Order Management Specialist, Deal Desk
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Job Location:
Mexico City - Mexico
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
As an Order Management Specialist youll play a critical role in the quote-to-cash process by ensuring orders are accurate compliant and processed efficiently. As part of the Deal Desk Team youll work cross-functionally with Sales Deal Desk Finance and Legal to support deal execution maintain data integrity in Salesforce and CPQ tools and help streamline operations during high-volume periods like month- and quarter-end. This role is ideal for someone detail-oriented process-driven and comfortable working in a fast-paced environment.
How youll add value:
- Review and process incoming sales orders and contracts for accuracy and completeness
- Enter and maintain deal data in Salesforce and CPQ tools; manage contract execution order fulfillment and documentation across platforms.
- Collaborate cross-functionally to resolve order discrepancies and provide guidance on deal policies and processes.
- Monitor dashboards and case queues (e.g. SFDC FreshDesk Slack) to ensure data integrity and timely responses.
- Identify and escalate recurring order issues bottlenecks or policy gaps; recommend process improvements
- Support end-of-month and quarter-end close activities with urgency and accuracy.
- Assist with special projects and perform other responsibilities as assigned.
What youll need to be successful in this role:
- 2 years of experience in Order Management Sales Operations Deal Desk or related function ideally in a SaaS or B2B environment.
- Familiarity with Salesforce CPQ tools and billing systems (e.g. Sage Intacct).
- Understanding of SaaS contracts billing terms and pricing models is a plus
- Excellent communication and collaboration skills across teams and time zones
- Ability to manage multiple priorities and a process high volume of deal under tight deadlines
- Self-starter mindset with a process-oriented approach to problem solving and work independently
- Strong interpersonal and communication skills across cross-functional teams.
- Familiarity with revenue recognition principles.
- Hands-on experience with Salesforce CPQ.
- Experience in both startups and publicly traded high-growth companies.
- Understanding of SaaS and usage-based billing models.
- English proficiency verbal and written skills.
Required Experience:
Unclear Seniority
Key Skills
- General Insurance
- Corporate Sales
- Cost Estimation
- Benefits & Compensation
- Heavy Equipment
- AC Maintenance
About Company
R365's cloud-based restaurant management software helps leaders master accounting, operations, & workforce to create incredible moments that drive profits.
