What are the responsibilities and job description for the Order Management Specialist position at Vertafore?
$45,000 annualized VIP Bonus
Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
As an Order Management Specialist, you will report to the Manager of Order Management. This position requires strong attention to detail and will enable accuracy and efficiency within the department. This position will either be responsible for reviewing and approving sales facing orders or reducing and cancelling customer billing along with processing various billing cases. The work the Order Management Specialist does has a huge impact on revenue based on various activities processed through billing cases.
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:
- Responsible for processing customer facing orders within the Quote to Cash processes while utilizing Salesforce, CPQ, and NetSuite
- Assist the A/R and the Customer Success/Support team with discovering the cause of a billing discrepancy and advice on the operational fix
- Analyzing and process billing cases
- Assist Sales and Sales Operations by reviewing and ensuring the completeness of signed sales quotes
- Responsible for aiding in the enforcement of contract terms, Invoicing process guidelines, policies, and corporate control standards
- Provides quality assurance and control checks by verifying compliance in system and audit standards
- Assist and provide testing on process updates and implementation
- Help with cross training new additions to the team
- Maintain and update process documents
- Completes other duties as assigned by supervisor
