Order Operations Analyst

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What Betterup is looking for in applicants

At BetterUp, we give people the coaching, support, and push they need to reach peak performance and unlock their limitless potential, in all they do, personally and professionally. We work with world-class experts and Coaches, pioneer innovative technology, and foster human touch at scale to fuel the BetterUp experience, and make growth and development achievable for all. We believe that practicing strong mental fitness is a never-ending practice of maintaining and building the strengths that proceed health, happiness, and success. 

And we’re looking to build out a diverse and ambitious team of go-getters to join us as we grow. Exciting opportunities lie ahead, as well as work that makes a real difference — not only in the lives of others, but for your own personal and professional growth, too. Join us as we continue to bring BetterUp to more people everywhere, and create impactful change for our members and for you. 

BetterUp is looking for an exceptional individual with a keen attention to detail who is mission driven to join our organization as an Order Operations Analyst. You will be a key contributor to the Finance and Revenue operations of a rapidly growing company. This position will review sales orders and customer agreements to ensure they follow our bookings policy and order framework. You will review and validate orders in a timely fashion and escalate and resolve questions promptly. This position will use your attention to detail and your research skills to surface and resolve discrepancies and respond to team questions. This is a fantastic opportunity to join a well-funded, rapidly growing company on an expanding team. This will be a challenging and fulfilling role for those who want to make an impact in a fast-paced, entrepreneurial environment. 

What you’ll do:

  • Review and validate customer orders accurately and timely to ensure data accuracy in Salesforce, compliance to company booking policies, and meet required SLAs/deadlines
  • Work with Deal Desk, Finance, and Accounting to promote, explain, and enforce booking and order policies across GTM teams while being considerate of business impacts
  • Investigate and escalate if needed on any order or bookings issues with appropriate team members
  • Work with Accounts Receivable, Sales, and Finance to investigate and resolve customer billing issues and disputes
  • Assist with preparation of bookings and renewal reports on a monthly, quarterly, and as needed basis and as part of month and quarter Close activities within the Finance department 
  • Work cross-functionally to maintain a best in class order perfection workflow, considerate of our partners, customers and business complexity
  • Respond to order operations inquiries communicating answers clearly and professionally

If you have some or all of the following, please apply:

  • 1-3 years in an order review, deal desk, or accounts receivable related role
  • Extreme attention to detail and ability to thrive in a fast paced environment
  • Strong Salesforce and Excel skills are required, with CPQ experience preferred
  • Previous experience in software, SaaS, or technology organization preferred
  • Strong communication and interpersonal skills
  • Excellent researching and problem-solving skills
  • BS/BA (in Accounting, Finance, Business) preferred


At BetterUp, we are committed to living out our mission every day and that starts with providing benefits that allow our employees to care for themselves, support their families, and give back to their community. 

  • Access to BetterUp coaching; one for you and one for a friend or family member 
  • A competitive compensation plan with opportunity for advancement
  • Medical, dental, and vision insurance
  • Flexible paid time off
  • Per year: 
    • All federal/statutory holidays observed
    • 4 BetterUp Inner Workdays (
    • 5 Volunteer Days to give back
    • Learning and Development stipend
  • Holiday charitable contribution of your choice on behalf of BetterUp
  • 401(k) self contribution

We are dedicated to building diverse teams that fuel an authentic workplace and sense of belonging for each and every employee. We know applying for a job can be intimidating, please don’t hesitate to reach out — we encourage everyone interested in joining us to apply.

BetterUp Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, disability, genetics, gender, sexual orientation, age, marital status, veteran status. In addition to federal law requirements, BetterUp Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.


Want some tips on how to get an interview at Betterup?

What is Betterup looking for?
If this role looks interesting to you, a great first step is to understand what excites you about the team, product or mission. Take your time thinking about this and then tell the team! Get in touch and communicate that passion.
What are interviews for Order Operations Analyst like?
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How to land an interview at Order Operations Analyst?
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