About the Job
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 lev...
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.
Key Responsibilities
In this role, you will lead the operational reporting, data visualization, and governance frameworks for our global Order Management function. You will build and maintain real-time operational dashboards (Looker, Salesforce, NetSuite, Google Workspace), track team SLAs, govern exception queues, and ensure clean data flows across our Quote-to-Cash (QTC) ecosystem. You will work closely with our US-based OM Lead in Oakland, India-based OM Analysts, Deal Desk, Revenue Accounting, and Systems Engineering.
This is a full-time position based in the Bengaluru . Candidates must reside within commuting distance of our Bengaluru office and be available to attend in-person meetings and company events as needed.This position requires working outside of normal India business hours to support global business operations. The expected working hours for this role will be 9:30 PM to 5:30 AM IST.
Salesforce CPQ, NetSuite, Celigo, Looker / Power BI, Jira, Google Sheets (Advanced), Avalara, Zendesk, claude, chatgpt, gemini, Salesforce Billing
Reporting & Dashboard Ownership: 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.
Status & Exception Queue Governance: Manage daily triage of blocked sales orders, integration errors (Celigo/NetSuite), and amendment backlogs; drive root-cause resolution across cross-functional teams.
Order Validation & Deal Review: Conduct final reviews of complex, closed/won opportunities in Salesforce CPQ for policy compliance, pricing accuracy, contract terms, and revenue recognition alignment.
Process Standardization & SOPs: Maintain and refine test cases, validation runbooks, exception handling playbooks, and SOPs as operations transition from offshore BPO partners.
Automation & System Health: 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.
Cross-Functional Collaboration: Serve as the primary regional escalation point for Deal Desk, Sales, Legal, and Billing to resolve booking blockers and ensure audit-ready controls.
Required Skills & Abilities
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.
Prior experience leading process transitions or knowledge transfer (KT) programs from offshore BPO teams.
Exposure to middleware integration tools (e.g., Celigo).
#LI-Hybrid
#LI-DB1
Perks and Benefits
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.
*May vary by country and worker type - please reach out to your recruiter for more information
Click here to learn more about Fivetran's Benefits by Region.
We’re honored to be valued at over $5.6 billion, but more importantly, we’re proud of our core values of Get Stuck In, Do the Right Thing, and One Team, One Dream. Read about us in Forbes.
Fivetran brings together high-quality talent across the globe to make data access as easy and reliable as electricity for our customers. We value and recognize that our customers benefit from having innovative teams made of people from many backgrounds, experiences, and identities. Fivetran promotes diversity, equity, inclusion & belonging through attracting, recruiting, developing, and retaining a diverse workforce, not only because it is the right thing to do, but because it helps us build a world-class company to better serve our customers, our people and our communities.
To learn more about Fivetran’s culture and what it’s like to be part of the team, click here and enjoy our video.
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Qualifications
Experience:
4 years experience
