Order Management Specialist, Deal Desk

hace 2 semanas

Xico, México Restaurant365 A tiempo completo

As an **Order Management Specialist**, you'll play a critical role in the quote-to-cash process by ensuring orders are accurate, compliant, and processed efficiently.As part of the Deal Desk Team, you'll work cross-functionally with Sales, Deal Desk, Finance, and Legal to support deal execution, maintain data integrity in Salesforce and CPQ tools, and help streamline operations during high-volume periods like month- and quarter-end.This role is ideal for someone detail-oriented, process-driven, and comfortable working in a fast-paced environment.**How you'll add value**:- Review and process incoming sales orders and contracts for accuracy and completeness- Enter and maintain deal data in Salesforce and CPQ tools; manage contract execution, order fulfillment, and documentation across platforms.- Collaborate cross-functionally to resolve order discrepancies and provide guidance on deal policies and processes.- Monitor dashboards and case queues (e.g., SFDC, FreshDesk, Slack) to ensure data integrity and timely responses.- Identify and escalate recurring order issues, bottlenecks, or policy gaps; recommend process improvements- Support end-of-month and quarter-end close activities with urgency and accuracy.- Assist with special projects and perform other responsibilities as assigned.**What you'll need to be successful in this role**:- 2+ years of experience in Order Management, Sales Operations, Deal Desk, or related function, ideally in a SaaS or B2B environment.- Familiarity with Salesforce, CPQ tools, and billing systems (e.g., Sage Intacct).- Understanding of SaaS contracts, billing terms, and pricing models is a plus- Excellent communication and collaboration skills across teams and time zones- Ability to manage multiple priorities and a process high volume of deal under tight deadlines- Self-starter mindset with a process-oriented approach to problem solving and work independently- Strong interpersonal and communication skills across cross-functional teams.- Familiarity with revenue recognition principles.- Hands-on experience with Salesforce CPQ.- Experience in both startups and publicly traded, high-growth companies.- Understanding of SaaS and usage-based billing models.- English proficiency, verbal and written skills.

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