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Join Tricentis' Finance team to own critical Order-to-Cash activities spanning customer orders, invoicing, and collections. You'll work across Salesforce and the ERP environment to ensure orders move smoothly, invoices remain accurate, and payments stay on track. Partner with Sales, Deal Desk, Finance, and customers to manage requirements, identify issues early, and keep transactions flowing. The role moves quickly, especially during month-end and quarter-end close cycles.
Key responsibilities include:
- Own customer orders from booking through invoicing and collection
- Process new orders, contracts, and renewals accurately and on time
- Generate invoices aligned with contract terms, purchase orders, and customer billing requirements
- Manage collections activity by reviewing outstanding receivables and following up on unpaid invoices
- Navigate customer procurement processes, supplier portals, purchase orders, and billing documentation
- Maintain accurate customer, order, ARR, bookings, and billing data across Salesforce and ERP
- Reconcile information across systems and investigate discrepancies before they impact invoicing or payment
- Prioritize high volumes of orders, invoices, emails, and customer requests during month-end and quarter-end
- Identify and escalate exceptions with the information Finance and business partners need to act
- Communicate directly with customers and internal stakeholders to resolve questions and keep transactions moving
- Partner with Deal Desk, Sales, Finance, and other teams across the Order-to-Cash process
You'll succeed if you enjoy working through details, managing multiple priorities, and delivering accurate work when volume is high. The role requires three days per week in the Atlanta office, including Fridays.
Requirements:
- 2+ years working in billing, collections, order management, accounts receivable, or Order to Cash
- Hands-on experience managing billing and collection activities
- Experience working in Salesforce and CPQ workflows
- Experience processing orders, invoices, or receivables through an ERP or financial system
- Strong Excel skills (VLOOKUP/XLOOKUP, grouping data, matching customer records, reconciling information, manipulating datasets)
- Track record of producing accurate work where details matter
- Ability to organize and prioritize competing demands in a high-volume environment
- Clear written and verbal communication with customers and internal stakeholders
- Judgment to recognize exceptions, investigate underlying information, and escalate appropriately
- Bachelor's degree in Accounting, Finance, Business, or related field, or equivalent professional experience
Experience that will help you stand out:
- SAP S/4HANA, SAP Public Cloud, NetSuite, or similar ERP experience
- Experience in a public software or SaaS environment
- Experience managing customer supplier portals and purchase-order requirements
- Experience working through month-end and quarter-end Order-to-Cash cycles
