4 дня назад
Order Management Specialist (SaaS)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Order Management Specialist (SaaS): Processing complex sales orders and improving CRM, billing, licensing, and invoicing workflows with an accent on accuracy, compliance, and cross-functional operations. Focus on analyzing account data, troubleshooting business systems, designing contract structures, and building AI-based process improvements.
Location: Salt Lake City, UT, United States; hybrid workplace
Company
develops AI-driven work acceleration products, including Lucidchart, Lucidspark, and airfocus, used by organizations to improve collaboration and business workflows.
What you will do
- Process sales orders of varying size and complexity in CRM and billing systems.
- Review and approve bookings, license provisioning, customer invoicing, and order accuracy.
- Partner with Deal Strategy, Audit, Consolidations, Customer Success, Accounts Receivable, Sales, Legal, Finance, and Accounting.
- Develop expertise in licensing models, sales rules, business policies, and revenue recognition principles.
- Research account data across multiple systems and troubleshoot short- and long-term process issues.
- Improve business systems and procedures, including AI-based solutions that reduce processing time.
Requirements
- High attention to detail, strong accuracy, and excellent problem-solving skills.
- Ability to lead and guide complex business processes and execute process improvement plans.
- Strong communication and interpersonal skills for cross-functional collaboration.
- Ability to work independently and collaboratively with internal stakeholders.
- Ability to research, analyze, and synthesize customer account data from multiple systems.
- Strong proficiency in Microsoft Excel or Google Sheets.
Nice to have
- 1–2 years of experience in deal desk, accounts receivable, order management, business operations, or a similar role.
- Bachelor’s degree in Business, Accounting, Finance, Information Systems, or a related field.
- Experience with Salesforce or other CRM systems.
- Experience with billing, invoicing, or order management systems.
- Experience supporting an enterprise-level SaaS sales organization.
Culture & Benefits
- Hybrid work with the option to work remotely, from an office, or through a combination depending on role and team needs.
- Focus on work-life balance, inclusion, respectful collaboration, and diverse perspectives.
- Culture built around innovation, ownership, empowerment, excellence, initiative, and teamwork.
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