Order Management Specialist, Deal Desk

hace 2 semanas

Ciudad de México, Ciudad de 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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