Order Specialist

This role will require excellence in execution and problem-solving, attention to detail, and a proven track record of delighting customers and internal teams (such as Sales).

This role will have the opportunity to work closely with our Deal Desk, Sales, Legal and our internal teams, as needed, to execute our most complex deals, troubleshoot potential billing issues, drive process efficiency, and build for scale.

Responsibilities

Order booking / invoicing

• Collaborate with the Revenue team and build our billing system configurations to ensure that our Enterprise customers are invoiced accurately and on time.
• Monitor outstanding invoices on a regular basis and alert the collection team as necessary.

Customer services / internal team support

• Deliver outstanding customer service, troubleshoot and resolve issues for both customers and internal Sales and Support teams.
• Function as the go-to resource for the Sales team in regard to billing inquiries, providing expert knowledge on all aspects of enterprise billing.
• Maintain the highest level of confidentiality for all customer records.

Problem solving / troubleshooting

• Troubleshoot potential billing issues, and propose process improvements, and is able to work and collaborate with other team members from the vendor ,
• Collaborate and execute the vision for the Revenue Operations function, fostering a culture of collaboration, data-driven and scalable processes to support growth.

Requirements

• 3-6 years of experience in the Enterprise SaaS/B2B industry, specifically with order management, finance operations, deal desks, sales operations, or pricing
• Basic understanding of software revenue recognition principles according to ASC 606 Experience
• Experience navigating complex customer procurement processes
• Hands-on experience with Salesforce, Billing System, Stripe, Intercom and/or similar systems
• Strong problem-solving and organizational skills
• Effective oral and written communication skills, especially working directly with customers and Sales

• Intermediate or higher proficiency Good with Microsoft Excel, as well as GSuite, Slack, and Adobe Acrobat