Order Management Specialist II

Proofpoint•Draper, UT

About The Position

The Order Management Specialist II independently manages complex, high-impact customer orders throughout the Quote-to-Cash (Q2C) lifecycle. The role serves as a trusted resource for resolving escalations, ensuring order quality and compliance, and driving continuous process improvement. The specialist works with minimal supervision, partners across functions, and contributes to improved accuracy, efficiency, and scalability of order operations. The position works with Sales, Finance, Legal, RevOps, and Fulfillment to validate requirements and optimize workflows. It also supports process documentation, standard operating procedures, and training materials, and provides informal guidance and mentorship to peers.

Requirements

At least 4 years of experience in Order Management, Sales Operations, or related Quote-to-Cash functions.
Strong experience working with CRM and ERP systems, including reporting and data analysis.
Proven track record of managing complex transactions and resolving escalations.
Experience working in cross-functional, fast-paced environments.
Advanced proficiency in order management systems, such as Salesforce and ERP platforms.
Strong attention to detail and ability to review orders for accuracy and completeness.
Ability to analyze and resolve complex issues and provide clear, data-driven recommendations.
Effective communication skills and ability to manage stakeholders across multiple functions and levels.
Demonstrated ability to identify improvement opportunities and drive operational efficiencies.
Ability to prioritize workload and manage multiple competing priorities effectively.
Strong understanding of compliance, audit requirements, and internal controls.

Nice To Haves

Bachelor’s degree or equivalent experience preferred.

Responsibilities

Own and manage complex customer orders end-to-end, ensuring timely and accurate processing.
Interpret contracts, purchase orders, and deal structures to ensure alignment with policies and systems.
Resolve order-related issues and escalations, focusing on root cause analysis and prevention.
Collaborate with Sales, Finance, Legal, RevOps, and Fulfillment to validate requirements and optimize workflows.
Ensure adherence to company policies, compliance standards, and audit requirements.
Identify process gaps and inefficiencies, and recommend and implement improvements.
Support creation and maintenance of process documentation, SOPs, and training materials.
Provide guidance and informal mentorship to peers and contribute to team capability building.
Lead small initiatives or projects independently.