About the company
From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query, with no engineering or maintenance required. We’re proud that more organizations continue to leverage our technology every day to become truly data-driven.
Fivetran and dbt Labs are bringing together two industry-leading companies with a shared mission: helping organizations unlock the full value of their data.
Together, we’re delivering the data infrastructure layer that helps organizations move, transform, and trust their data — from the moment data moves, through every transformation, to the context teams and AI systems rely on.
Fivetran helps organizations automate data movement across the systems, clouds, engines, and tools they rely on. dbt Labs pioneered analytics engineering, helping teams transform data into reliable, governed insights. Together, we support thousands of organizations as they build a trusted foundation for analytics, AI, and better business decisions.
Responsibilities
- Build, maintain, and own global Order Operations dashboards in Looker, Salesforce, and Google Sheets to track bookings QA, order cycle times, error trends, and SLA performance.
- Manage daily triage of blocked sales orders, integration errors (Celigo/NetSuite), and amendment backlogs; drive root-cause resolution across cross-functional teams.
- Conduct final reviews of complex, closed/won opportunities in Salesforce CPQ for policy compliance, pricing accuracy, contract terms, and revenue recognition alignment.
- Maintain and refine test cases, validation runbooks, exception handling playbooks, and SOPs as operations transition from offshore BPO partners.
- Partner with Systems Engineering to monitor order flow sync health across systems, execute UAT testing for new product/SKU releases, and provide data-driven feedback to tune validation rules.
- Serve as the primary regional escalation point for Deal Desk, Sales, Legal, and Billing to resolve booking blockers and ensure audit-ready controls.
Requirements
- 4+ years of hands-on experience in SaaS Order Management, Deal Desk, or Revenue Operations.
- Advanced proficiency in Salesforce CPQ and NetSuite ERP.
- Proven experience building operational dashboards and reports using Looker, Power BI, Tableau, or Salesforce Analytics.
- Demonstrated capability in analyzing QTC metrics (e.g., error rates, processing SLAs, queue backlogs) to drive process improvements.
- Strong understanding of subscription billing models (proration, co-terming, usage, renewals) and SOX control frameworks.
- Exceptional written and verbal communication skills for cross-time-zone collaboration.
- Basic SQL or data querying skills to extract and reconcile transactional data (optional).
- Prior experience leading process transitions or knowledge transfer (KT) programs from offshore BPO teams (optional).
- Exposure to middleware integration tools (e.g., Celigo) (optional).
Conditions
- 100% employer-paid medical insurance
- Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays (including a year end Global Week of Rest), and volunteer days off
- RSU stock grants
- Professional development and training opportunities
- Company virtual happy hours, free food, and fun team-building activities
- Monthly cell phone stipend
- Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents.