Order Operations Specialist
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Job Description
Order Operations Specialist processing customer orders across CRM, ordering, billing, and tax systems. Ensuring accurate pricing, invoicing readiness, data integrity, and cross-functional order execution.
Responsibilities:
- Execute end-to-end processing of all customer orders across internal systems
- Ensure required fields, product selections, pricing structures, and service configurations are complete and accurate
- Validate pricing, discounts, promotions, and bundled services against approved company standards
- Ensure orders are properly structured for invoicing, including subscription setup, billing cadence, payment terms, and tax applicability
- Identify and resolve discrepancies before orders are handed off to Finance
- Maintain accurate data across CRM, ordering platforms, and billing systems
- Coordinate with Sales, Marketing, Finance, and Customer Success
- Communicate order status and clarify discrepancies across teams
- Identify order-related issues and discrepancies, resolving straightforward issues and escalating complex cases with documentation
- Maintain order accuracy, timely execution, data integrity, reduced billing errors, and SLA adherence
Requirements:
- Must reside in Austin, Texas, or Alabama, Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, North Carolina, Nevada, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, or Wisconsin
- 1–3 years in order processing, operations, or administrative support roles
- Exceptional attention to detail
- Strong organizational and time management skills
- Ability to manage multiple priorities simultaneously
- Clear and professional communication skills
- Accountability and ownership mindset
- Experience with Salesforce CRM or comparable CRM
- Experience with WooCommerce or equivalent ordering system
- Knowledge of subscription billing platforms
- Experience with Avalara or comparable tax tools
- Proficiency with Office 365
Benefits:
- Quarterly bonus opportunities
- Fully remote work arrangement
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