Order Management Specialist, Deal Desk

hace 4 horas

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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