Order Management Specialist

5 days ago


Manila, National Capital Region, Philippines KMC Solutions Full time

Order Management Specialist to help build and scale the team responsible for reviewing opportunity/quote details with Salesforce CPQ to ensure orders meet company booking policies and revenue guidelines.

Key responsibilities include providing world-class support and guidance to the Sales team, serving as an Order Management subject matter expert, processing opportunities, and maintaining data accuracy in Salesforce.

Additional responsibilities include assisting with monthly reconciliation reports, participating in process improvements, system optimization, and production bugs, and being hands-on with operational activities.

Qualifications include a Bachelor's degree in business administration or accounting, 3+ years of experience in Order Management / Operations, and experience with Salesforce, CPQ, and Netsuite.

Strong interpersonal skills and experience collaborating successfully with diverse cross-functional teams are also required.

Key skills include intermediate knowledge of Excel, ability to work independently and move fast in a dynamic environment, and a team player attitude to assist with quarter end close activities.

Key qualifications include a Bachelor's degree in business administration or accounting, 3+ years of experience in Order Management / Operations, and experience with Salesforce, CPQ, and Netsuite.

Key skills include intermediate knowledge of Excel, ability to work independently and move fast in a dynamic environment, and a team player attitude to assist with quarter end close activities.

Responsibilities include:

  • Provide world-class support and guidance to the Sales team by responding to daily inquiries related to bookings.
  • Serve as an Order Management subject matter expert to various business partners in Finance, Sales, Professional Services, Deals Desk, Sales Operations, and Business Systems.
  • Process opportunities and maintain data accuracy in Salesforce by reviewing order forms, master agreements, SOWs, purchase orders for accuracy and completeness in accordance with company and revenue policies.
  • Assist with monthly reconciliation reports of sales orders.
  • Assist in projects on process improvements, system optimization, and production bugs.
  • Be hands on with operational activities that achieve tactical and strategic objectives.

Qualifications:

  • Bachelor's degree in business administration or accounting, or related field.
  • 3+ years of experience in Order Management / Operations, preferably within a high-growth SaaS company or software industry.
  • Understanding of the sales cycle and basic knowledge of software revenue recognition principles including ASC 606 is a plus.
  • Must have experience with Salesforce, CPQ, and Netsuite.
  • Intermediate knowledge of Excel (pivot tables, vlookups, etc) preferred.
  • Ability to work independently and move fast, adapt, and thrive in a dynamic and fast changing environment.
  • Strong interpersonal skills and experience collaborating successfully with diverse cross-functional teams.
  • Team player attitude to assist with quarter end close activities during tight deadlines.


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