Order Management Specialist (West Coast)

Come join the organization that is redefining security for the AI era. As one of the fastest-growing startups ever, we enable teams to secure cloud and AI applications by connecting code, cloud, and runtime into a single shared context. Trusted by security teams all over the world, we have a proven track record of success and a culture that values world-class talent. Not to mention, we're now, meaning we offer our customers an AI-powered platform that harnesses Google’s Threat Intelligence and Security Operations to better detect, prevent, and respond to threats across all environments, allowing for further innovation.

Our Wizards from all over the globe work together to protect the infrastructure of our customers, including over 50% of the Fortune 100, who trust us to scan and secure over 230 billion files daily. We’re honored to be a leading player in a massive and growing market, and we continue to look for exceptional Wizards who are eager to make a significant impact on our team. At Wiz, you’ll have the freedom to think creatively, dream big, and use your full range of skills to contribute to our momentous growth. Come join our team and help us create secure cloud environments that allow even the best companies to move faster, all while having some fun!

Summary

We are currently seeking a highly organized and detail-oriented Order Management Specialist to join our dynamic Sales Finance team. Order Management serves as a core business partner within the Sales Finance organization, focused on the quote-to-cash process and the development of scalable solutions to ensure accurate booking and reporting of revenue.

Location - West Coast

What You'll Do

• Primary Point of Contact: Act as the primary liaison for the Field Sales team, providing support for questions related to opportunity booking and subscription management.


• Opportunity Bookings and Documentation: Manage opportunity bookings, ensuring accuracy and completeness. Create and maintain Wiz Handbook documentation for streamlined processes. Resolve any booking errors promptly.


• Collaboration and Process Efficiency: Partner with Deal Desk and Billing teams to efficiently and accurately process opportunities. Maintain customer deal information, ensuring alignment between Salesforce and Netsuite. Collaborate with Revenue and Commission Accounting teams to address questions related to bookings.


• Reconciliations: Perform weekly and monthly reconciliations, ensuring a 1:1 relationship between Netsuite Invoice and SFDC Opportunity. Verify the accuracy of other bookings metrics.


• Compliance and Rules: Demonstrate a basic understanding of ASC606, SOX, and Export Compliance.

What You'll Bring

• Industry Familiarity: Familiarity with the Enterprise SaaS/B2B Industry, with experience in Order Management, Finance Operations, Deal Desk, Sales Operations, or Pricing preferred.


• Collaborative Skills: Demonstrated ability to partner effectively with GTM Teams and other cross-functional departments.


• Financial Acumen: Basic understanding of revenue recognition rules.


• Organizational Skills: Highly organized, customer-focused, and detail-oriented. Ability to multitask and prioritize, especially during periods of high volume such as End of Month or End of Quarter. Ability to effectively manage distractions and adapt to changing priorities. 


• Communication Skills: Excellent communication skills, with the ability to be transparent. Receptive of feedback.


• Technical Proficiency: Strong quantitative skills and proficiency in NetSuite, Salesforce, Basic knowledge and understanding of a CPQ tool.