Order Management Associate

The Order Management department at PowerSchool manages the order processing and Accounts Receivable

(Invoicing) functions for the company.  The team’s core responsibilities are all new and renewing sales order bookings, invoicing, and credit memo processes. 

The Order Management Associate is responsible for performing end to end order processing and billing functions.  They are expected to review contracts and supporting documentation, interpret terms and conditions, make judgments when needed and ensure orders are booked and invoices generated in accordance with the terms and conditions and company policy.  As a key part of the Finance team, the Order Management Associate is responsible for ensuring transactions are accurate, complete, and timely.  

• 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 revenue and billing schedules are accurate and complete
  • Generate credit memos, account adjustments and refunds after ensuring proper approvals have been obtained
  • Ensure data in SalesForce and NetSuite are complete, correct, and current
  • 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 you understand and can execute on all key concepts and company policies
  • Assist with trainings as needed
  • Watch for and recommend process improvements
  • Report success, opportunities and variances to Manager, Order Management and discuss as needed

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:

• 0-3 years of experience in Accounting, order management and/or billing applications
• Bachelor’s Degree in Accounting, Business Administration or Finance
• Proficient skills in Microsoft Office
• Excellent communication, negotiation, and interpersonal skills
• Ability to multi-task and meet strict deadlines
• Flexibility to work overtime, including nights and/or weekends for month/quarter end
• Demonstrated initiative to proactively identify issues and develop solutions for PowerSchool
• Experience in SalesForce and/or NetSuite platform is a plus

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 accomodations@powerschool.com.