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Order Management Specialist

2 months ago

Oklahoma City, United States Rocket Software Full time

It's fun to work in a company where people truly BELIEVE in what they're doing

Job Description Summary:

The Order Management Specialist will process orders in Salesforce. The incumbent is responsible for maintaining renewal records in Salesforce with accurate pricing, customer and product information. They will partner with the Renewal Account Executive (RAE), maintain renewal quote data, and follow through with the RAE on outstanding renewals.

Essential Duties and Responsibilities :

  • Manage small-to-medium-sized customer renewal records in Oracle (80%)

  • Maintain accurate customer renewal records in Oracle, including the addition of Consumer Pricing Index price increases.

  • Follow the established renewal cycle process to ensure the generation of timely quotes.

  • Responsible for initiating timely renewal reminders.

  • Post renewal, ensure invoices are properly generated and delivered, and next year’s renewal record is accurately generated.

  • Track and update assets as needed to ensure appropriate level of entitlement, access, and support for customers.

  • Process new orders (15%)

  • Review Salesforce opportunities for approved quotes from Sales.

  • Update Salesforce to make any needed adjustments/corrections for order accuracy.

  • Process and fulfill the order (including proper license key delivery).

  • Ensure invoices are properly generated and delivered.

  • Customer Support (5%)

  • Assist internal and external customers in resolving order-related issues that may require redirection via emails or phone calls.

Required Qualifications:

  • 3-5 years work experience in Order management

  • General knowledge and experience with computers and business office software (email, word processing, spreadsheet, Windows)

  • Professional demeanor

  • Good written and verbal communication skills

  • Detail-oriented; able to manage large volume of work

Preferred Qualifications:

  • Bachelor’s Degree in business or related-field, or equivalent experience.

  • Experience with Salesforce

  • Experience with Excel

  • Experience with software maintenance renewal activity

  • Professional working proficiency in Japanese, German, Italian, or French a plus

Education:

High School Diploma required

Travel Requirements:

Minimal