Order Management Specialist (Contractor)

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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

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