Order Management Analyst

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.   

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

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, or equivalent years of experience
• 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

Compensation & Benefits

PowerSchool offers the following benefits:

• Comprehensive Insurance Coverage (including Medical, Dental, Vision, Pharmacy benefits, Life Insurance and AD&D)
• Flexible Spending Accounts and Health Savings Accounts
• Short-Term Disability and Long-Term Disability
• Comprehensive 401(k) plan
• Generous Parental Leave
• Unrestricted paid time off (known as Discretionary Time Off - DTO)
• Wellness Program, including ClassPass & Employee Assistance Program
• Tuition Reimbursement
• Optional Benefits: Pet Insurance, Identity Theft Protection, Student Debt Repayment Program and Prepaid Legal coverage

A reasonable estimate of the base compensation range for this position is $27.50-$30.00 USD per hour. This compensation range is specific to the United States and it incorporates many factors including but not limited to an applicant's skills and prior relevant experience and training; licensures, degrees, and certifications; internal equity; internal pay ranges; and market data/range parameters.

PowerSchool is committed to a diverse and inclusive workplace. PowerSchool is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Our inclusive culture empowers PowerSchoolers to deliver the best results for our customers. We not only celebrate the diversity of our workforce, we celebrate the diverse ways we work. If you have a disability and need an accommodation regarding our recruiting process, please let us know by emailing accommodations@powerschool.com.