Job Description
As an Order Management Specialist, you’ll play a critical role in the quote-to-cash process by ensuring orders are accurate, compliant, and processed efficiently. As part of the Deal Desk Team, you’ll work cross-functionally with Sales, Deal Desk, Finance, and Legal to support deal execution, maintain data integrity in Salesforce and CPQ tools, and help streamline operations during high-volume periods like month- and quarter-end. This role is ideal for someone detail-oriented, process-driven, and comfortable working in a fast-paced environment.
- How you’ll add value:
- Review and process incoming sales orders and contracts for accuracy and completeness
- Enter and maintain deal data in Salesforce and CPQ tools; manage contract execution, order fulfillment, and documentation across platforms.
- Collaborate cross-functionally to resolve order discrepancies and provide guidance on deal policies and processes.
- Monitor dashboards and case queues (e.g., SFDC, FreshDesk, Slack) to ensure data integrity and timely responses.
- Identify and escalate recurring order issues, bottlenecks, or policy gaps; recommend process improvements
- Support end-of-month and quarter-end close activities with urgency and accuracy.
- Assist with special projects and perform other responsibilities as assigned.
- What you’ll need to be successful in this role:
- 2+ years of experience in Order Management, Sales Operations, Deal Desk, or related function, ideally in a SaaS or B2B environment.
- Familiarity with Salesforce, CPQ tools, and billing systems (e.g., Sage Intacct).
- Understanding of SaaS contracts, billing terms, and pricing models is a plus
- Excellent communication and collaboration skills across teams and time zones
- Ability to manage multiple priorities and a process high volume of deal under tight deadlines
- Self-starter mindset with a process-oriented approach to problem solving and work independently
- Strong interpersonal and communication skills across cross-functional teams.
- Familiarity with revenue recognition principles.
- Hands-on experience with Salesforce CPQ.
- Experience in both startups and publicly traded, high-growth companies.
- Understanding of SaaS and usage-based billing models.
- English proficiency, verbal and written skills.
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