Order Management Associate
3 days ago
Job Overview
The Order Management department at PowerSchool is responsible for managing order processing and Accounts Receivable functions. This team's core responsibilities include new and renewing sales order bookings, invoicing, and credit memo processes.
The Order Management Associate role involves performing end-to-end order processing and billing functions. Key responsibilities include reviewing contracts and supporting documentation, interpreting terms and conditions, making judgments when needed, and ensuring orders are booked and invoices generated according to the terms and conditions and company policy.
This position is a key part of the Finance team, ensuring transactions are accurate, complete, and timely.
Key Responsibilities
- Review contracts/quotes/purchase orders and create corresponding sales orders and invoices in our accounting system (NetSuite)
- E nsure revenue and billing schedules are accurate and complete
- Generate credit memos, account adjustments, and refunds after obtaining proper approvals
- E nsure data in SalesForce and NetSuite are complete, correct, and current
- Meet department service level agreements on response times
- Consistently perform at or above productivity and quality standards as set by management
- Process various forms and requests received from customers and the legal department
- Drive continuous improvement through process efficiency suggestions
- Monitor and manage individual productivity and quality metrics
- Provide superior customer service to internal and external business partners
- E nsure understanding and execution of all key concepts and company policies
- Assist with trainings as needed
- Watch for and recommend process improvements
- Report success, opportunities, and variances to Manager, Order Management, and discuss as needed
Requirements
- 1-3 years of experience in Accounting, order management, and/or billing applications
- Bachelor's Degree in Accounting, Business Administration, or Finance
- Proficient skills in Microsoft Office
- Excellent communication, negotiation, and interpersonal skills
- Ability to multi-task and meet strict deadlines
- Flexibility to work overtime, including nights and/or weekends for month/quarter end
- Demonstrated initiative to proactively identify issues and develop solutions for PowerSchool
- Experience in Sales Force and/or NetSuite platform is a plus
Work Environment
- Constant indoor collaborative work environment in close contact with co-workers
- Frequent social interactions and interruptions
- Frequent work under time restraints
- Rare travel
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