Play a critical role in the quote-to-cash process ensuring order accuracy and compliance while collaborating cross-functionally to support deal execution and streamline operations.
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.
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