Sales Order Specialist

7 Minutes ago • All levels
Sales

Job Description

This Sales Order Specialist role is responsible for the entire order-to-billing process, providing support to sales teams and clients. Key duties include managing order fulfillment stages like preparation, tracking, permissioning, billing, credits, and cancellations, ensuring accuracy and compliance. The specialist acts as a primary contact for clients, resolves inquiries, leads cross-functional initiatives, and identifies process improvements. They also handle basic Service Alerts and support Salesforce-related tasks.
Must Have:
  • Responsible for the full order-to-billing process and provides ongoing support to sales teams and clients.
  • Manages all stages of order fulfillment, including preparation, tracking, permissioning, billing, credits, and cancellations.
  • Ensures accuracy for client orders to support sales and financial reporting, while maintaining compliance.
  • Serves as the main point of contact for a designated client base, building positive relationships.
  • Responds to inquiries related to quotes, order status, billing, account details, permissioning, and compliance.
  • Experience in Order to Cash / customer support roles.
  • General knowledge of business.
Perks:
  • Healthcare
  • Retirement planning
  • Paid volunteering days
  • Wellbeing initiatives

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Generates quotes where required, and enters order information into relevant systems, supporting the quote to billing processes and entitles access to users.

Key Responsibilities and Accountabilities

  • Is responsible for the full order-to-billing process and provides ongoing support to sales teams and clients throughout the order lifecycle.
  • Manages all stages of order fulfillment, including preparation, tracking, permissioning, billing, credits, and cancellations for both new and renewal orders. Ensures accuracy for client orders to support sales and financial reporting, while maintaining compliance with internal controls and third-party guidelines.
  • Serves as the main point of contact for a designated client base, building positive relationships with internal and external stakeholders to improve service outcomes.
  • Responds to inquiries related to quotes, order status, billing, account details, permissioning, and compliance, ensuring timely and accurate resolution.
  • Leads cross-functional initiatives, collaborating with relevant teams to ensure customer requests are handled efficiently and effectively.
  • Identifies patterns and opportunities for improving systems and workflows, contributing to continuous process enhancement.
  • Manages basic Service Alerts, including creation, follow-up, and resolution, and conducts pre-audit checks.
  • Supports Salesforce-related tasks, such as tracking pending orders, resolving contract or product installation queries, and navigating moderately sophisticated system issues.
  • Assists with contract and trial management, including acquiring vital documentation from customers.
  • Partners closely with internal teams to resolve administrative concerns and ensure a smooth customer experience.

Qualifications and Experience

  • Experience in Order to Cash / customer support roles
  • General knowledge of business, developed through education, to make informed judgements.

Help us build the future of client experience!

Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

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