines.
  • Troubleshoot and resolve deployment-related issues.
• Cross-Functional Collaboration:
  • Act as business owner of Salesforce CPQ and Salesforce Billing for order-to-invoice process; write requirements and prioritize the backlog with Business Systems.
  • Partner with Product, Sales, Deal Desk, Business Operations, Renewals/Customer Success, Invoicing, Legal, and other cross-functional teams to ensure the accomplishment of business objectives and consistent customer success including accurate ARR calculation.
  • Utilize our internal developed Billing Application, Salesforce, and NetSuite to gather and analyze relevant data.
  • Partner closely with Revenue Analysts to ensure revenue transactions are accurately recorded in accordance with US GAAP.

Process Optimization:

• Build and maintain process documentation, controls and SOPs.
• Define and report KPIs: order cycle time, first-pass order accuracy, invoice accuracy, time-to-provision, backlog, rework rate.
• Continuously evaluate and optimize Order Management processes to improve efficiency and customer satisfaction.
• Identify opportunities for process improvement and implement best practices, procedures, and tools as needed.
• Stay updated on industry trends and emerging technologies.

Reporting & reconciliation:

• Help reconcile data between multiple systems (SFDC/tableau and BillingApp) through constant monitoring
• Monthly/quarterly reporting for invoicing and management purposes

Team Leadership:

• Manage and mentor a team of Order Management specialists, providing guidance, training, and support.
• Set performance goals and monitor progress, ensuring team members meet expectations.
• Foster a positive and collaborative work environment.

YOUR QUALIFICATIONS:

• Bachelor’s degree in accounting, finance, Business Management or a related field.
• Proven experience in SaaS Order Management operations, with a minimum 4 years of experience.
• Track record of designing processes and systems, not just running them: requirements writing, testing, change management and adoption
• Strong leadership skills and ability to motivate and inspire a team.
• Excellent communication and interpersonal skills.
• Ability to learn our internal developed Billing Application and proficiency in using Salesforce, NetSuite, and other relevant software tools.
• Equipped with basic knowledge of ASC 606 and understanding how to apply the revenue accounting guidelines during daily operations and decision-making.
• Experience operating under SOX or equivalent controls.
• Strong analytical skills; comfortable building metrics in Salesforce reports and spreadsheets.
• Experience with subscription, usage-based and hybrid pricing models.
• Experience running SaaS provisioning or entitlement management, including CPQ / Billing integration with provisioning systems.
• Exposure to channel / partner and multi-entity, multi-currency orders.
• Salesforce CPQ or Billing certification; accounting background a plus.
• Managed team leads or grew a team through a period of rapid volume growth.
• Strong problem-solving and analytical skills.
• A passion for technology and a drive for continuous improvement

COMPENSATION:

• Our compensation reflects the cost of labor across multiple U.S. geographic locations, and pay varies based on defined markets. The standard base pay range for this position across the U.S. is $155k - $190k annually. Pay varies by work location and may also be dependent on job-related skills, knowledge, and/or experience. During the interview and/or hiring process, your recruiter can share more information about the compensation package specific to the role and job location.

BENEFITS:

• Competitive salaries and comprehensive benefits
• Flexible hours and generous time off (RTO, Responsible Time Off) to help support your work-life balance
• Paid holidays and sick time
• 401(k) with company match
• Health Savings Account (HSA) with a generous employer contribution and Flexible Spending Account (FSA) options
• Up to 12wks of paid Parental and 10wks Adoption Leave to help you grow your family
• Modern and collaborative offices located in Draper, UT; Raleigh, NC; Mountain View, CA; and Poznan, Poland
• Gym, cell phone, and internet reimbursement
• Free well-being apps such as Spring Health for Guardian are offered, as well access to our Employee Assistance Program (EAP)
• Perks include discounted pet insurance, electronics, theme park tickets, travel, plus more
• Your own Egnyte account with lifetime access
• HealthJoy – a benefits navigation app that lets you access your benefits and get answers to your questions all in one place
• One Medical virtual care, providing you with healthcare access across the country

Equal Employment Opportunity
Egnyte, Inc. is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Egnyte, Inc.'s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.

At Egnyte, we embrace our unique differences and thrive on the individuality of our employees, our products, our customers, our investors, and our communities. Our global Egnyte Employee Communities (EECs) support representation and foster connectedness across our varied workplace.

Egnyters are encouraged to bring their whole selves to work and to appreciate the many differences that collectively make Egnyte a higher-performing company and a great place to be.

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