Senior Financial Representative, Order Processing

1 Month ago • 3 Years + • Administrative

About the job

Job Description

Zscaler is seeking an experienced Senior Financial Representative, Order Processing to join its Order Processing team. Responsibilities include reviewing customer purchase orders, creating sales orders and invoices, provisioning licenses, completing documentation, and coordinating with various departments. The role involves ensuring accurate contract details in ERP and CRM systems, supporting partners and customers, and handling peak order volumes to meet deadlines.
Must have:
  • Post-Graduate in Finance/Accounting
  • 3+ years of experience
  • Good Working knowledge of MS Office
  • Sound Analytics Skills
Good to have:
  • Working knowledge of NetSuite and Salesforce
  • Open for Rotational Shifts
Perks:
  • Various health plans
  • Time off plans
  • Parental leave options
  • Retirement options
  • Education reimbursement
  • In-office perks
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About Zscaler

Serving thousands of enterprise customers around the world including 40% of Fortune 500 companies, Zscaler (NASDAQ: ZS) was founded in 2007 with a mission to make the cloud a safe place to do business and a more enjoyable experience for enterprise users. As the operator of the world’s largest security cloud, Zscaler accelerates digital transformation so enterprises can be more agile, efficient, resilient, and secure. The pioneering, AI-powered Zscaler Zero Trust Exchange™ platform protects thousands of enterprise customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. 

Named a Best Workplace in Technology by Fortune and others, Zscaler fosters an inclusive and supportive culture that is home to some of the brightest minds in the industry. If you thrive in an environment that is fast-paced and collaborative, and you are passionate about building and innovating for the greater good, come make your next move with Zscaler. 

Our General and Administrative teams help to support and scale our great company. Whether striving to grow our workforce, nurture an amazing culture and work environment, support our financial and legal operations, or maintain our global infrastructure, the G&A team provides a strong foundation for growth. Put your passion, drive and expertise to work with the world's cloud security leader.

We're looking for an experienced Senior Financial Representative, Order Processing to join our Order Processing team. You will review customer purchase orders, creating associated sales orders and invoices, provisioning licenses on customer accounts, and completing all company-required documentation for audit support. Reporting to the Senior Manager, Finance, you'll be responsible for:

  • Review customer purchase orders, using an approved checklist, to ensure orders meet all booking criteria. Coordinate with Sales Reps and Sales Ops to correct issues with purchase orders or gather additional documentation before booking.
  • Perform provisioning activities following booking to ensure customers are licensed. Provision and track trial features for current customers
  • Create initial invoice in ERP system following booking and perform periodic reconciliations across ERP, CRM, & licensing systems and ensure contract details in the ERP and CRM systems are accurate and provide details to internal stakeholders
  • Provide support to Partners and Customer Success Team on customer contracts & support to Deal desk and Sales team on complex deal structure/renewal & upsell numbers
  • Handle peak order volume to meet end-of-month and end-of-quarter deadlines and additional tasks as assigned and handle special assignments/process automations from Head Quarters

What We're Looking for (Minimum Qualifications)

  • Post-Graduate in Finance, Accounting or other similar streams with 3 or more years of experience.
  • Good Working knowledge of MS Office
  • Sound Analytics Skills

What Will Make You Stand Out (Preferred Qualifications)

  • Open for Rotational Shifts
  • Working knowledge of NetSuite and Salesforce

#LI-HG1

#LI-Hybrid

At Zscaler, we believe that diversity drives innovation, productivity, and success. We are looking for individuals from all backgrounds and identities to join our team and contribute to our mission to make doing business seamless and secure. We are guided by these principles as we create a representative and impactful team, and a culture where everyone belongs. For more information on our commitments to Diversity, Equity, Inclusion, and Belonging, visit the Corporate Responsibility page of our website.

Our Benefits program is one of the most important ways we support our employees. Zscaler proudly offers comprehensive and inclusive benefits to meet the diverse needs of our employees and their families throughout their life stages, including:

  • Various health plans
  • Time off plans for vacation and sick time
  • Parental leave options
  • Retirement options
  • Education reimbursement
  • In-office perks, and more!

By applying for this role, you adhere to applicable laws, regulations, and Zscaler policies, including those related to security and privacy standards and guidelines.

Zscaler is proud to be an equal opportunity and affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all of our employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy or related medical conditions), age, national origin, sexual orientation, gender identity or expression, genetic information, disability status, protected veteran status or any other characteristics protected by federal, state, or local laws.

See more information by clicking on the Know Your Rights: Workplace Discrimination is Illegal link.

Pay Transparency

Zscaler complies with all applicable federal, state, and local pay transparency rules. For additional information about the federal requirements, click here.

Zscaler is committed to providing reasonable support (called accommodations or adjustments) in our recruiting processes for candidates who are differently abled, have long term conditions, mental health conditions or sincerely held religious beliefs, or who are neurodivergent or require pregnancy-related support.

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About The Company

Axonius gives customers the confidence to control complexity by mitigating threats, navigating risk, automating response actions, and informing business-level strategy. With solutions for both cyber asset attack surface management (CAASM) and SaaS management, Axonius is deployed in minutes and integrates with hundreds of data sources to provide a comprehensive asset inventory, uncover gaps, and automatically validate and enforce policies. Cited as one of the fastest-growing cybersecurity startups, with accolades from CNBC, Forbes, and Fortune, Axonius covers millions of assets, including devices and cloud assets, user accounts, and SaaS applications, for customers around the world. For more, visit Axonius.com.

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