Senior Order Management Associate

At PowerSchool, we are a dedicated team of innovators guided by our shared purpose of powering personalized education for students around the world. From the central office to the classroom to the home, PowerSchool supports the entire educational ecosystem as the global leader of cloud-based software for K-12 education. Our employees make it all possible, and a career with us means you’re joining a successful team committed to engaging, empowering, and improving the K-12 education experience everywhere.

Team Overview

The Order Management department at PowerSchool manages the order processing and invoicing functions for the company.  The team’s core responsibilities are processing new and renewing sales order bookings, invoicing, and credit memo/cancellation processing.  

The Senior Order Management Associate is responsible for assisting with the daily billing operations, ensuring accurate and timely processing of invoices, and providing support to our internal stakeholders. They are expected to review contracts and supporting documentation, interpret terms and conditions, make judgments when needed and ensure orders are booked and invoices are generated in accordance with the terms and conditions and company policy.   

The Senior Order Management Associate is also called on to assist with training team members.  They are expected to be a resource for daily transactional questions as they are considered the experts on the team with knowledge of all Order Management policies and procedures. 

Essential duties and responsibilities include the following. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Review contracts/quotes/purchase orders and create corresponding sales orders and invoices in our accounting system (NetSuite)  

• Ensure billing schedules are accurate and complete  

• Generate credit memos, account adjustments and refunds after approvals have been obtained  

• Ensure data in SalesForce and NetSuite are complete, correct and current  

• Register and maintain customer procurement sites  

• Meet department service level agreements on response times  

• Consistently perform at or above productivity and quality standards as set by management  

• Process various forms and requests as received by our customers and legal department  

• Drive continuous improvement through process efficiency suggestions  

• Monitor and manage their individual productivity and quality metrics  

• Provide superior customer service to all internal and external business partners   

• Ensure understanding and ability to execute on all key concepts and company policies  

• Assist with trainings and act as primary point of contact for employee questions   

• Recommend process and system improvements  

• Process complex transactions that may require additional information from multiple departments   

• Participate in testing system and/or process changes to ensure processes are not adversely affected  

• Review billing errors and task escalations to ensure customer accounts are corrected in a timely manner  

• Gather, collate and report key billing information to Leadership team  

To be considered for and to perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.  

Qualifications include: 

• 2-4 years of experience in SalesForce and/or NetSuite platforms  

• Bachelor’s Degree in Accounting, Business Administration or Finance  

• Strong working knowledge of Microsoft Office is required 

• Excellent communication, negotiation, and interpersonal skills  

• Ability to multi-task and meet strict deadlines   

• Flexibility to work additional time, including nights and/or weekends for month/quarter end  

• Demonstrated initiative to proactively identify issues and develop solutions for PowerSchool organization.  

EEO Commitment

PowerSchool is committed to a diverse and inclusive workplace. PowerSchool is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Our inclusive culture empowers PowerSchoolers to deliver the best results for our customers. We not only celebrate the diversity of our workforce, we celebrate the diverse ways we work. If you have a disability and need an accommodation regarding our recruiting process, please let us know by emailing accommodations@powerschool.com.
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