Order Management Specialist

Summary

Join Zimperium as an Order Management Specialist and manage the end-to-end order process, from quote to cash. This role requires a keen eye for detail, exceptional organizational skills, and collaboration with cross-functional teams. You will review purchase orders, process Salesforce opportunities, verify order details, and partner with various teams. The ideal candidate possesses strong analytical skills and experience in sales operations or revenue operations within a B2B SaaS or technology company. This position demands strong communication, problem-solving, and the ability to thrive in a fast-paced environment.

Requirements

• 2+ years of experience in order management, sales operations, revenue operations, finance operations, or a related role in a B2B SaaS or technology company
• Experience with CRM systems (e.g., Salesforce) and familiarity with CPQ solutions
• Familiarity with spreadsheet software (Microsoft Excel and/or Google Sheets)
• Excellent organizational and problem-solving skills to address customer inquiries and logistical challenges
• Strong attention to detail and ability to manage high volumes of orders with accuracy
• Ability to work independently and as part of a team
• Strong written and verbal communication skills, with the ability to communicate effectively both internally and externally
• Ability to thrive in a fast-paced, dynamic environment
• Availability during the end of the month / quarter is essential
• Some travel may be required

Responsibilities

• Review submitted Purchase Orders, order forms & contracts for completeness, accuracy, and compliance with our Company Bookings Policy to drive accurate invoicing, revenue recognition, sales activity reporting, KPI data and commissions
• Process SFDC Opportunities by validating delivery, initiating subscription contracts, including entering post-close contract amendments / adjustments as needed
• Verify that order details align with approved pricing and discounting guidelines
• Partner with Deal Desk & Finance to manage opportunities with non-standard deal terms
• Liaison with OEM partners to ensure proper processing of OEM orders and reconciliation activities
• Assist Finance team with invoice collections, actively pursuing validation of payment timing, functioning as the expert on bookings & billings, and escalating any risk accounts
• Collaborate with internal teams to help identify opportunities for process optimization and efficiency gains, driving continuous improvement initiatives
• Develop, document, and maintain processes as needed