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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
#LI-Remote
Top Skills
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