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Senior Order Operations Specialist

Position Description: Okta is seeking a top tier Order Operations Specialist with a positive attitude and thirst for process improvement within a fast-paced organization. The role will have a dual focus on (1) transaction processing and optimization and (2) problem solving/increasing Sales Order accuracy. This role will report to the Order Operations Manager.

Job Duties and Responsibilities:

  • Review all incoming orders for completeness, accuracy, and compliance to company bookings and revenue recognition guidelines
  • Partner with Sales, Deal Desk, Renewals, Collections, Legal, and Revenue departments and become subject matter expert in regards to Order Management & Provisioning
  • Review and evaluate current deal closure policies and procedures and challenging those items that delay or complicate deal closure, invoicing, revenue recognition, commissions, and collections workflows. Providing a reasonable and creative solution to improve workflows based on analysis
  • Develop and Document controls and procedures
  • Lead and assist in special projects as assigned; preparing timely and accurate results
  • Partner with Deal Desk to provide input and recommendations on non-standard deals based on billing and revenue objectives
  • Assist with creation and preparation of schedules and reports regarding key metrics for management review
  • Partner with Billing and Collections team to resolve all invoicing issues in a timely manner
  • Investigate and resolve all subscription/Order related issues
  • Contribute ideas and innovations on legacy policies that drive efficiency and compliance

Required Skills:

  • Bachelor’s Degree required
  • 3-4 years relevant work experience (billing or collections experience preferred)
  • A team player, adept at building relationships across the organization while adhering to tight deadlines with a positive demeanor
  • SaaS experience strong plus
  • Ability to work independently and with minimal guidance
  • Salesforce, SalesForceCPQ, and Netsuite experience a plus
  • Extreme attention to detail
  • Intermediate knowledge of excel (pivot tables, Vlookups, etc.)

Okta is an Equal Opportunity Employer.

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U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at this company are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

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Because we do business with the government, we must reach out to, hire, and provide equal opportunity to qualified people with disabilities1. To help us measure how well we are doing, we are asking you to tell us if you have a disability or if you ever had a disability. Completing this form is voluntary, but we hope that you will choose to fill it out. If you are applying for a job, any answer you give will be kept private and will not be used against you in any way.

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  • Multiple sclerosis (MS)
  • Missing limbs or partially missing limbs
  • Post-traumatic stress disorder (PTSD)
  • Obsessive compulsive disorder
  • Impairments requiring the use of a wheelchair
  • Intellectual disability (previously called mental retardation)
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