Order Management Specialist
Job Summary
Job Description
Egnyte is seeking an Order Management Specialist in Mountain View, CA for a hybrid role, requiring 3 days in the office. This position is crucial for ensuring accurate and efficient customer onboarding by processing signed contracts, managing sales orders in Salesforce and the billing system, and resolving discrepancies. The specialist will collaborate with Sales, Legal, Finance, and Customer Success teams to address contract accuracy, system issues, and deployment bottlenecks. Responsibilities include supporting month-end close, assisting with financial reviews, adapting to product changes, and managing multiple priorities. The role is key to revenue recognition and company growth.
Must have:
- Bachelor's degree in Business, Finance, or related field
- Proficiency in Excel (pivot tables, formulas)
- Strong Salesforce knowledge
- Detail-oriented with problem-solving skills
- Excellent time management and multitasking
Good to have:
- Experience with Salesforce Billing
- Clear communicator, able to work independently and cross-functionally
Perks:
- Competitive salaries and comprehensive benefits
- Flexible hours and generous time off
- Paid holidays and sick time
- 401(k) Retirement Plan
- Health Savings Account with employer contribution
- Paid Parental and Adoption Leave
- Modern offices
- Gym, cell phone, and internet reimbursement
- Well-being apps and Employee Assistance Program
- Discounted pet insurance, electronics, theme park tickets, travel
- Lifetime access to an Egnyte account
7 skills required
Job Details
Description
ORDER MANAGEMENT SPECIALIST
MOUNTAIN VIEW, CA - HYBRID 3 DAYS IN OFFICE
EGNYTE YOUR CAREER. SPARK YOUR PASSION.
Egnyte is a place where we spark opportunities for amazing people. We believe that every role has a great impact, and every Egnyter should be respected. When joining Egnyte, you’re not just landing a new career, you become part of a team of Egnyters that are doers, thinkers, and collaborators who embrace and live by our values:
Invested Relationships Fiscal Prudence Candid ConversationsABOUT EGNYTE
Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 22,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere. For more information, visit www.egnyte.com.
Our Order Management team is responsible for turning signed contracts into accurate, activated customer accounts. This team is essential to our revenue operations, ensuring customers are deployed on the right plans, billed correctly, and set up for a smooth experience from the start. You’ll help drive operational excellence by processing contracts, identifying and resolving discrepancies, and working cross-functionally with Sales, Legal, Finance, and Customer Success. Your attention to detail and problem-solving skills will help ensure our customers are onboarded correctly and our business runs efficiently. This role is a critical part of how we deliver value to customers and recognize revenue — your work directly supports the company’s growth and success.
WHAT YOU’LL DO:
- Review orders and contracts in Salesforce to ensure compliance with product structure and internal policies.
- Process and manage sales orders and contracts in both our internal billing system and Salesforce
- Identify and resolve issues related to contract accuracy, system discrepancies, and application or deployment errors
- Monitor and manage the inquiry queue, ensuring timely responses within defined SLAs for both internal and external partners
- Collaborate with Legal, Sales, Deal Desk, and Finance to resolve non-compliant orders and remove deployment bottlenecks
- Support month-end close activities and assist with quarterly financial reviews and audits
- Stay adaptable as our product offerings evolve, with the ability to handle technical and contractual changes
- Effectively manage multiple priorities and deadlines in a fast-paced environment
- Contribute to process documentation and participate in continuous improvement initiatives across the department
- Hybrid work model - 3 days per week at our Mountain View office
YOUR QUALIFICATIONS:
- Bachelor’s degree in Business, Finance, or a related field.
- Proficiency in Excel (including pivot tables, lookup formulas, and data validation)
- Strong working knowledge of Salesforce; experience with Salesforce Billing is preferred
- Detail-oriented with strong problem-solving and analytical skills
- Excellent time management and multitasking abilities
- Clear communicator with the ability to work independently and cross-functionally
COMPENSATION:
Our compensation reflects the cost of labor across multiple U.S. geographic locations, and pay varies based on defined markets. The standard base pay range for this position across the U.S. is $80k - $100k annually. Pay varies by work location and may also be dependent on job-related skills, knowledge, and/or experience. During the interview and/or hiring process, your recruiter can share more information about the compensation package specific to the role and job location.
BENEFITS:
- Competitive salaries and comprehensive benefits
- Flexible hours and generous time off (RTO, Responsible Time Off) to help support your work-life balance
- Paid holidays and sick time
- 401(k) Retirement Plan (Traditional, Roth and Mega Backdoor Roth)
- Health Savings Account (HSA) with a generous employer contribution
- Up to 12wks of paid Parental and 10wks Adoption Leave to help you grow your family
- Modern and collaborative offices located in Spokane, WA; Draper, UT; Raleigh, NC; Mountain View, CA; Reading, England, and Poznan, Poland
- Gym, cell phone, and internet reimbursement
- Free well-being apps such as Spring Health for Guardian are offered, as well access to our Employee Assistance Program (EAP)
- Perks include discounted pet insurance, electronics, theme park tickets, travel, plus more
- Your own Egnyte account with lifetime access
Equal Employment Opportunity
Egnyte, Inc. is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Egnyte, Inc.'s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs, and general treatment during employment.
Commitment To Diversity, Equity, and Inclusion:
At Egnyte, we celebrate our differences and thrive on our diversity for our employees, our products, our customers, our investors, and our communities. Our global Egnyte Employee Communities (EECs) support representation and inclusion across our diverse workplace. Egnyters are encouraged to bring their whole selves to work and to appreciate the many differences that collectively make Egnyte a higher-performing company and a great place to be.
Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of hr@egnyte.com. Egnyte, Inc. will not allow any form of retaliation against employees who raise issues of equal employment opportunity. If employees feel they have been subjected to any such retaliation, they should contact hr@egnyte.com. To ensure the workplace is free of artificial barriers, violation of this policy including any improper retaliatory conduct will lead to discipline, up to and including discharge. All employees must cooperate with all investigations conducted pursuant to this policy.
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