Order Operations Specialist

Posted Yesterday
16 Locations
Remote
45K-55K Annually
Junior
Professional Services • Software • Consulting
The Role
Processes customer orders end to end, validating products, pricing, discounts, billing details, payment terms, taxes, and system data. Coordinates with Sales, Marketing, Finance, and Customer Success to resolve discrepancies and ensure billing readiness. Maintains accurate records across CRM, ordering, and billing platforms while meeting processing timelines and reducing billing errors.
Summary Generated by Built In

Order Operations Specialist (Remote)

Location: 100% Remote / Virtual

Must Reside In: Austin, TX or any of the following states – AL, AZ, CO, CT, FL, GA, IL, NC, NV, OH, OR, SC, TN, TX, VA, WI.

Job Type: Full-Time, Exempt (Salaried)

Compensation: $45,000–$55,000 base salary + quarterly bonus opportunities

Position Overview

The Order Operations Specialist is responsible for executing the full order lifecycle with a high degree of accuracy, ensuring all client purchases are correctly structured, processed, and aligned for downstream billing, tax handling, and financial reporting.

This role serves as a critical control point within the revenue process. While transactional in nature, the position requires strong attention to detail and accountability, as errors directly impact invoicing accuracy, revenue recognition, and client experience.

Core Responsibilities

Order Lifecycle Execution

Execute the end-to-end processing of all customer orders across internal systems. Ensure that all required fields, product selections, pricing structures, and service configurations are complete and accurate prior to finalization.

Pricing & Product Validation

Validate pricing, discounts, promotions, and bundled services against approved company standards. Confirm that all order components align with current product offerings and pricing structures.

Billing Readiness & Financial Alignment

Ensure all 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.

Data Integrity & System Accuracy

Maintain consistent and accurate data across CRM, ordering platforms, and billing systems. Ensure alignment between systems to prevent downstream reconciliation issues.

Cross-Functional Coordination

Act as an operational liaison between Sales, Marketing, Finance, and Customer Success. Communicate order status, clarify discrepancies, and ensure alignment across teams.

Issue Identification & Resolution Support

Proactively identify order-related issues and discrepancies. Resolve straightforward issues independently and escalate complex cases with clear documentation and context.

Ownership & Accountability

  • Accuracy and completeness of all processed orders
  • Timeliness of order execution
  • Integrity of order data across all systems
  • Reduction of billing errors and rework

Success Metrics

  • Order accuracy rate
  • Order processing turnaround time
  • Billing discrepancy rate
  • Internal response time / SLA adherence

Required Skills

  • 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

Systems Environment

  • Salesforce CRM (or comparable CRM)
  • WooCommerce or equivalent ordering system
  • Subscription billing platforms
  • Avalara or comparable tax tools
  • Office 365

Experience

1–3 years in order processing, operations, or administrative support roles

This is a fully remote role. However, you must reside in one of the following states:

· Arizona, Alabama, Colorado, Connecticut, Florida, Georgia, Illinois, Nevada, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, Wisconsin

Skills Required

  • 1-3 years of experience in order processing, operations, or administrative support
  • 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 a comparable CRM
  • Experience with WooCommerce or an equivalent ordering system
  • Experience with subscription billing platforms
  • Experience with Avalara or comparable tax tools
  • Proficiency with Office 365
  • Residence in Austin, Texas, or one of the listed eligible states
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The Company
HQ: Austin, TX
98 Employees
Year Founded: 2009

What We Do

Fourlane is a business advisory and consulting firm that helps organizations optimize QuickBooks and address accounting-system challenges. It provides QuickBooks system design, cleanup, data conversion, custom development, workflow and integration services, and also resells, implements, and supports NetSuite and Acumatica ERP solutions. Its offerings include payroll, merchant services, and financial consulting, with tailored implementations and ongoing support for small and mid-sized businesses.

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