Order Management Specialist

Posted 7 Days Ago
Be an Early Applicant
San Jose, San José, CRI
In-Office
Mid level
Information Technology • Software
The Role
Process and fulfill new orders and renewals in Salesforce, maintain accurate renewal and customer records, generate and deliver invoices and license keys, and assist internal/external customers with order-related issues.
Summary Generated by Built In

It's fun to work in a company where people truly BELIEVE in what they're 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 year's 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.

#LI-Remote

#LI-JC1

.

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.

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 [email protected].  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, you'll enjoy your career with us!

Skills Required

  • 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
  • High School Diploma
  • Bachelor's Degree in business or related-field, or equivalent experience
  • Experience with Salesforce
  • Experience with Excel
  • Experience with software maintenance renewal activity

Rocket Software Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Rocket Software and has not been reviewed or approved by Rocket Software.

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, including major plan options and HSA-compatible choices with employer contributions. Health insurance quality is framed as a meaningful component of overall total compensation.
  • Leave & Time Off Breadth Time off is characterized as generous and usable, and remote-friendly flexibility further supports work–life balance. Paid time off is repeatedly treated as a standout element of the overall package.
  • Retirement Support Retirement benefits include access to a 401(k) with an employer match and Roth 401(k) availability. Retirement offerings are described as typical for the industry and contribute positively to total rewards.

Rocket Software Insights

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The Company
HQ: Waltham, MA
2,825 Employees

What We Do

Rocket Software empowers organizations to create legendary impact in the world through innovation in legacy technologies. With deep expertise in IBM Z, IBM Power, and database and connectivity solutions, Rocket solutions power tens of thousands of global businesses, solving real problems and making real-world impact. With more than 70% of the world’s IT workload running on legacy platforms, Rocket helps companies and public-sector organizations innovate using the technology and data they already have, so they can always be ready for what comes next. Rocket customers include 44 of the Fortune 50, representing industries including Banking and Finance, Healthcare, Manufacturing, Transportation and Logistics, Retail and Insurance. A Bain Capital portfolio company, Rocket is headquartered in the Boston area with centers of excellence strategically located throughout North America, Europe, Asia, and Australia.

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