Junior Order Management Specialist
SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Junior Order Management Specialist to ensure compliance with company policies in deal structuring, validate sales agreements, and support the sales organization with contract-related requests.
Responsibilities
- Ensure all deals are structured to comply with company policies and processes
- Validate sales agreements, including copy number, account name, licensing policy, offering consistency, pricing validation, date consistency for proration and renewals, and plug-in language
- Flag non-standard customers and deals for Finance, Credit, Renewals, Accounts Receivable, and Renewal Operations to lay the foundation for successful future billing and renewal events
- Review all aspects of deals, including pricing, quoting support, contract reviews, and non-standard terms, to ensure compliance with company policies
- Collaborate efficiently across multiple departments, including Sales, Legal, Finance, IT, and Renewals
- Support the sales organization with new sales contracts and contract-related requests
- Serve as the main point of contact for the Finance team regarding order processing and contract execution
- Ensure all customer agreements are signed by the appropriate individuals in Finance and comply with the company's signature policies
- Develop, maintain, and automate order approval workflows
- Identify areas where the team can add value, increase transparency, and improve processes to support the Sales and Finance teams
- Manage processes to analyze and reduce error rates, improving best practices and resulting in higher client satisfaction
- Ensure timely execution of contract signatures and fulfillment of software orders to comply with revenue recognition guidelines, including working extended hours during quarter-end periods four times a year
Skills
- Bachelor's degree (BA/BS) from a four-year college or university, or an equivalent combination of education and experience
- Strong organizational skills and high attention to detail
- Self-motivated and results driven
- Excellent communication skills
- Extensive knowledge of Excel, MS Outlook, Word, PowerPoint, and other MS Office applications
- Preferred understanding of Salesforce and Oracle
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
Company Overview
Company H1B Sponsorship