Order Management Specialist

Bamboo Health

13h•Remote

About The Position

We are looking for an Order Management Specialist to join our Revenue Operations team. In this role, you will own the end-to-end order management process — designing scalable workflows, building automation to eliminate manual and repetitive tasks, and ensuring every contract and order is accurately captured, validated, and processed in Salesforce. You will play a critical role in the quote-to-cash process by driving process integrity, identifying opportunities to systematize routine work, and ensuring our systems accurately reflect executed business. This is a great opportunity for someone who is strategic, process-minded, and energized by building structure and automation within a fast-moving revenue operations organization.

Requirements

4+ years of experience in an order management, sales operations, revenue operations, or similar role.
Hands-on experience with Salesforce, including opportunity management, workflow automation (e.g., Flows, validation rules, approval processes), and reporting; Salesforce Administrator certification a plus.
Familiarity with contract review and order processing in a B2B SaaS or technology environment preferred.
Strong attention to detail with the ability to identify discrepancies and inconsistencies in documentation and data.
Highly organized with the ability to manage a queue of work, prioritize effectively, and meet deadlines in a fast-paced environment.
Excellent communication skills and a collaborative approach to working cross-functionally with Sales, Finance, and Legal teams.
Demonstrated ability to design, document, and improve business processes; experience building automation to eliminate repetitive manual work is strongly preferred.
Proficiency with Microsoft Office or Google Workspace and experience with CPQ tools, preferably Salesforce.
Comfort using or learning AI-supported tools (e.g., ChatGPT, CoPilot, or role-specific tools) to improve daily workflows.
A forward-thinking, curious mindset with an openness to experimenting with new technologies.
Strong analytical and problem-solving skills, with sound judgment and creativity in designing solutions.
Proven ability to thrive in fast-paced, high-growth, and rapidly evolving environments.
Ability to work effectively in a remote-first environment, ensuring high-quality virtual interactions with minimal distractions.
The ability to travel periodically for work.

Nice To Haves

Salesforce Administrator certification a plus.
Familiarity with contract review and order processing in a B2B SaaS or technology environment preferred.
Experience building automation to eliminate repetitive manual work is strongly preferred.
Experience with CPQ tools, preferably Salesforce.

Responsibilities

Review incoming contracts and orders for completeness, accuracy, and compliance with company policies and deal terms.
Validate that all required documentation and approvals are in place prior to processing.
Process orders in Salesforce — including updating opportunity records, capturing contract details, and closing opportunities — while identifying steps that can be automated or templatized to reduce manual effort.
Own data integrity across accounts, contacts, and opportunity records by establishing validation rules, automated checks, and standardized processes that reduce reliance on manual data entry.
Coordinate with Sales, Finance, and Legal teams to resolve discrepancies or missing information on contracts and orders.
Serve as a point of contact for the sales team on order status and processing questions.
Manage the order queue against SLA targets, surfacing bottlenecks and designing process improvements that keep throughput on track as volume scales.
Support month-end and quarter-end close processes by ensuring all orders are processed, and opportunities are accurately updated.
Identify and escalate issues or anomalies in order documentation or Salesforce records to the appropriate stakeholders.
Design, document, and continuously improve order management workflows, including building automation (e.g., Salesforce flows, validation rules, approval processes) to streamline repetitive tasks.
Explore opportunities to enhance workflows through AI or automation tools (e.g., document summarization, task routing, or data parsing).
Identify repetitive tasks and partner with team leads to implement scalable automation solutions.