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