Order Management Specialist (Contractor)

Overview

The Order Management Specialist owns the end-to-end lifecycle of customer orders—from quote creation through order fulfillment, billing readiness, and revenue recognition. This role is critical in ensuring data accuracy, operational efficiency, and a seamless customer experience by maintaining high-quality data in CPQ and CRM systems and partnering closely with Sales, Billing, Finance, and Revenue Recognition teams. The ideal candidate is highly detail-oriented, process-driven, and thrives at the intersection of Sales Operations, Deal Desk, Systems and Tools, and Finance, with a strong focus on
downstream accuracy and compliance.

About the Job

Order & Quote Management

• Own the full customer order lifecycle, from quote creation and order submission
  through fulfillment, billing readiness, and close-out
• Create, review, and manage CPQ quotes, ensuring accuracy of pricing, SKUs, terms,
  and configurations
• Partner with Sales and Deal Desk to support complex deals, amendments, renewals,
  and upsells
• Ensure all required approvals are obtained prior to order submission

CPQ & Data Maintenance

• Maintain and manage SKU setup, product configurations, and pricing rules in CPQ
• Ensure data completeness and accuracy across Quotes, Opportunities, Orders and
  contracts within Ironclad
• Own Opportunity stage progression, close-out requirements, and post-close data
  validation
• Enforce data hygiene standards to support downstream billing, invoicing, and revenue
  recognition

Billing & Revenue Readiness

• Prepare orders for downstream Billing and Revenue Recognition teams by ensuring:
  • Accurate product and SKU mapping
  • Correct pricing, quantities, and contract terms
  • Proper revenue schedules and billing triggers
• Serve as a primary point of contact for resolving order-related issues impacting invoicing
  or revenue recognition
• Partner with Finance and RevRec to resolve data discrepancies and prevent revenue
  leakage

Cross-Functional Collaboration

• Act as a key liaison between Sales, Sales Operations, Legal, Finance, Billing,
  Revenue Recognition, and Systems teams
• Proactively identify and resolve order issues to minimize delays and customer impact
• Support audits, internal controls, and compliance requirements related to order-to-cash
  processes

Process Improvement & Reporting

• Identify opportunities to improve order management, CPQ workflows, and data
  quality
• Document and maintain standard operating procedures (SOPs) for order and quote
  processes
• Track and report on order accuracy, cycle times, and issue trends to drive continuous
  improvement

About You
Minimum Qualifications

• 3+ years of experience in Order Management, Sales Operations, Deal Desk, or
  Revenue Operations
• Hands-on experience with CPQ systems (Salesforce CPQ or similar)
• Strong understanding of order-to-cash processes, including billing and revenue
  recognition dependencies
• Exceptional attention to detail and data accuracy
• Experience working cross-functionally with Sales and Finance teams
• Strong organizational, time-management, and problem-solving skills

Preferred Qualifications

• Experience supporting Billing or Revenue Recognition teams
• Familiarity with ASC 606 concepts and revenue schedules
• Experience with Salesforce CRM and reporting
• Experience with Ironclad CLM
• Ability to thrive in a fast-paced, high-volume environment

Hourly Rate - $60/hour