Job Description
Order Operations Analyst
Join us in shaping the future of Order Operations—where precision, process excellence, and cross-functional collaboration drive our ability to deliver a seamless selling experience across the globe.
As an integral member of the Order Operations team, you’ll play a critical role in enabling our Go-to-Market strategy by ensuring that sales opportunities are validated, processed, and closed with accuracy and speed. You’ll be the operational backbone behind deal execution, working closely with Sales, Legal, and Finance ensuring every order is compliant, complete, and ready for revenue recognition.
You’ll also contribute to ongoing data cleanup initiatives to improve CRM accuracy and support scalable operational growth.
This is a high-impact role within the Revenue Operations function, ideal for someone who thrives in fast-paced environments, enjoys solving operational puzzles, and takes pride in getting the details right.
A Day in the Life
The Order Operations Analyst, Associate will have the primary responsibility of delivering operational execution and support of our GTM strategies across segments, with a specific focus in the following areas:
- Opportunity Validation & Processing: Review and process closed-won opportunities in Salesforce, ensuring all required documentation (e.g., signed order forms, POs) is in place or appropriately approved for exceptions.
- Quarter-End & Month-End Support: Provide extended coverage during critical financial periods to meet SLA and revenue targets.
- Exception Handling: Collaborate with Legal and Sales to resolve edge cases such as missing services on POs, incorrect product entries, or automation overrides in NetSuite.
- Sales Data Assignments: Own ongoing changes across sales data, supporting transitions in account, territory, and opportunity ownership for new hires and internal moves.
- Data Audits: Conduct weekly audits of global revenue team data to ensure accurate alignment of accounts, territories, and opportunities within our CRM.
- Sales Reporting: Partner with senior leadership to support ad-hoc reporting needs across regions.
- Data Governance: Support adherence to global data standards and ensure high levels of compliance and data quality across segments.
Role Progression - Data Cleanup Projects: Participate in structured data cleanup efforts to ensure CRM accuracy, eliminate redundancies, and support scalable operational processes.
Role Progression
Within 1 month, you will:
- Complete onboarding and gain access to Salesforce, NetSuite, and internal work request systems.
- Learn the end-to-end order processing workflow, including opportunity validation and documentation requirements.
- Shadow team members to understand how to handle exceptions, such as missing POs or incorrect product configurations.
- Begin processing low-complexity opportunities with supervision.
- Understand the SLA expectations for quarter-end and month-end support.
Within 3 months, you will:
- Independently manage opportunity validation and closure for assigned regions or segments.
- Handle exception scenarios by collaborating with Sales, Legal, and Finance to resolve blockers.
- Monitor and respond to internal work requests, ensuring timely and accurate processing.
- Participate in weekly audits of sales data and contribute to improving data quality and compliance.
- Support the team during high-volume periods by prioritizing urgent deal closures and escalations.
Within 6 months, you will:
- Become a subject matter expert in opportunity processing and documentation compliance.
- Lead the resolution of complex order issues, including automation overrides and post-invoice corrections.
- Proactively identify process gaps and propose improvements to enhance operational efficiency.
- Mentor new team members and contribute to training documentation.
- Serve as a trusted partner to Sales and Revenue Operations, ensuring smooth deal execution and data integrity.
- Lead or co-lead data cleanup projects to improve CRM hygiene and support operational scalability.
About You
- You are detail-oriented and thrive in structured, process-driven environments.
- You take ownership of your work and consistently meet deadlines, especially during high-pressure periods like quarter-end.
- You’re comfortable navigating complex systems like Salesforce and NetSuite, and you enjoy solving order-related puzzles.
- You communicate clearly and professionally with cross-functional teams including Sales, Legal, and Finance.
- You’re proactive in identifying blockers and escalating them appropriately to keep deals moving.
- You understand the importance of data accuracy and follow governance protocols to ensure clean, compliant records.
- You enjoy working behind the scenes to make sure everything runs smoothly—and you take pride in being the person others rely on to get it done right.
- You’re eager to learn, adapt quickly to new tools and processes, and contribute to continuous improvement.
Qualifications
- 2–3+ years of experience in Order Operations, Revenue Operations, or a similar function.
- Proficiency in Salesforce and familiarity with NetSuite or other ERP systems.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities and meet tight deadlines.
- Experience working with global teams and across time zones is a plus.
Litera is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.