Loftware

Loftware

·2 days ago

Senior manager, global order management

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Location

onsite, Portsmouth, NH, United States

Commitment

Full Time

Level

Senior (5+ years)

Required skills

Order ManagementSalesforceSage IntacctQuote-to-cashTeam LeadershipProcess ImprovementData QualityFinancial SystemsBilling ReadinessAutomationInternal ControlsAudit SupportRevenue AccountingSaaSAnalytical SkillsProblem-solving

Job Description

About the Role

We are seeking a Senior Manager, Global Order Management to lead our Order Management function from contract execution through billing readiness.

This highly visible role combines team leadership, operational ownership, and deep systems expertise. The successful candidate will have strong functional knowledge of Salesforce and Sage Intacct and will lead improvements in integration, automation, data quality, controls, and scalability.

What You’ll Do

Lead Global Order Management

  • Own global order management for new business, amendments, and cancellations.
  • Lead and develop the Order Management team.
  • Establish consistent processes, service levels, controls, documentation, and escalation procedures.
  • Serve as the senior escalation point for complex and non-standard transactions.
  • Monitor order backlogs, aging, and exceptions that could delay billing.
  • Drive accurate and timely month-end and quarter-end execution.

Own Salesforce and Sage Intacct Processes

  • Serve as the functional subject-matter expert for Salesforce and Sage Intacct within the order-to-cash process.
  • Understand how customer, contract, product, pricing, order, and billing data moves between the systems.
  • Investigate cross-system issues, identify root causes, and coordinate sustainable solutions.
  • Translate business needs into functional requirements for system enhancements.
  • Lead or support process design, testing, UAT, implementation, validation, and user adoption.
  • Improve reporting and exception management for transactions requiring manual intervention.

Drive Automation and Continuous Improvement

  • Identify integration gaps, manual workarounds, duplicate entry, spreadsheet dependencies, and data-quality issues.
  • Maintain a prioritized roadmap of system and process improvements.
  • Increase automation and straight-through processing across order creation, validation, approvals, data transfer, and billing readiness.
  • Measure results from implemented improvements.
  • Support broader quote-to-cash and order-to-cash transformation initiatives.

Strengthen Controls and Data Quality

  • Maintain effective controls over order creation, changes, approvals, interfaces, and supporting documentation.
  • Establish accountability for critical customer and transaction data.
  • Strengthen reconciliations and exception reporting between Salesforce and Sage Intacct.
  • Support internal and external audits.
  • Partner with Revenue Accounting on unusual contractual terms while maintaining separation between operational processing and technical accounting decisions.

Measure and Improve Performance

  • Establish and improve metrics for:
    • Processing time, backlog, and aging
    • First-pass accuracy, exceptions, and rework
    • Billing readiness
    • Manual versus automated volumes
    • Touchless processing
    • Salesforce-to-Sage Intacct integration and data-quality issues
    • Results delivered by system and process improvements

What We’re Looking For

Required Qualifications

  • Bachelor’s degree in Accounting, Finance, Business, Operations, Information Systems, or a related field.
  • 8+ years of experience in Order Management, quote-to-cash, finance operations, billing, Sales Operations, or a related function.
  • Strong hands-on functional knowledge of Salesforce, including accounts, opportunities, products, pricing, contracts, orders, and approvals.
  • Strong functional knowledge of Sage Intacct, including customer and transaction data, Accounts Receivable, billing processes, and financial-system integrations.
  • Experience troubleshooting Salesforce-to-Sage Intacct data flows, integrations, reconciliations, and exceptions.
  • Experience developing requirements and participating in system configuration, testing, UAT, implementation, and process redesign.
  • Strong understanding of software contracts, pricing, billing terms, amendments, and purchase orders.
  • Demonstrated success improving automation, data integrity, controls, and operational scalability.
  • Strong analytical, problem-solving, and cross-functional communication skills.

Preferred Qualifications

  • 3+ years of people-management or significant team-leadership experience.
  • Experience in a global software, SaaS, subscription, or recurring-revenue company.
  • Experience leading Salesforce or Sage Intacct enhancement and integration initiatives.
  • Experience with quote-to-cash or order-to-cash transformation.
  • Experience supporting financial audits.

What Success Looks Like

  • Accurate and timely order processing and billing readiness
  • Lower backlog, exceptions, and rework
  • Increased automation between Salesforce and Sage Intacct
  • Reduced manual entry and spreadsheet dependency
  • Improved integration, controls, and data quality
  • Standardized and scalable global processes
  • Measurable results from system improvements
  • A high-performing, systems-oriented Order Management team

Equal Opportunity

We provide equal employment opportunities based on business needs, job requirements, and individual qualifications, without regard to any status protected by applicable law.

Ready to join the team?

Apply now

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