Overview
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.
About the Job Order & Quote Management
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
CPQ & Data Maintenance
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
Billing & Revenue Readiness
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
Cross-Functional Collaboration
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
Process Improvement & Reporting
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
About You
Minimum Qualifications
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
Preferred Qualifications
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
Hourly Rate: $60/hour
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About the Job Order & Quote Management
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
CPQ & Data Maintenance
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
Billing & Revenue Readiness
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
Cross-Functional Collaboration
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
Process Improvement & Reporting
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
About You
Minimum Qualifications
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
Preferred Qualifications
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
Hourly Rate: $60/hour
#LI-Remote
#J-18808-Ljbffr