Order Management Specialist, Deal Desk (SaaS)

TL;DR

Order Management Specialist, Deal Desk (SaaS): Ensuring sales orders are accurate and efficiently processed, focusing on deal execution and data integrity in Salesforce and CPQ tools. Focus on resolving order discrepancies, recommending process improvements, and supporting month and quarter-end close activities with urgency and accuracy.

Location: Mexico City

What you will do

• Review and process incoming sales orders and contracts for accuracy and completeness.
• Enter and maintain deal data in Salesforce and CPQ tools, managing contract execution, order fulfillment, and documentation across platforms.
• Collaborate cross-functionally to resolve order discrepancies and provide guidance on deal policies and processes.
• 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.

Requirements

• 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.
• Excellent communication and collaboration skills across teams and time zones.
• Ability to manage multiple priorities and a high volume of deals under tight deadlines.
• English proficiency in verbal and written skills.