About the Role
As a Senior Order Management Specialist, you will play a pivotal role in overseeing and optimizing the end-to-end order management process within the Salesforce and finance ERP platforms. Your primary responsibilities will include reviewing and processing orders, ensuring accuracy, and collaborating with cross-functional teams to enhance overall order fulfillment efficiency. The ideal candidate will have extensive experience working with Salesforce, possess strong analytical skills, and demonstrate a strategic mindset to drive continuous improvement.
What you will do
While we’re always open to you raising your hand for new things that grow your skill set and add value, from day 1, you focus on these core areas of impact and responsibilities:
- Review and validate orders entered into Salesforce and finance platform for accuracy, completeness, and adherence to company policies.
- Process and manage orders within platforms ensuring timely and accurate order fulfillment.
- Troubleshoot and resolve order-related issues promptly.
- Maintain accurate order records for finance ERP, including customer account details and customer communications.
- Collaborate with sales, sales operations, and finance teams to address order inquiries, resolve discrepancies, and ensure a seamless order-to-cash process.
- Leverage extensive understanding and expertise in Salesforce functionalities to maximize the efficiency of order management processes.
- Ensure seamless integration between Salesforce and finance ERP, working closely with IT and relevant stakeholders to troubleshoot and resolve integration issues.
- Monitor and analyze key performance indicators (KPIs) related to order management, providing updates to the team on effective improvements.
- Collaborate with cross-functional teams to implement data-driven improvements based on order management metrics and analysis.
Must Haves
- Bachelor’s Degree in Accounting, Business Administration, or related field.
- 5+ years of experience as Order Management Specialist, preferably in a senior role.
- In-depth knowledge and hands-on experience with Salesforce and finance ERP platforms.
- Strong analytical and problem solving skills.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a cross-functional team environment.
- Detail-oriented with a focus on accuracy and efficiency.
- Comfort with ambiguity, and an ability to work both collaboratively and independently.
- Experience implementing and optimizing order management processes.
Nice to Have
- Experience with implementation of finance ERP platforms, with an emphasis on order management functions.
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