Everyone who wants to change the world should have the tools and technology to do so. Technology is the most powerful equalizer of our time, providing access to data, knowledge, and--above all--connections. Salesforce.org gets our technology in the hands of nonprofits and educators so they can connect with others and do more good. As a social enterprise, the more missions our technology supports, the more we invest back into technology and communities, creating an endless circle of good. We're here to help; visit us at Salesforce.org.
Job CategorySalesforce.org - General and Administrative and Programs
Order Management Specialist
San Francisco, CA
Everyone who wants to change the world should have the tools and technology to do so. Technology is the most powerful equalizer of our time, providing access to data, knowledge, and--above all--connections. Salesforce.org gets our technology in the hands of nonprofits and education institutions so they can connect with others and do more good. As a social enterprise, the more missions our technology supports, the more we invest back into technology and communities, creating an endless circle of good.
As an Order Management Specialist for Salesforce.org, you will support a team of Sales Account Executives in deal compliance and completion. In this role, you will work in a team environment to drive process, respect policy and remove obstacles for our sales team. Strong candidates will demonstrate high attention to detail, operational excellence and an ability to step above the fray and drive daily execution within a monthly cadence.
The Order Management Specialists responsibilities include supporting a number of teams of Account Executives, including but not limited to deal structure questions, order processing, and compensation calculations, while ensuring orders are in compliance to revenue & company policy.
Review submitted contract and order forms for completeness, accuracy, and conformance to Salesforce Sales Order Acceptance policy.
Process contracts and orders and ensure all documentation is in compliance with revenue and company policy.
Complete compensation transaction to ensure accurate timely commission payments
Create and Modify quotes as required.
Works with Sales and Collections to assist resolution to customer billing investigations and disputes
Validate AE/Renewal Opportunities for Sales forecasting
Challenging legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, understanding the flexibility for change, and formulating creative solutions or work-around based on that analysis.
Responsible for monthly audits of all Compliance
Share best practices with team members to enhance the quality and efficiency of support and contribute to the knowledge base
Coordinate with Contract Specialist and assist in AE training
Contributes ideas and innovations to improve upon existing systems, work processes and procedures
Participate in projects involving technical and financial concepts providing recommendations
Establish strong relationships with Sales, Renewals, Collections, Compensation, Legal, and other internal resources as appropriate.
Bachelors degree or equivalent combination of education and experience
2+ years' customer management or sales support experience
Excellent oral and written communication skills
Demonstrated participation in process improvement initiatives and/or project management experience
Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly
Must have strong research and problem solving abilities
Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative
Ability to understand broader business and financial issues and juggle multiple projects and tasks
Extreme attention to detail
Must maintain a positive attitude in stressful situations and while working within a team environment
Able to use Microsoft suite of tools effectively
Salesforce application experience a plus
Ability to work independently
Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Headhunters and recruitment agencies may not submit resumes/CVs through this Web site or directly to managers. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay fees to any third-party agency or company that does not have a signed agreement with Salesforce.com or Salesforce.org.
Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.