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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Order Management and Deal Desk operations, with a strong focus on compliance, data quality, and financial reporting. Proficient in utilizing Salesforce, AWS, and AI tools to enhance operational efficiency and accuracy.
Highest-signal resume keywords
Order Management ExperienceSalesforce ProficiencyAWS Marketplace KnowledgeAdvanced Excel SkillsAI Tool Utilization
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Order ManagementBilling OperationsRevenue OperationsData ReconciliationDeal Compliance ChecklistsFinancial ReportingQuote-to-Cash ProcessPrivate Offers ManagementCPQ Platform ExperienceERP System Experience
Soft Skills
Problem-SolvingCommunicationAttention to DetailCollaborationAdaptability
Tools & Technologies
SalesforceAWSGoogle CloudAzureOracle CloudWorkSpanNetSuiteExcelAI ToolsBilling Systems
Industry Keywords
Quote-to-BookingCo-Sell ProgramsMarketplace TransactionsDeal DeskFinancial Compliance
Tech Stack
Tools & technologiesAWSAzureCloudERPOracle
About the role
Key responsibilities & impact- Review and book customer orders for accuracy, completeness, and compliance with booking policy
- Validate pricing, discounts, terms, products, and dates between signed orders and Nue/Salesforce
- Build, maintain, and enforce deal compliance checklists from quote generation through booking
- Ensure approvals, non-standard terms, and supporting documentation are captured for each deal
- Own marketplace and partner transactions, including private offers on AWS, Google Cloud, Azure, and Oracle Cloud Marketplace
- Reconcile marketplace offers and disbursement reports against bookings and billing records
- Support deal registration and co-sell activity in WorkSpan and Salesforce
- Track partner referral fees, commissions, rebates, and marketplace incentives; provide reconciled data to Accounting
- Support month-end and quarter-end close by completing bookings, reconciling data, and resolving exceptions
- Own order and subscription data quality and produce reporting for Finance and Partnerships leadership
- Maintain documentation and evidence for order management controls and support internal and external audits
- Serve as a first point of contact for Sales, Deal Desk, Partnerships, Legal, Billing, and Customer Success
- Identify quote-to-booking errors and lead AI-enabled automation across Nue, Salesforce, and downstream integrations
- Measure the impact of automation on accuracy and cycle time
Requirements
What you’ll need- 5+ years of experience in Order Management, Deal Desk, Billing Operations, Revenue Operations, or a related quote-to-cash function
- Hands-on experience processing orders through AWS, Google Cloud, Azure, or Oracle Cloud marketplaces, including private offers and channel partner private offers
- Experience supporting reseller or co-sell programs
- Familiarity with WorkSpan is a plus
- Hands-on experience with Salesforce and a CPQ platform, ideally Nue
- Experience with NetSuite or a similar ERP and a billing system
- Advanced Excel skills
- Practical experience using AI tools such as ChatGPT, Claude, Copilot, or AI features within business systems
- Ability to assess where AI output needs human review and controls
- Track record of catching data inconsistencies before billing or financial reporting
- Ability to own ambiguous problems and drive them to resolution with limited supervision
- Ability to explain booking policy and deal requirements clearly to Sales and cross-functional partners
- Bachelor’s degree in Accounting, Finance, Business, or a related field
- Candidates must be in the United States; candidates with valid work authorization are welcome to apply
- New H-1B sponsorship is unavailable for candidates outside the United States; H-1B transfer or extension and U.S. F-1 candidates on CPT or OPT may be considered
Benefits
Comp & perks- Equity (when applicable)
- Health plans
- Retirement plans
- Unlimited paid time off (PTO)
