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Order Specialist
3 months ago
Order Specialist
Onit – Pune, Maharashtra, India – Full Time
Overview
We are seeking an experienced and highly skilled Order Management Specialist to join our dynamic team. The ideal candidate will have an elite skill set in data analysis, contract review, and order management. This role is crucial for ensuring the accuracy and integrity of our order processing system, maintaining compliance with legal agreements, and implementing best practices for deal desk and order management.
This position requires meticulous attention to detail, strong organizational skills, and the ability to effectively communicate with various departments including Sales, Finance, Legal, and Customer Success. The ideal candidate will ensure the accuracy and efficiency of the contract lifecycle, from initial creation to final execution and billing.
Key Responsibilities:
- Ensure adherence to the order management checklist, verifying that all steps are completed accurately and in a timely manne
- Manage and process customer orders, ensuring all details are accurately recorded and maintained in the syste
- Coordinate with cross-functional teams (sales, finance, legal, etc.) to resolve any order-related issue
- Conduct detailed reviews of customer contracts, focusing on legal redlines and ensuring all agreed-upon terms are accurately reflected in the deal
- Collaborate with the legal team to address any discrepancies or concerns identified during the contract review process.
- Maintain a comprehensive understanding of contract terms and conditions to ensure compliance.
- Help with the contract lifecycle from drafting, negotiation, approval, signature, and renewal when applicable.
- Maintain a repository of all active and historical contracts, ensuring easy retrieval and reference
- Analyze order data to identify trends, discrepancies, and areas for improvement.
- Prepare regular reports on order metrics and KPIs for management review.
- Use data insights to recommend and implement process improvements.
- Conduct periodic audits of contracts and orders to ensure ongoing compliance and accuracy.
- Serve as the primary point of contact for internal stakeholders regarding contract and order status.
- Liaise with the Finance department to ensure accurate and timely invoicing based on contract terms.
- Collaborate with Legal to address any contractual issues or amendments.
- Develop and implement best practices for deal desk and order management to enhance efficiency and accuracy.
- Stay up to date with industry trends and innovations, incorporating relevant practices into the order management process.
- Train and mentor team members on best practices and new procedures with opportunity management within Salesforce.
Required Skills:
- 3+ years of experience in order management, contract administration, or a related role within the SaaS industry.
- Good understanding of contract law and commercial terms, particularly in a SaaS environment.
- Proficiency in using CRM and ERP systems (e.g., Salesforce, Intacct).
- Excellent organizational skills with a high degree of attention to detail.
- Ability to work independently and collaboratively in a fast-paced environment.
- Proficiency in Microsoft Office Suite, particularly Excel and Word a plus.
- Familiarity with contract management software is a plus (SFDC, CPQ)
Qualifications:
- Bachelor’s degree in business administration, Finance, Legal Studies, or a related field or related work experience.
About
Onit:Onit is a Global Leader of Enterprise workflow solutions for Legal, Compliance, Sales, IT, HR, and Finance departments. We have developed our Innovative next-generation platform and have deployed it to products in Enterprise Legal Management, Matter Management, Spend Management, Contract Management, Legal Holds, and Legal Project Management. Our solutions transform best practices into smarter workflows, better processes, and operational efficiencies.
