Order Management Specialist

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Job Category

Operations

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword — it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place Agentforce is the future of AI, and you are the future of Salesforce.

Overview:

The Order Management Specialist is responsible for ensuring all the orders, Credit and Cancellations are within compliance policies and related documents are posted accurately within the Salesforce application. Individual must be able to work in a team environment, be self- motivated, and extremely detail-oriented. The requirements are for support in Pacific timezone (PST).

Key Responsibilities:

• Review and process quotes to ensure compliance with policies.
• Adjust opportunities as per given guidelines to ensure accuracy for forecasting purposes
• Respond to process & policy questions and effectively communicate requirements
• Manage queues and share best practices and knowledge as one Global Order Management Team
• Establish strong relationships with Sales Operations, Renewals, Collections, Compensation, Legal, Sales, Provisioning, Services and other internal resources as appropriate
• Participate in new process development and process improvement projects as well as other ad hoc projects
• Coordinate the routing of documents for necessary internal and external signatures. Maintain an organized and auditable record of all reviewed and executed documents.
• Process credit memos in alignment with company policies, approval workflows and SOX compliance requirements.
• Manage and process order cancellations and reductions, ensuring accurate application of business rules and controls.
• Communicate any discrepancies or issues to the relevant teams or management for resolution.

Required Skills and Qualifications:

• Must have strong research and problem-solving abilities
• Excellent interpersonal skills; ability to articulate verbally and written, ability to think quickly
• Excellent time management skills.
• Ability to excel in a fast growing/fast paced environment, delivering accuracy while managing deadlines - adaptability is imperative.
• Must be able to maintain a calm and positive attitude in stressful/ time sensitive situations.
• Bachelor degree or equivalent combination of education and experience
• Strong attention to detail and ability to maintain accuracy in a fast-paced environment.
• Escalate complex issues to the appropriate channels for resolution.
• Hands on experience on ERP systems for credit memo creation, preferably workday will be a plus.
• Familiarity with Sarbanes-Oxley (SOX) compliance requirements, particularly as they relate to financial transaction processing.
• Flexible availability to support operations primarily aligned with Pacific Standard Time (PST), while also accommodating varying work hours as needed to meet evolving business requirement.

If you have the necessary skills and a passion for order management, we would love to have you join our team

Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what's possible — for yourself, for AI, and the world.

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Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.