Order management specialist

Cohesity is the leader in AI-powered data security. Over 13,600 enterprise customers, including over 85 of the Fortune 100 and nearly 70% of the Global 500, rely on Cohesity to strengthen their resilience while providing Gen AI insights into their vast amounts of data. Formed from the combination of Cohesity with Veritas’ enterprise data protection business, the company’s solutions secure and protect data on-premises, in the cloud, and at the edge. Backed by NVIDIA, IBM, HPE, Cisco, AWS, Google Cloud, and others, Cohesity is headquartered in Santa Clara, CA, with offices around the globe.

We’ve been named a Leader by multiple analyst firms and have been globally recognized for Innovation, Product Strength, and Simplicity in Design, and our culture.

Want to join the leader in AI-powered data security?

Order Management Specialist - (Hybrid) Costa Rica

The mission and purpose of Cohesity’s Business Operations team include defining and enabling standard selling models for Cohesity’s customer / partner transactions, which strive to deliver predictable and optimized financial outcomes. The Business Operations team partners with key stakeholders to establish guidelines and policies for both standard and custom selling models, which support Cohesity’s internal controls and go to market objectives.

The Order Management team is responsible for efficiently managing Cohesity customers’ orders. We are seeking an Order Management Specialist who will be part of the Business Operations team. The scope of work includes working with our Channel Partners, Deal Management, Legal, Finance, and other internal teams to execute the order process (order processing and provisioning) in line with company policy as well as processing deadlines. This role also utilizes problem solving and project management to deliver operational excellence, customer service, and teamwork.

HOW YOU'LL SPEND YOUR TIME HERE

• Review and validate order and sales contract information sources for completeness and accuracy in accordance to processing SLAs and booking policies.
• Ensure accuracy of orders and sales account data in the CRM and ERP systems.
• Provide operational support to sales and other teams with regards to the order lifecycle.
• Collaborate with Sales and other internal teams (Deal Management, Finance, Legal, IT) to resolve day-to-day issues, improve processes in order to exceed operational and performance goals.
• Ensure data maintenance and integrity by supporting ad hoc requests to reconcile and or update any order, sales contract, or sales account data discrepancies.
• Support period close activities by reviewing booking and fulfillment reports and working with Sales, Credit & Collections and Operations to reconcile any discrepancies related to order information and or provisioning.
• Investigate and identify opportunities for improvement within the quote-to-cash process that improves service, speed, or cost to optimize the order lifecycle.
• Participate and contribute to new process releases and system improvements by testing and providing operational insight.

WE'D LOVE TO TALK TO YOU IF YOU HAVE MANY OF THE FOLLOWING

• Self-starter, problem-solver, detail-oriented, well-organized; able to balance multiple tasks and prioritize in a dynamic and fast paced environment.
• 5+ years of order management experience including quoting, order creation / processing and billing.
• Collaborative approach to engaging with internal stakeholders, demonstrating highly effective verbal and written communication skills.
• Embodies Cohesity’s core values: respect, positive attitude, deliver, integrity, and customer obsession.
• Experience with new system design, implementation, program / change management.
• Strong experience with Software, including SaaS, and Hardware fulfillment models.
• Experience with channel / partner selling models.
• SFDC and ERP experience (NetSuite a plus).
• Sophisticated skills in efficiency tools such as G-Suite and Microsoft.
• Bachelor's Degree is preferred.

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Equal Employment Opportunity Employer (EEOE)

Cohesity is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status or any other category protected by law.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact us at 1-855-9COHESITY or recruiting@cohesity.com for assistance.

In-Office Expectations

Cohesity employees who are within a reasonable commute (e.g. within a forty-five (45) minute average travel time) work out of our core offices 2-3 days a week of their choosing.

We strongly prefer candidates who are currently located in or near the designated job location. Candidates outside the area should apply only if they are committed to relocating prior to their start date and have the legal right to work in the job location.