Order Management Specialist

Group Overview

The TP ICAP Group is a world leading provider of market infrastructure.

Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions.

Through our people and technology, we connect clients to superior liquidity and data solutions.

The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world's leading provider of OTC data, and an award winning all-to-all trading platform.

Founded in London in 1866, the Group operates from more than 60 offices in 27 countries.  We are 5,200 people strong.  We work as one to achieve our vision of being the world's most trusted, innovative, liquidity and data solutions specialist.

About Parameta Solutions
Parameta Solutions is the Data & Analytics division of TP ICAP Group. The business provides clients with unbiased OTC content and proprietary data, in-depth insights across price discovery, risk management, benchmark and indices, and pre and post-trade analytics. Its post-trade solutions offering helps market participants control their counterparty and regulatory risks through a growing range of tools that manage balance-sheet exposure, as well as compression and optimisation services. The Data & Analytics division includes the following brands: Tullett Prebon Information, PVM Data Services, ICAP Information and Burton-Taylor Consulting.

Role Overview

The Order Management Specialist plays a critical role in ensuring the accuracy, efficiency, and compliance of order processing within the sales organization. This position is responsible for managing the full order lifecycle, maintaining Salesforce data integrity, and collaborating with cross-functional teams to optimize workflows. Acting as a key link between Sales, Operations, Legal, and Billing, the specialist ensures seamless client onboarding, subscription accuracy, and effective contract management to support revenue recognition and overall business performance.

Key Responsibilities

Order Lifecycle Management

• Review and input orders into Salesforce, ensuring accuracy in product configuration, pricing, and subscription terms.

• Generate quotes and draft order forms, applying correct usage of key fields (e.g., Subscription Term).

• Manage approvals, renewals, amendments, and novation agreements, coordinating with Legal and Compliance as needed.

Subscription & Revenue Accuracy

• Ensure subscription terms are correctly calculated from billing start dates to avoid revenue recognition issues.

• Maintain strict adherence to internal policies and external regulations in all order processing activities.

Salesforce Data Integrity

• Maintain clean, accurate, and up-to-date Salesforce records, including client account details and billing information.

• Attach required approvals and supporting documentation to Salesforce records for audit compliance.

• Partner with Sales Enablement and Salesforce Operations to drive enhancements and efficiencies.

Cross-Functional Collaboration

• Work closely with Sales, Sales Enablement, Billing & Contract Management, Legal, and Compliance to ensure seamless order processing.

• Translate business requirements into Salesforce/technology enhancements and support automation initiatives.

Client Interaction & Support

• Liaise with clients to clarify order details, resolve discrepancies, and support onboarding.

• Act as a point of contact for order-related queries, ensuring a smooth client experience.

Reporting & Process Improvement

• Generate reports and dashboards to track order status, subscription metrics, and contract milestones.

• Analyze order management processes to identify trends, recommend improvements, and support automation initiatives.

Operational Excellence

• Monitor inventory levels and coordinate with logistics to ensure product availability and timely fulfillment.

• Support change management and process optimisation projects across the order management lifecycle.

Experience & Competencies

Essential

• Demonstrated experience using Salesforce for order workflows, data management, reporting, and pipeline tracking.

• Proven ability to process complex orders accurately, including subscriptions, renewals, and amendments.

• Strong verbal and written skills to collaborate effectively with clients and internal teams.

• Ability to identify discrepancies and ensure accuracy in contracts, pricing, and data entry.

• Skilled at resolving order issues quickly, escalating when appropriate, and ensuring timely resolution.

• Ability to prioritise multiple tasks and manage high-volume order flow in a fast-paced environment.

• Familiarity with regulatory requirements and internal policy adherence within order management.

• Collaborative approach, able to work across functions such as Sales, Legal, Billing, and Operations.

Desired

• Experience within financial services, SaaS, data, or subscription-based businesses.

• Familiarity with order management platforms, billing systems, and workflow automation tools.

• Ability to analyse data, identify trends, and recommend process improvements.

• Understanding of complex product and service structures to ensure accurate order processing.

• Experience monitoring stock levels and coordinating logistics for timely fulfillment.

• Demonstrated ability to identify inefficiencies and implement solutions to improve accuracy and speed.

• Direct experience handling client queries, escalations, and contract discussions.

Job Band & Level

• Professional / 5

#PARAMETA #LI-ASO #LI-Hybrid

Not The Perfect Fit?

Concerned that you may not meet the criteria precisely? At TP ICAP, we wholeheartedly believe in fostering inclusivity and cultivating a work environment where everyone can flourish, regardless of your personal or professional background. If you are enthusiastic about this role but find that your experience doesn't align perfectly with every aspect of the job description, we strongly encourage you to apply. You may be the ideal candidate for this position or another opportunity within our organisation. Our dedicated Talent Acquisition team is here to assist you in recognising how your unique skills and abilities can be a valuable contribution. Don't hesitate to take the leap and explore the possibilities. Your potential is what truly matters to us.

Company Statement

We know that the best innovation happens when diverse people with different perspectives and skills work together in an inclusive atmosphere. That's why we're building a culture where everyone plays a part in making people feel welcome, ready and willing to contribute. TP ICAP Accord - our Employee Network - is a central to this. As well as representing specific groups, TP ICAP Accord helps increase awareness, collaboration, shares best practice, and holds our firm to account for driving continuous cultural improvement. 

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