Order Management Specialist

Lucid Software•Salt Lake City, UT

9d•Hybrid

About The Position

Lucid Software is looking for someone to join their Deal Desk team as part of Order Management. As part of this team, you will work with senior management to ensure that both customers and sales representatives are supported through Lucid’s sales process. This role encourages applications from individuals with a passion for Lucid’s technology and a desire to work in a role that is continuously evolving as the organization grows.

Requirements

High attention to detail and a drive to achieve high accuracy rates
Ability to drive, lead, and guide complex business processes and assist with executing process improvement plans
Positive attitude and willingness to adapt to evolving processes
Strong communication and interpersonal skills; must be able to work well with sales, operations, customer success, and accounting teams
Passion for working cross-departmentally with internal customers and stakeholders on complex business processes and projects
Ability to work both independently and collaboratively to achieve shared team objectives
Innovative, highly motivated, and success driven approach to work activities
Excellent work ethic and problem solving skills
Ability to research, analyze, and synthesize customer account data from multiple systems to assess overall account status and communicate findings effectively
Strong proficiency in Microsoft Excel or Google Sheets

Nice To Haves

1-2 years experience in deal desk, accounts receivable, order management, business operations, or similar role
Bachelor’s Degree in Business, Accounting, Finance, Information Systems, or similar field
Experience working in Salesforce or other CRM systems
Experience working in a billing, invoicing, or order management system
Experience working with a SaaS Enterprise level Sales organization

Responsibilities

Work directly with sales reps to process sales orders of varying size and complexity in our CRM and billing systems
Work closely with the Deal Strategy, Audit, Consolidations, Customer Success, and Accounts Receivable teams to ensure compliance with published sales and business policies and procedures
Review and approve orders to ensure completeness and accuracy of bookings, license provisioning, and customer invoicing
Develop an in-depth understanding of licensing models and recommend contract structures based on client use cases
Develop and demonstrate basic knowledge of revenue recognition principles
Become a subject matter expert for Lucid’s sales rules of engagement, business policies, and business procedures across all products, systems, and departments
Develops an in-depth understanding of CRM and billing systems in order to strategically troubleshoot problems to address both short- and long-term solutions
Work cross-functionally with all departments, including Sales, Customer Success, Accounting, Legal, Finance, and Go To Market
Be an advocate and partner to internal organizations by understanding the complex needs of the Sales, Finance, and Go To Market organizations
Drive process improvements to current business systems, processes, and procedures to improve sales rep experience as well as reduce overall processing time, including AI based solutions
Other duties as assigned