Overview

The Order Management department at PowerSchool manages the order processing and Accounts Receivable (Invoicing) functions for the company. The team’s core responsibilities are all new and renewing sales order bookings, invoices, and credit memo processes.

The Order Management Analyst is responsible for managing accurate, timely completion and submission of all order entry and accounts receivable functions of the PowerSchool organization. They are expected to review contracts and supporting documentation, interpret terms and conditions, make judgments when needed and ensure orders are booked and invoices generated in accordance with the terms and conditions and company policy.

The Order Management Analyst is also called on to train team members. They are expected to be a resource for complex questions as they are considered the experts on all Order Management systems, policies, and procedures. They are highly analytical and are responsible for audit, reconciliation, reporting and research projects. The Order Management Analyst is also a key stakeholder with system enhancements and user acceptance testing for the company. As a key part of the Finance team, the Order Management Analyst is responsible for ensuring transactions are accurate, complete and timely.

Responsibilities

Essential duties and responsibilities include the following. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ensure data in SalesForce and NetSuite are complete, correct and current
• Performs weekly audits on booked sales orders and other transactions
• Responds to internal and external inquiries related to orders and invoicing
• Works collaboratively both internally and cross-functionally
• Process complex transactions that may require additional information from multiple departments
• Perform customer account reconciliations as necessary and address discrepancies promptly
• Provide team and/or individual user trainings as needed
• Gathers, collates and reports key billing information to the Manager, Order Management
• Responsible for upkeep of department dashboard, updating reports when requested
• Assists with managing service level agreements, ensuring that the Billing Operations team keeps up with deadlines and monitors daily reports to ensure deadlines are met
• Recognizes areas for improvement and efficiency and recommend changes
• Create and maintain the department’s standard operating procedures and process flows, ensuring all SOP’s are regularly reviewed and refreshed and published
• Provide superior customer service to all internal and external business partners
• Contribute on projects related to process and system improvements
• Responsible for testing system and/or process changes to ensure processes are not adversely affected

Qualifications

To be considered for and to perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Qualifications include:

• 3-5 years of experience in SalesForce and/or NetSuite platforms
• Bachelor’s Degree in Accounting, Business Administration or Finance
• Flexibility to work additional time, including nights and/or weekends for month/quarter end
• Expert level skills in Microsoft Office
• Excellent communication, negotiation, and interpersonal skills
• Excellent conflict resolution skills and internal customer service skills
• Effective presentation, organizational, planning skills, and interpersonal skills
• Ability to effectively prioritize and manage multiple projects concurrently, meeting deadlines consistently
• Demonstrated initiative to proactively identify issues and develop solutions for PowerSchool organization

Environmental Factors

• Constant indoor collaborative work environment in close contact with co-workers
• Frequent social interactions and interruptions
• Frequent work under time restraints
• Occasional travel

Physical Requirements

Lifting/Carrying:

• Occasionally carrying items weighing under 10 lbs.
• Rarely carrying items weighing between 11-20 lbs.

Twisting/Turning:

• Occasionally reaching over shoulder
• Overhead and reaching outward
• Occasionally bending
• Frequently walking normal surfaces
• Constant sitting

Other:

• Constant use of keyboard, fine dexterity, grasping, holding
• Constant repetitive motion – hands

EEO Commitment

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.