The Order Management Representative works supporting the sales teams to create quotes, process orders and provide pre/post-sales support. They also work with Customers, Operations, Finance and other groups as required to accurately process orders in a timely manner while complying with order processing guidelines, contractual and revenue/SOX compliance.
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Essential Functions
- Primary point of contact for field sales team and external customers, including building relationships and responsible for the overall quote to order process.
- Generate customer quotations using salesforce and other tools to validate customer contract terms, pricing, and appropriate approvals.
- Responsible for efficient and timely processing of customer orders in compliance with corporate booking and revenue policies, while applying sales order scheduling to ensure on-time delivery, accurate invoicing, and customer satisfaction.
- Utilize judgement and take ownership to ensure timely resolution of escalated issues that arise on behalf of the sales representative and external customer.
- Consistently demonstrating an unparalleled work ethic and customer-focused attitude who bring value to their partnerships.
- Work with the warehouse teams to expedite orders when appropriate.
- Critical link between the sales, contracts, finance, and operations teams to optimize the customer experience.
- Identify process issues and suggest changes to improve response time, accuracy and data reliability.
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Required/Preferred Education and Experience
- Degree preferred or equivalent work experience. required
- At least 2 years related experience preferred in order management or similar support/functions. preferred
Knowledge, Skills and Abilities
- Self-starter with the ability to prioritize multiple tasks in a high volume and fast-paced environment with focused attention to detail.
- Understanding of the quote-to-cash processes but preferred experience in a high complexity order-processing environment with a strong understanding of cross-functional impacts of transactions.
- High sense of urgency to achieve goals, results driven, communicates assertively and with tact, willing to learn, works well under pressure, customer focused, team player.
- Business systems and tools (e.g., ERP systems, Outlook, SalesForce, Excel and Word.)
- Organizational, problem solving and communication skills
- Provide excellent customer service to customers demonstrating sensitive communication skills in identifying, trouble shooting and resolving issues.
- Phone skills: ability to maintain composure in stressful situations and follow-up skills.
- Must have the ability to work additional and flexible hours to support the business during month-end and other times as needed.