Order Management Specialist
Core
Process sales orders, ensure compliance with sales policies, and manage license provisioning and invoicing for a SaaS company.
Role type
Order Management Specialist
Builds
Sales order processing and license provisioning workflows
Domain
SaaS / Enterprise Software Sales
Required skills
CRM system proficiency, billing system knowledge, revenue recognition principles, contract structure analysis, process improvement, data analysis, Microsoft Excel/Google Sheets
Preferred skills
Deal desk experience, accounts receivable experience, Salesforce experience, SaaS enterprise sales organization experience
Responsibilities
Process sales orders of varying size and complexity in CRM and billing systems; Review and approve orders to ensure completeness and accuracy of bookings, license provisioning, and customer invoicing; Develop an in-depth understanding of licensing models and recommend contract structures based on client use cases; Develop and demonstrate basic knowledge of revenue recognition principles; Drive process improvements to current business systems, processes, and procedures to improve sales rep experience as well as reduce overall processing time
Seniority
Individual Contributor, 1-2 years experience