Associate Order-to-Cash (Renewals)
Smart people, fun culture, innovative work, beautiful offices - oh, and everyone's really nice. That's what people say about SailPoint. If you're passionate about outsmarting cybercriminals and working at a company where you can truly have an impact, we want you to join us!!
Currently we are looking for an Associate Order-to-Cash to join the SailPoint Crew in Austin, TX (Can also be Remote)!! The Associate, Order-to-Cash is responsible for the invoicing and accounting processes for SailPoint's perpetual renewals and SaaS subscription services.The ideal candidate must have strong attention-to-detail, accuracy, and problem-solving skills, while maintaining the flexibility to adjust to changing business needs in a rapidly growing company.
The Associate must have excellent communication skills, both written and verbal, the ability to understand and develop processes, and be comfortable working independently with internal customers, external customers, and partners around the world. The ideal candidate has a strong understanding of contracts, project financials, and related data systems. This position reports to the Manager, Order-to-Cash.
Responsibilities:
- Primary order to cash responsibilities include:
- Maintenance renewals:
- Monthly quoting, research, validation, processing, and related invoicing
- Ensure compliance with business terms and conditions
- Updating and adjusting entitlements based on completed renewal in multiple systems
- Perform calculations for change requests including co-termination of entitlements, changes in support plans and reseller pricing
- Maintain customer files with purchasing and invoicing requirements
- Invoice delivery and submission in multiple portals
- Review actual to forecast variance analysis
- Manage cash collections, dunning notices, and suspension campaigns of maintenance renewals
- Handling customer inquiries related to the various renewal elements
- Work with lead management in understanding revenue recognition policy and application
- Exposure to new deal and multi-element arrangement processing and accounting
- Develop and maintain working relationships across lines of business, including Account Management, Contracts, and Sales regarding order related items
- Maintenance of tax exemption certificates and withholding tax documents related to support services
- Maintenance renewals:
- Primary system maintenance and reporting responsibilities include:
- Assisting with updates and adjustments of data in Salesforce
- Maintain renewal contract setup for proper forecasting in Excel
- Intacct renewal setup for future years
- Manage cash collection performance, including invoice delivery, dunning notices and suspension campaigns using Tesorio
- Assist with projects, process development, and documentation
- Assist with the various required financial audits and filings
Required Skills/Experience:
- Bachelor's degree preferred
- 1 - 3 years of relevant experience, prior software company experience a plus
- Experience in the accounting or related fields
- Audit and compliance experience are beneficial
- Ability to communicate effectively across all levels of the company while ensuring compliance with set processes and procedures
- Strong organizational ability and a demonstrated track record of managing urgent projects concurrently
- Must be detail-oriented and adaptable
- Microsoft office
- Experience with enterprise accounting systems, such as Intacct, Salesforce, Smartsheet, and Tesorio systems a plus
SailPoint is an equal opportunity employer and we welcome everyone to our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.