Order Management
San Francisco, CAFull-timePosted 2w ago
About the role
Role responsible for owning and optimizing the operational backbone between what is sold and what is billed, spanning order management, usage tracking, deal operations, and process automation to support a high-growth B2B SaaS company.
Responsibilities
- Own the path from signature to booking: build, verify, and book quotes across the customer lifecycle, capturing all critical commercial terms
- Collaborate across GTM Operations, Finance, and Sales Compensation to ensure bookings flow accurately into all downstream systems and reporting
- Leverage and spearhead order management guides and best practices, influencing policies and processes as new terms and products emerge
- Partner with Agent Development to set up, verify, and maintain outcome-based usage tracking across agents
- Run the monthly consumption reporting and billing cycle for our growing customer base, delivering key reports to the company and to the Customer
- Serve as the owner for usage questions from customers, Sales, and Agent Development
- Draft, review, and execute order forms, working with our Pricing team to align on commercial negotiation, deal forecast, and downstream operability
- Partner with Sales, Legal, Pricing, and Finance across the deal lifecycle to execute deals cleanly and drive scalability over time
- Continuously identify repetitive processes across the order management lifecycle and automate/scale them
- Define billing processes and policies for new products and pricing models with Revenue Operations and GTM systems
- Ramp from standard processes to owning complex and ambiguous scenarios
Qualifications
- 2–4 years in deal desk, order management, billing operations, or revenue operations at a B2B SaaS company
- Experience owning an operational booking and/or billing queue end-to-end with high accuracy against monthly deadlines
- Experience with CRMs (e.g., Salesforce) and a CPQ or billing system; comfortable reading a contract and translating terms into system fields
- Strong attention to detail and clear written communication skills to collaborate with Sales, Finance, Legal, and customers
- Ability to identify areas for improvement and build solutions using AI tooling
- Based in San Francisco and able to work in-office with the team
Skills
Required:Order management and bookingCRM and CPQ/billing systemDocumentation and communication
Nice to have:Process improvement and automation
Benefits
- Flexible (unlimited) paid time off
- Medical, dental, and vision benefits for you and your family
- Life insurance and disability benefits
- Retirement plan dependent on country of employment
- Parental leave
- Fertility and family building benefits through Carrot
- Lunch, snacks, and coffee
- Discretionary benefit stipend
- Free alphorn lessons
Last updated Oct 14, 2026. Interested? Apply on the company site.
About Sierra
Better customer experiences. Built on Sierra.
Sierra helps businesses build better, more human customer experiences with AI.
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