Order Desk Specialist I

**Job Description:** **Role Overview:** As a WebPT Order Desk Specialist, you will play a crucial role in assisting Members and various teams within the company. Your responsibilities will include efficiently processing orders, verifying agreements and quotes, managing account provisioning and de-provisioning, handling billing inquiries, performing financial transactions, ensuring product delivery accuracy and timeliness, and collaborating with cross-functional teams. **Key Responsibilities:** - Manage and support the quote-to-cash process for new account signups and existing account amendments - Verify signed agreements against system quotes using SalesForce - Review contract billing events and ensure proper entry in SFDC - Track pending contractual and billing issues, working with other departments for corrections - Manage daily review of the SFDC Case Management System - Assist in manually correcting invoices and credits as necessary - Respond to account-related questions promptly and accurately via case management and email - Process new sales orders timely and accurately - Fulfill member requests for account changes promptly, including license adjustments, module adjustments, cancellations, etc. - Adhere to all confidentiality and compliance regulations, including HIPAA **Qualifications Required:** - Associates degree or equivalent combination of education and experience - 2+ years of relevant professional work experience in Order Management or Deal Desk functions - Advanced MS Office skills (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 make recommendations - Experience with Salesforce **About the Company:** The company believes in equal opportunity, autonomy, trailblazing, and doing right by its Members. The core values include creating raving fans, accountability, possessing true grit, being minty, having a rock-solid work ethic, giving back to the community, living better in health and wellness, and practicing resource efficiency. Join the company in achieving greatness and empowering rehab therapy professionals to excel in practice.,