Order Management Specialist

Location: AMC San Jose, CRI

Time Type: Full time

Job Description

Its fun to work in a company where people truly BELIEVE in what theyre doing!

Job Description Summary:

The Order Management Specialist will process orders in Salesforce. The incumbent is responsible for maintaining renewal records in Salesforce with accurate pricing, customer and product information. They will partner with the Renewal Account Executive (RAE), maintain renewal quote data, and follow through with the RAE on outstanding renewals.

Essential Duties and Responsibilities:

• Process new orders (80%)
  • Review Salesforce opportunities for approved quotes from Sales
  • Update Salesforce to make any needed adjustments/corrections for order accuracy
  • Process and fulfill the order (including proper license key delivery)
  • Ensure invoices are properly generated and delivered
• Manage small-to-medium-sized customer renewal records in Salesforce (15%)
  • Maintain accurate customer renewal records in Salesforce, including the addition of Consumer Pricing Index price increases
  • Follow the established renewal cycle process to ensure the generation of timely quotes
  • Responsible for initiating timely renewal reminders
  • Post renewal, ensure invoices are properly generated and delivered, and next years renewal record is accurately generated
  • Track and update assets as needed to ensure appropriate level of entitlement, access, and support for customers
• Customer Support (5%)
  • Assist internal and external customers in resolving order-related issues that may require redirection via emails or phone calls.

Required Qualifications:

• 3-5 years’ work experience in Order management
• General knowledge and experience with computers and business office software (email, word processing, spreadsheet, Windows)
• Professional demeanor

• Good written and verbal communication skills
• Detail-oriented; able to manage large volume of work

Preferred Qualifications:

• Bachelor’s Degree in business or related-field, or equivalent experience.
• Experience with Salesforce
• Experience with Excel
• Experience with software maintenance renewal activity

Education:

High School Diploma required

Travel Requirements:

Minimal <5%

Information Security:

Information security is everyone’s responsibility. A fundamental principle of information security at Rocket Software is that all individuals in the organization have a responsibility for the security and protection of company information and IT Resources over which they have control, according to their role.

Diversity, Inclusion & Equity:

At Rocket we are committed to an inclusive workplace environment, where every Rocketeer can thrive by bringing their full selves to work. Being a Rocketeer means you are part of our movement to continually drive inclusivity, diversity and equity in our workforce.

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Rocket Software Inc. is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Rocket Software Inc. is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

At Rocket Software, we believe AI is a critical enabler of innovation and productivity. All Rocketeers are expected to actively leverage AI-powered tools and technologies, where appropriate, to enhance efficiency, improve decision-making, and deliver greater impact in their roles. Embracing continuous learning and the responsible use of AI is an essential part of how we work.

As part of our commitment to a safe and trustworthy workplace, we include background and reference checks in our hiring process.

Rocket is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please call: 781-577-4321 or send an email to people@rocketsoftware.com. We will make a determination on your request for reasonable accommodation on a case-by-case basis.

If you like wild growth and working with happy, enthusiastic over-achievers, youll enjoy your career with us!