Order Management Specialist

37 Minutes ago • All levels • $52,000 PA - $83,200 PA
Customer Service

Job Description

Egnyte is seeking an Order Management Specialist for a hybrid role in Mountain View, CA. This temporary-to-permanent position is crucial for revenue operations, ensuring accurate customer account activation from signed contracts. The specialist will process sales orders, resolve discrepancies, collaborate cross-functionally with Sales, Legal, Finance, and Customer Success, and support month-end close activities. This role requires strong attention to detail and problem-solving skills to ensure efficient customer onboarding and business growth.
Good To Have:
  • Experience with Salesforce Billing is preferred
Must Have:
  • 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
  • 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
  • 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

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Description

TEMPORARY TO PERMANENT ROLE

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 Conversations

ABOUT 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 pay range for this position across the U.S. is $25-$40 per hour. 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.

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.

At Egnyte, we embrace our unique differences and thrive on the individuality of our employees, our products*, our customers, our investors, and our communities. Our global Egnyte Employee Communities (EECs) support representation and foster connectedness across our varied 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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