Order Management Specialist
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-09-06
Listing for:
Rocket Software, Inc.
Full Time
position Listed on 2026-09-06
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Sales
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
It’s fun to work in a company where people truly BELIEVE in what they're doing!
Job Description
Summary:
The Order Management Specialist will process orders in Salesforce. The incumbent is responsible for maintaining renewal records in Salesforce with accurate pricing, customer and product information. They will partner with the Renewal Account Executive (RAE), maintain renewal quote data, and follow through with the RAE on outstanding renewals.
- Process new orders (80%)
- Review Salesforce opportunities for approved quotes from Sales Update Salesforce to make any needed adjustments/corrections for order accuracy
- Process and fulfill the order (including proper license key delivery)
- Ensure invoices are properly generated and delivered
- Manage small-to-medium-sized customer renewal records in Salesforce (15%)
- Maintain accurate customer renewal records in Salesforce, including the addition of Consumer Pricing Index price increases
- Follow the established renewal cycle process to ensure the generation of timely quotes
- Responsible for initiating timely renewal reminders
- Post renewal, ensure invoices are properly generated and delivered, and next year's renewal record is accurately generated
- Track and update assets as needed to ensure appropriate level of entitlement, access, and support for customers
- Customer Support (5%) Assist internal and external customers in resolving order-related issues that may require redirection via emails or phone calls.
- 3-5 years’ work experience in Order management
- General knowledge and experience with computers and business office software (email, word processing, spreadsheet, Windows)
- Professional demeanor
- Good written and verbal communication skills
- Detail-oriented; able to manage large volume of work
- Bachelor’s Degree in business or related-field, or equivalent experience.
- Experience with Salesforce
- Experience with Excel
- Experience with software maintenance renewal activity
High School Diploma required
Travel Requirements:Minimal
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