Job Summary

The Order Management Specialist owns the process for validating and booking all accepted quotes in accordance with our Company Bookings Policy and compliance policies. In addition to the standard Sales Support responsibilities, the Order Management Specialist will also be responsible for handling all provisioning for closed Sales Orders, monitoring reports, internal customer issue resolution and training for new employees. The role requires collaboration with several teams across the company, including Sales, Billing, IT, Legal, Support and Implementation.

Roles and Responsibility (list in order of importance)

• Manage Sales Order Processing Queue, route contracts and legal agreements to proper Signers, and ensure all documents are sent to Order Lead for processing.
• Coordinate with Legal, Billing, Deal Desk and Sales Operations to enforce best practices around order form guidelines, and all other pre-sale processes for a smooth booking process
• Communicates pertinent information on status of orders to management and internal departments.
• Creates, reviews and updates current operational procedures, as required.
• Create and run Salesforce reports and action each item as needed.
• Manage license adds through customer instance, including processing leads and sending to Billing.
• Maintain consistent knowledge of legal agreements and international requirements.
• Supports month end/quarter end/year end, overtime required during these periods.

Required Qualifications

Years of Experience in Related Field:

Education: College Degree in Business Administration or related field

Technical/Specialized Knowledge, Skills, and Abilities:

• 3+ years of experience supporting sales environments.
• Advanced experience in DocuSign highly desired
• Recent experience in Salesforce
• Proficient in Excel and/or reporting and analytics
• Strong attention to detail, excellent time management and organizational skills.
• Quick learner and able to comprehend interdependency of multiple programs/processes
• Problem solver and self-motivated who thrives in fast-paced environment.
• Ability to work without direct supervision.