Order Management Specialist

We are looking for a highly organized and detail-oriented Order Management Specialist to join our fast-growing SaaS company. This role plays a critical part in the quote-to-cash workflow, ensuring accurate and efficient order processing and subscription setup which impacts invoicing coordination, and customer account management.

Responsibilities:

Order Processing

• 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.

Subscription Management

• Coordinate renewals, upgrades, downgrades, and amendments with relevant stakeholders.
• Monitor subscription health and proactively flag anomalies or issues.

Sales Support

• 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

• Identify opportunities to streamline order-related workflows and eliminate friction points.
• Contribute to documentation and refinement of order management policies.
• Generate reports on order accuracy, subscription trends, and processing times.
• Assist the team with Ad hoc projects related to reporting and cross-functional operations

Required Qualifications

• Bachelor’s degree in Business Administration, Finance, Operations, or a related field.
• Minimum two 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 is a plus.
• Proficiency in Excel and familiarity with BI/reporting tools