Order Management Specialist (Contractor)
About The Position
The Order Management Specialist owns the end-to-end lifecycle of customer orders—from quote creation through order fulfillment, billing readiness, and revenue recognition. This role is critical in ensuring data accuracy, operational efficiency, and a seamless customer experience by maintaining high-quality data in CPQ and CRM systems and partnering closely with Sales, Billing, Finance, and Revenue Recognition teams. The ideal candidate is highly detail-oriented, process-driven, and thrives at the intersection of Sales Operations, Deal Desk, Systems and Tools, and Finance, with a strong focus on downstream accuracy and compliance.
Requirements
- 3+ years of experience in Order Management, Sales Operations, Deal Desk, or Revenue Operations
- Hands-on experience with CPQ systems (Salesforce CPQ or similar)
- Strong understanding of order-to-cash processes, including billing and revenue recognition dependencies
- Exceptional attention to detail and data accuracy
- Experience working cross-functionally with Sales and Finance teams
- Strong organizational, time-management, and problem-solving skills
Nice To Haves
- Experience supporting Billing or Revenue Recognition teams
- Familiarity with ASC 606 concepts and revenue schedules
- Experience with Salesforce CRM and reporting
- Experience with Ironclad CLM
- Ability to thrive in a fast-paced, high-volume environment
Responsibilities
- Own the full customer order lifecycle, from quote creation and order submission through fulfillment, billing readiness, and close-out
- Create, review, and manage CPQ quotes, ensuring accuracy of pricing, SKUs, terms, and configurations
- Partner with Sales and Deal Desk to support complex deals, amendments, renewals, and upsells
- Ensure all required approvals are obtained prior to order submission
- Maintain and manage SKU setup, product configurations, and pricing rules in CPQ
- Ensure data completeness and accuracy across Quotes, Opportunities, Orders and contracts within Ironclad
- Own Opportunity stage progression, close-out requirements, and post-close data validation
- Enforce data hygiene standards to support downstream billing, invoicing, and revenue recognition
- Prepare orders for downstream Billing and Revenue Recognition teams by ensuring: Accurate product and SKU mapping Correct pricing, quantities, and contract terms Proper revenue schedules and billing triggers
- Serve as a primary point of contact for resolving order-related issues impacting invoicing or revenue recognition
- Partner with Finance and RevRec to resolve data discrepancies and prevent revenue leakage
- Act as a key liaison between Sales, Sales Operations, Legal, Finance, Billing, Revenue Recognition, and Systems teams
- Proactively identify and resolve order issues to minimize delays and customer impact
- Support audits, internal controls, and compliance requirements related to order-to-cash processes
- Identify opportunities to improve order management, CPQ workflows, and data quality
- Document and maintain standard operating procedures (SOPs) for order and quote processes
- Track and report on order accuracy, cycle times, and issue trends to drive continuous improvement
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
