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Order Desk Associate

Austin, TXTempe, AZOnsite1+ YOE
Summary

Supports Global Sales and CX teams by processing post-sales orders, verifying details, tracking provisioning, and resolving discrepancies to ensure smooth customer account setup and operational efficiency at a tech communications platform.

About the role

Responsibilities

  • Serve as front-line support for standard post-sales requests, including internal inquiries and account provisioning activities.
  • Process incoming customer service orders, ensuring they are accurately entered into our systems and aligned with business policies and procedures.
  • Verify key order information (e.g., product availability, pricing, billing and shipping details) and coordinate with relevant teams to resolve any gaps or questions.
  • Track provisioning status, proactively follow up on outstanding items, and provide timely updates to internal stakeholders across Sales and CX.
  • Analyze order data to identify discrepancies, trends, or bottlenecks, and partner with cross-functional teams to drive timely resolution and process improvements.
  • Prepare and maintain reports related to order volumes, cycle times, and potential risk areas in the post-sales process.
  • Ensure compliance with company policies, order protocols, and customer requirements while maintaining high data quality standards.
  • Collaborate closely with Sales, Accounts Receivable, Billing, and other internal stakeholders to support a smooth handoff from deal close through billing and provisioning.
  • Create and continuously improve internal documentation, trackers, and process guides that support scalable, efficient order operations.
  • Provide excellent internal “customer service” through clear communication, ownership of issues, and diligent follow-up.
  • Contribute to ad-hoc projects and general administrative tasks that help optimize the broader post-sales and order management lifecycle.

Requirements

  • 1+ years in Deal Desk, Order Desk, Sales Operations or equivalent experience.
  • Bachelor's degree in Finance/Account, Business or related field.
  • Strong attention to detail and excellent written and verbal communication skills.
  • A track record of thriving in a dynamic environment, effectively managing multiple priorities with flexibility and focus.
  • Strong organizational and problem-solving skills, with the ability to analyze data, spot discrepancies, and drive issues to resolution.
  • Ability to build collaborative relationships with Sales, Finance, and other cross-functional partners, with a service-oriented mindset.
  • Comfort working in tools and systems.

Nice-to-Haves

  • Experience using Salesforce or similar CRM platforms.
  • Previous experience in an operations, order processing, billing, or revenue operations role.
  • CPQ experience.
Skills
SalesforceCRMCPQSales OperationsOrder ProcessingData AnalysisOrder ManagementBilling Systems