Order Management Specialist

Rapid-MedicalSouthlake, TX
4hHybrid

About The Position

The Order Management Specialist (OMS) serves as a key liaison between the sales team, customers, and internal stakeholders for a medical device company that makes life-saving products for the treatment of stroke. This role primarily receives electronic orders from hospital customers and accurately enters those orders in ERP to ensure accurate, same-day fulfillment for overnight shipping and then invoicing. This role supports traditional medical device orders (i.e. ship and bill, bill-only and consignment) and credit transactions and is the subject matter expert for commercial-related ERP management, including alignment relationships between customers, territories and sales representatives. The ideal candidate is a self-starter with minimal supervision who thrives in a fast-paced environment involving routine transactions, as well as problem-solving business transactions with layered complexity. The OMS plays a pivotal role in maintaining operational excellence, fostering trust with field teams and customers, and upholding the company’s commitment to quality and service.

Requirements

  • High school diploma or equivalent required; a bachelor’s degree is preferred, or relevant work experience may be considered in lieu of a degree.
  • Minimum 2 years in a business-to-business customer service role,
  • Minimum 2 years ERP order management (e.g. Priority Mobile, SAP, Oracle, etc.)
  • Expertise in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
  • Exceptional interpersonal skills for building and maintaining relationships with customers, sales leadership, and cross-functional business partners.
  • Strong written, verbal, and listening communication skills to ensure clarity and effectiveness.
  • Demonstrated ability to think critically, analyze processes, and solve problems efficiently.

Nice To Haves

  • Previous customer service experience in life sciences or software
  • Priority ERP systems, including data entry, transaction management, and troubleshooting.
  • A bachelor’s degree in a relevant field, such as business administration, healthcare management, or a related discipline, is highly preferred.

Responsibilities

  • Act as the primary point of contact for field sales personnel, sales management and customers delivering timely, professional, and solutions-oriented communication.
  • Build and nurture collaborative, reliable and trusting relationships with field sales personnel
  • Proactively update on order status, product availability, and issue resolution to maintain transparency and trust.
  • Accurately and efficiently interpret and process incoming customer orders (e.g. email, GHX, phone, etc.) while ensuring adherence to standard operating procedures and regulatory guidelines.
  • Confirm order details with customers, set clear delivery expectations, and collaborate with logistics teams to ensure timely product shipment and delivery.
  • Identify and resolve order-related issues promptly to ensure customer satisfaction and operational efficiency.
  • Manage and maintain transactions in the Priority ERP system, ensuring data accuracy and consistency across orders, returns, and other processes.
  • Monitor and update order statuses, troubleshoot discrepancies, and provide field teams with ERP support and guidance.
  • Lead user support and training for Priority Mobile ERP
  • Work collaboratively with IT and operational teams to improve system workflows and resolve technical challenges.
  • Generate, review, and validate invoices to ensure accuracy in billing details, pricing, and applied discounts.
  • Collaborate with accounting and sales teams to resolve discrepancies and ensure timely resolution of billing inquiries.
  • Serve as a knowledgeable resource for customers regarding invoice-related questions, payments, and credit processing.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service