Order Management Specialist, Deal Desk

How you'll add value:

• Review and process incoming sales orders and contracts for accuracy and completeness  
• Enter and maintain deal data in Salesforce and CPQ tools; manage contract execution, order fulfillment, and documentation across platforms. 
• Collaborate cross-functionally to resolve order discrepancies and provide guidance on deal policies and processes.  
• Monitor dashboards and case queues (e.g., SFDC, FreshDesk, Slack) to ensure data integrity and timely responses.  
• Identify and escalate recurring order issues, bottlenecks, or policy gaps; recommend process improvements  
• Support end-of-month and quarter-end close activities with urgency and accuracy.  
• Assist with special projects and perform other responsibilities as assigned.

What you'll need to be successful in this role:

• 2+ years of experience in Order Management, Sales Operations, Deal Desk, or related function, ideally in a SaaS or B2B environment. 
• Familiarity with Salesforce, CPQ tools, and billing systems (e.g., Sage Intacct). 
• Understanding of SaaS contracts, billing terms, and pricing models is a plus 
• Excellent communication and collaboration skills across teams and time zones 
• Ability to manage multiple priorities and a process high volume of deal under tight deadlines 
• Self-starter mindset with a process-oriented approach to problem solving and work independently  
• Strong interpersonal and communication skills across cross-functional teams. 
• Familiarity with revenue recognition principles. 
• Hands-on experience with Salesforce CPQ. 
• Experience in both startups and publicly traded, high-growth companies. 
• Understanding of SaaS and usage-based billing models. 
• English proficiency, verbal and written skills. 

Client-provided location(s): Mexico City, Mexico

Job ID: 7840f347-b804-433d-93d3-3616b76914fe

Employment Type: OTHER

Posted: 2025-08-11T21:02:50