Associate Orders Specialist
About The Position
The VelocityEHS Order Processing Team is small, industrious, and process-oriented – and growing. We are looking to add a detail-oriented and organized Associate Orders Specialist to support the accurate and timely processing of customer orders. This individual will assist with processing new and renewing customer orders, reviewing quotes for accuracy, supporting invoicing and revenue recognition processes, and helping ensure customers are set up for a successful onboarding experience. The Associate Orders Specialist will work closely with the Orders team and collaborate cross-functionally with Sales, Renewals, and Accounting. This is an excellent opportunity for someone early in their career who is passionate about data accuracy, operational efficiency, and supporting customer-facing teams in a fast-paced SaaS environment. The VelocityEHS work environment is dynamic, innovative, and entrepreneurial. We value intelligence, teamwork, and follow-through. If you are highly organized, eager to learn, and take pride in delivering accurate and timely work, we encourage you to apply.
Requirements
- Bachelor's degree in business or a related field, or equivalent combination of education and/or work experience
- 1+ years of experience working in a role directly involved with the quote-to-order process
- Excellent communication and interpersonal skills
- Ability to appropriately explain complex issues and tactfully reinforce VelocityEHS policies
- Must be detail-oriented with strong decision-making, critical thinking, and analytical skills
- Works under general direction as well as in a team environment
Nice To Haves
- Experience using SalesForce.com (Lightning, CPQ)
- Change tolerant and highly skilled in prioritization and multi-tasking
- Excel working in a fast-paced environment
- Knowledge of Intacct a plus
Responsibilities
- Process customer orders (new, renewal, and amendment) with a high degree of accuracy under guidance from senior team members
- Review quotes and order forms to ensure completeness and compliance with company guidelines
- Assist in creating customer accounts and supporting account activation and deactivation
- Partner with Sales, Renewals, and Accounting to clarify order details and resolve discrepancies
- Support order correction requests such as amendments, superseding quotes, and cancellations
- Help address billing issues and discrepancies in a timely manner
- Assist with daily, monthly, and quarterly compliance audits and reporting activities
- Support renewal management and documentation processes
- Maintain accurate documentation and follow established Standard Operating Procedures (SOPs)
- Identify opportunities for efficiency improvements and escalate suggestions to senior team members
Benefits
- comprehensive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
