Senior Order Desk Specialist

As a Senior Order Desk Specialist I at WebPT, you will have a central role where you will utilize your expertise both on the forefront and behind the scenes. Your responsibilities will involve overseeing specific processes such as credit requests, quote audits, and approvals, ensuring the accuracy of contract and invoice history, and providing expert-level support for crucial and sensitive member cases. You will be a vital team member handling complex and time-sensitive issues, acting as a reliable point of contact for internal stakeholders and external clients. Your mastery of the WebPT application, including all essential administrative functions, will be key to your success, and with your exceptional skills, you will handle these tasks seamlessly. In your role as a Senior Specialist, you will be responsible for: - Reviewing and auditing credit requests, ensuring all necessary documentation like contract and invoice history is complete and accurate. - Conducting detailed audits of contract terms and invoices to ensure that the requested credit aligns with the agreement and company policies. - Acting as the primary contact for complex, high-priority, or sensitive member cases, showcasing your problem-solving expertise and adeptness in escalation management. - Collaborating with customers, account managers, and internal teams to achieve resolutions that align with customer needs and company policies. - Managing and facilitating the quote-to-cash process for new account signups and existing account modifications, ensuring precision and efficiency at every stage. - Utilizing SalesForce to verify signed agreements against system quotes, ensuring the accuracy of products, pricing, promotions, term dates, and additional terms. - Reviewing contract billing events to ensure proper entry in SFDC against customer contracts. - Tracking any pending contractual or billing issues and working with relevant departments to rectify them. - Assisting in manual corrections of invoices and credits as required. - Providing prompt and accurate responses to various account-related queries via case management and email. - Fulfilling member requests for account changes promptly, including managing the quote-to-cash process for license adjustments, module adjustments, location adds, cancellations, account restructures, invoice requests, etc. - Ensuring adherence to all confidentiality and compliance regulations, including HIPAA. To qualify for this role, you should possess: - An associate's degree or an equivalent combination of education and experience. - 3-5 years of relevant professional-level work experience, preferably in Order Management or Deal Desk functions. - Proficiency in advanced MS Office applications such as Outlook, Excel, and Word. - Ability to work with multiple accounting software systems like Salesforce and Sage Intacct. - Capability to identify process improvement opportunities and provide recommendations. - Experience with Salesforce. Preferred qualifications include: - Experience in reviewing contract terms and customer quotes. - Experience in reconciling customer invoices with customer contracts. - 3-5 years of experience in a high-volume, high-intensity environment. At WebPT, we believe in fostering a culture that values service, accountability, attitude, personality, work ethic, community outreach, health and wellness, and resource efficiency. We work diligently, have fun, and prioritize equal opportunities, autonomy, trailblazing, and always doing right by our Members. Most importantly, we empower rehab therapy professionals to achieve greatness in practice. If you are a proactive individual who enjoys assisting Members succeed and can work effectively from various locations, then you will be a perfect fit for our team. Join us in our mission to achieve greatness together.,