Sales Order Specialist II

Job Description  

This position is responsible for managing the sales order process, ensuring accuracy, efficiency, and customer satisfaction. In this role, you will manage the order process from start to finish to ensure the accuracy of data to facilitate processing of customer orders from order activation to delivery. The Sales Order Specialist—II will provide sales support to the Account Executives and order fulfillment for customers to ensure quality assurance and efficiency.  

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:  

• Managing and completing the Booking process of new and existing business into the organization by supporting a dedicated group of Account Executives. 

• Supporting the quote to cash process for order activation. 

• Overarching responsibility for accurate and timely sales quote to order process. 

• Partner with Sales and Deal Desk, as appropriate, to review and approve contract documents.  

• Fix quote and contract submission errors and omissions - independently and/or in collaboration with Account Executives, Deal Desk, or other process stakeholders.  

• Ensure appropriate approvals are in place before order activation.  

• Ensure all critical information matches the Order Form, SFDC, CPQ., such as account name, address, products, prices, terms, and delivery method.  

• Review process where quotes and orders are accurate before finalization of order activation. 

• Update and maintain process documents for the Sale Order Specialist position.  

• Participate in other projects or duties.  

SUPERVISORY RESPONSIBILITIES:  

• N/A  

KNOWLEDGE, SKILLS AND ABILITIES:  

• Proficiency in Vertex internal administration systems such as Salesforce.com, CPQ, MS Office Suite, and DocuSign strongly preferred.  

• Understanding business processes and data characteristics associated with Sales Work Center strongly preferred.  

• Required to work the last two business days of each month, sometimes past normal business hours on the last business day of the month.  

• Excellent organizational skills and detail oriented - able to establish/follow process framework and help internal customers understand and follow policies/processes.  

• Excellent customer service skills - demonstrates “can do” problem solving approach both independently and as part of a collaborative team. 

• High level of adaptability - embraces change and not afraid to advocate for and help implement process and system changes to improve effectiveness and streamline activities.  

• Ability to grasp technical concepts, understand diverse hardware platforms, operating systems, data communications and networking preferred. 

• Experience conducting both individual and team training on processes and systems required. 

• Ability to work independently on multiple activities, showing appropriate level of prioritization and escalation skills.  

• Ability to effectively communicate across multiple work centers.  

• Understanding of compliance with company practices and methods of working preferred.  

• Good mathematical skills preferred. 

• Understanding of financial concepts (i.e. revenue recognition) and Vertex products preferred.  

• Flexibility and an appreciation of a fast-moving and international environment.  

EDUCATION AND TRAINING:  

• Bachelor’s Degree/professional qualification Business Administration or equivalent work experience.  

• Or equivalent combination of education and/or experience.