Order Management Specialist
23 hours ago
Job Summary
The Order Management Associate at PowerSchool is responsible for performing end-to-end order processing and billing functions. This role requires reviewing contracts and supporting documentation, interpreting terms and conditions, making judgments when needed, and ensuring orders are booked and invoices generated in accordance with the terms and conditions and company policy.
Key Responsibilities
- Review contracts/quotes/purchase orders and create corresponding sales orders and invoices in our accounting system (NetSuite)
- Ensure revenue and billing schedules are accurate and complete
- Generate credit memos, account adjustments, and refunds after ensuring proper approvals have been obtained
- Ensure data in SalesForce and NetSuite are complete, correct, and current
- Meet department service level agreements on response times
- Consistently perform at or above productivity and quality standards as set by management
- Process various forms and requests as received by our customers and legal department
- Drive continuous improvement through process efficiency suggestions
- Monitor and manage individual productivity and quality metrics
- Provide superior customer service to all internal and external business partners
- Ensure understanding and execution of all key concepts and company policies
- Assist with trainings as needed
- Watch for and recommend process improvements
- Report success, opportunities, and variances to Manager, Order Management and discuss as needed
Requirements
- 1-3 years of experience in Accounting, order management, and/or billing applications
- Bachelor's Degree in Accounting, Business Administration, or Finance
- Proficient skills in Microsoft Office
- Excellent communication, negotiation, and interpersonal skills
- Ability to multi-task and meet strict deadlines
- Flexibility to work overtime, including nights and/or weekends for month/quarter end
- Demonstrated initiative to proactively identify issues and develop solutions for PowerSchool
- Experience in Sales Force and/or NetSuite platform is a plus
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