Order Management Analyst

About Outreach

Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams. Outreach infuses agentic AI, conversation intelligence, and assistive AI to power hundreds of use cases across revenue motions. From new logo prospecting to expansions, deal acceleration, driving retention, and forecasting, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Revenue leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. World leading enterprise organizations use Outreach to power their revenue teams, including Databricks, SAP, Siemens, and Verizon to name a few.

About the job

We are looking for a highly motivated, results-oriented Order Management Analyst to join our QTC organization. As an Order Management Analyst, you will support the Sales, Revenue Operations and Quote to Cash teams by processing deals in an Order Management capacity. This role requires a meticulous review of executed agreements for all transaction types as well as auditing Salesforce data in preparation for booking. This is a key role that helps drive effective financial reporting, revenue booking, sales commissions, provisioning, and customer invoicing.

Your responsibilities will include but are not limited to: reviewing the quote approval process, conducting quality checks on order forms, assistance with deal structuring, ensuring accurate data for each sales opportunity and account in Salesforce, correcting discrepancies based on order form information and existing data as well as serve as a cross-functional sounding board and liaison. ** Location**

While we are remote-friendly, we remain an "office-centric" company. This role is categorized as hybrid and it is expected you live in a reasonable proximity to the office in Prague so you would be able to connect with your colleagues, attend in-person meetings and company events.

This is a full-time, permanent role, not eligible for contractors and for work from other countries.

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Your Daily Adventures Will Include

• Audit all customer order forms submitted for booking to confirm accuracy
• Review and approve CPQ quotes to ensure they align with company policies and objectives
• Perform financial, commission, and sales data quality checks in Salesforce for each opportunity and quote to ensure all records meet booking requirements
• Identify and address incorrect metrics and information according to booking policies and ensure accuracy before opportunities are closed won
• Serve as the “first and last line of defense” beginning from quote creation to booking in Salesforce and Zuora
• Collaborate with RevOps, BizSys, Deal Desk and Legal teammates to address booking issues and to identify areas for improvement across the systems
• Partner with Billing, Revenue and Provisioning teammates to address issues post order booking
• Complete assigned Salesforce cases submitted by Salesforce end users
• Review and reply to Freshdesk cases submitted by various stakeholders
• Complete the month- and quarter-end audit tasks and assist with financial reconciliation efforts
• Any other responsibilities that may be assigned to help the company meet its goals

Our Vision of You

• 2-3 years of experience in order management, deal desk, finance, contracts, sales operations, or accounting / revenue role
• Software/SaaS experience required
• Experience with Salesforce and CPQ required
• Familiarity with Zuora and Freshdesk / Zendesk a plus
• Proficient in Microsoft Excel
• Readily available during the end of the month/quarter
• Acute attention to detail and the ability to closely follow policies and instructions
• Strong listening, analytical and organizational skills
• Operational mindset and approach to work
• Willingness and eagerness to learn with a team player attitude
• Flexibility and ability to work and adapt to change in a fast-paced and fully remote environment