What are the responsibilities and job description for the Order Management and Billing Analyst position at Tricentis?
Job Title: Order Management and Billing Analyst
Location: Atlanta, GA (Hybrid role)
Job Description:
In our high-growth, execution-focused software company, we’re looking for an individual to join our team as an analyst on the Billing and Order Management team. This role will be responsible for ensuring accurate customer onboarding, order processing, invoicing and collections.
The ideal candidate can navigate both high-volume and high-profile customers and address their procurement requirements and supplier portals. This role will collaborate with colleagues across product, sales, and finance to support a collaborative environment and drive accurate order management and collections.
Required to attend the Atlanta office (3424 Peachtree Rd NE) in-person three times per week (Friday mandatory).
Responsibilities:
- Follow best practices and policies in setting up new customers, contracts and renewals based on executed sales orders and invoice accurately.
- Ensure accurate records in the accounting system (SAP Public Cloud) based on sales orders from the CRM system (Salesforce).
- Follow customer invoicing requirements including purchase orders and supplier portals to ensure timely processing and payments.
- Maintain precise records in the CRM system (Salesforce) for reporting annual recurring revenue (ARR) and bookings results.
- Assist with customer onboarding by setting up purchase orders and supplier portals to ensure timely processing and payments.
- Promptly and courteously address external and internal customer queries, requests, and documentation.
- Collaborate professionally with key stakeholders, particularly the Deal Desk, to ensure orders align with customer expectations.
- Analyze AR reports to prioritize collections and identify root causes. Research systems, portals, and contracts to resolve unpaid invoices.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent experience.
- 2 years of work experience in Billing, Order Management, or a similar role.
- Highly organized, efficient with strong attention to detail.
- Excellent work ethic, self-aware, transparent, and open to feedback.
- Quantitative analysis of financial metrics for bookings and reporting.
- Ability to multitask and prioritize at times of high volume and multiple deadlines.
- Strong quantitative skills and proficient in Microsoft Office, especially Excel.
- Experience with Salesforce and NetSuite/SAP order processing required.
- Demonstrates initiative and critical problem-solving skills.
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.
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.