Order Management Specialist (AMER Shift - PST)

Description

Key Responsibilities

• Review and process quotes to ensure compliance with Salesforce.com policies.
• Adjust opportunities as per given guidelines to ensure accuracy for forecasting purposes
• Respond to process & policy questions and effectively communicate requirements
• Manage queues and share best practices and knowledge as one Global Order Management Team
• Establish strong relationships with Sales Operations, Renewals, Collections, Compensation, Legal, Sales, Provisioning, Services and other internal resources as appropriate
• Participate in new process development and process improvement projects as well as other ad hoc projects
• Coordinate the routing of documents for necessary internal and external signatures. Maintain an organized and auditable record of all reviewed and executed documents.
• Process credit memos in alignment with company policies, approval workflows and SOX compliance requirements.
• Manage and process order cancellations and reductions, ensuring accurate application of business rules and controls.
• Communicate any discrepancies or issues to the relevant teams or management for resolution.
  

Required Skills And Qualifications

• Must have strong research and problem-solving abilities
• Excellent interpersonal skills; ability to articulate verbally and written, ability to think quickly
• Excellent time management skills.
• Ability to excel in a fast growing/fast paced environment, delivering accuracy while managing deadlines - adaptability is imperative.
• Must be able to maintain a calm and positive attitude in stressful/ time sensitive situations.
• Bachelor degree or equivalent combination of education and experience
• Strong attention to detail and ability to maintain accuracy in a fast-paced environment.
• Escalate complex issues to the appropriate channels for resolution.
• Hands on experience on ERP systems for credit memo creation, preferably workday will be a plus.
• Familiarity with Sarbanes-Oxley (SOX) compliance requirements, particularly as they relate to financial transaction processing.
• Flexible availability to support operations primarily aligned with Pacific Standard Time (PST), while also accommodating varying work hours as needed to meet evolving business requirement.