Order Management Specialist

Responsibilities

• Accurately review and process orders received via Salesforce, checking for accurate product configuration, pricing, discounts, contract terms and customer information in accordance with company policies.
• Oversee deal close processes by maintaining accurate records, managing documentation, and ensuring the timely completion of all critical milestones.
• Ensure clean handoff from sales to finance, including proper documentation and approvals.
• Manage purchase order inquiries while maintaining with audit and compliance standards.
• Oversee provisioning settings to keep services running without disruption.
• Cook up subscription management by coordinating renewals, upgrades, downgrades, and amendments with relevant stakeholders.
• Monitor subscription health and proactively flag anomalies or issues.
• Sell support account executives and customer success managers with quote validation, contract review, and order entry guidance.
• Help manage deal desk requests and ensure deals meet internal compliance standards.
• Act as a point of contact for Sales for deal-related questions, policy clarifications, and order-form guidance.
• Process improvement & reporting by identifying opportunities to streamline order-related workflows and eliminate friction points, contributing to documentation and refinement of order management policies, generating reports on order accuracy, subscription trends, and processing times, and assisting the team with ad hoc projects related to reporting and cross-functional operations.

Requirements

• Bachelor’s degree in Business Administration, Finance, Operations, or a related field.
• Minimum 2 years of experience in Order management, Deal Desk, or supply chain.
• Experience with Salesforce, Ironclad, NetSuite, or similar systems.
• Strong understanding of SaaS business models, ARR/MRR, and revenue recognition basics.
• Exceptional attention to detail and ability to manage multiple priorities in a dynamic environment.
• Excellent communication and cross-functional collaboration skills.

Preferred Skills

• Experience with quote-to-cash (QTC) process in a SaaS context.
• Exposure to SOX compliance and internal controls.
• Proficiency in Excel and familiarity with BI/reporting tools.