Order Desk Specialist I

Who We Are Looking For

What You’ll Be Doing As A Part of Our Team

• Manage and support the quote-to-cash process for all new account signups and existing account amendments, ensuring accuracy and efficiency at every stage.
• Using SalesForce, verify signed agreements against system quotes, ensuring accuracy of products, pricing, promotions or discounting, term dates, and additional terms.
• Review contract billing events for proper entry in SFDC against customer contract.
• Track any pending contractual issues, billing issues, or pending invoices and work with other departments to make the necessary corrections.
• Manage and action daily review of the SFDC Case Management System.
• Assist with manually correcting invoices and credits as needed.
• Respond to a variety of account related questions quickly and accurately via case management and email.
• Process new sales orders timely and accurately
• Perform account audits and make adjustments when needed; pay close attention to detail.
• Accurately fulfill member requests to account changes in a timely manner. This includes facilitating the quote to cash process for license adjustments, module adjustments, location adds, cancellations, account restructures, invoice requests etc.
• Adhere to all confidentiality and compliance regulations, including HIPAA.
  

What You Should Have To Qualify

• Associate’s degree or equivalent combination of education and experience
• 2+ years relevant professional level work experience, ideally in Order Management or Deal Desk functions
• Advanced MS Office skills required (Outlook, Excel, Word, etc.)
• Ability to work in multiple accounting software systems such as Salesforce and Sage Intacct
• Ability to identify process improvement opportunities and recommendations
• Experience with Salesforce
  

Ideally, You Would Also Have These

• Experience reviewing contract terms and customer quotes preferred
• Experience reconciling customer invoices to customer contracts preferred
• 2+ years of experience in a high volume, high intensity environment preferred
  

Culture is at our Core

• Service: Create Raving Fans
• Accountability: Follow Up; Own Up
• Attitude: Possess True Grit
• Personality: Be Minty
• Work Ethic: Be Rock Solid
• Community Outreach: Give Back
• Health and Wellness: Live Better
• Resource Efficiency: Do Más With Menos
  

About Us