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Order Management Analyst

Roles & Responsibilities

  • 2-3 years of experience in Order Management, Deal Desk, Billing, or QTC support roles at a SaaS or software company.
  • Hands-on experience with Salesforce and a working understanding of NetSuite.
  • High attention to detail and strong documentation discipline.
  • Effective communicator who can coordinate with global counterparts and follow through independently.

Requirements:

  • Review closed/won opportunities in Salesforce for completeness, accuracy and policy compliance prior to final booking.
  • Validate key order fields across Salesforce and NetSuite; ensure correct mapping to billing/ERP.
  • Monitor sync health between Salesforce, product systems and NetSuite; troubleshoot and help resolve common order flow errors and blocked SOs.
  • Own daily triage of exception queues, blocked orders and amendment backlogs; drive SLAs for order resolution and document root causes.

Job description

From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.

About the Role

We're looking for an Order Management Analyst to support our global order validation operations within the Revenue Accounting & Operations team. You will play a key role in ensuring customer orders are processed accurately, comply with company policies, and flow correctly through our systems.

This role will work closely with our US-based manager and collaborate across teams such as Deal Desk, Revenue Accounting, and Systems Engineering to ensure clean data and timely deal closure.

This is a full-time, remote role based in the Bengaluru . Candidates must reside within commuting distance of our Bengaluru office and be available to attend in-person meetings and company events as needed.

This position requires working outside of normal India business hours to support global business operations. The expected working hours for this role will be 9:30 PM to 5:30 AM IST.

Technologies You’ll Use

  • Salesforce CPQ, NetSuite, Celigo, Google Sheets, Jira, Avalara, Zendesk

What You’ll Do

  • Review closed/won opportunities in Salesforce for completeness, accuracy and policy compliance prior to final booking.
  • Validate key order fields (contract terms, PO numbers, start/end dates, billing details, SKUs, seat counts, pricing) across Salesforce and NetSuite; ensure correct mapping to billing/ERP.
  • Identify, document and escalate order issues or missing information; follow up with Deal Desk, Sales, Legal or other stakeholders until resolved.
    Monitor sync health between Salesforce, product systems and NetSuite; troubleshoot and help resolve common order flow errors and blocked SOs.
  • Execute order setup and maintenance tasks (amendments, renewals, cancellations, SOWs) and maintain accurate order records and audit trails.
  • Validate outputs from rule-based or AI-assisted reconciliation/validation tools produced by the senior analyst: confirm accuracy, flag false positives/negatives, and provide concrete examples for tuning.
  • Participate in UAT and release testing for new products, SKUs, pricing models and system/automation changes; run end-to-end tests (sales → order → billing → revenue → AR).
  • Maintain test cases, validation checklists, runbooks and SOPs on production readiness for order-related changes.
  • Own daily triage of exception queues, blocked orders and amendment backlogs; drive SLAs for order resolution and document root causes.
  • Generate and maintain operational reports (bookings QA tracker, exception logs, order quality dashboards) and provide weekly metrics to the manager.
  • Collaborate with Revenue Accounting and Billing during month- and quarter-end close to ensure completeness of bookings and to support audit inquiries.
  • Support the structured knowledge transfer from the Philippines BPO and help onboard India teammates; document processes and training artifacts to ensure operational readiness.

Skills We’re Looking For

  • 2–3 years of experience in Order Management, Deal Desk, Billing, or QTC support roles at a SaaS or software company.
  • Hands-on experience with Salesforce and a working understanding of NetSuite.
  • High attention to detail and strong documentation discipline.
  • Comfortable managing tasks across multiple systems and troubleshooting data discrepancies.
  • Effective communicator who can coordinate with global counterparts and follow through independently.
  • Eager to learn, improve processes, and contribute to a global operations team.

#LI-MM1
#LI-REMOTE

 

Perks and Benefits

  • 100% employer-paid medical insurance*
  • Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
  • RSU stock grants*
  • Professional development and training opportunities
  • Company virtual happy hours, free food, and fun team-building activities
  • Monthly cell phone stipend
  • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.

*May vary by country and worker type - please reach out to your recruiter for more information

Click here to learn more about Fivetran's Benefits by Region.


We’re honored to be valued at over $5.6 billion, but more importantly, we’re proud of our core values of Get Stuck In, Do the Right Thing, and One Team, One Dream. Read about us in Forbes.     

Fivetran brings together high-quality talent across the globe to make data access as easy and reliable as electricity for our customers. We value and recognize that our customers benefit from having innovative teams made of people from many backgrounds, experiences, and identities. Fivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting, developing, and retaining a diverse workforce, not only because it is the right thing to do, but because it helps us build a world-class company to better serve our customers, our people and our communities.

To learn more about Fivetran’s culture and what it’s like to be part of the team, click here and enjoy our video.

To learn more about our candidate privacy policy, you can read our statement here.


We are committed to ensuring that all candidates have an equal opportunity to participate in our interview process. If you require accommodations at any stage of the process due to a disability, medical condition, or any other circumstance, please don't hesitate to submit your request by filling out this form. We will work with you to provide reasonable accommodations to facilitate your participation and ensure a fair and accessible interview experience. Your request and any information provided will be kept confidential and will not impact your candidacy. We look forward to hearing from you and accommodating your needs to the best of our ability.

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