Senior Sales Order Specialist

The Senior Sales Order Specialist generates quotes and enters order information, supporting quote-to-billing processes and enhancing customer experience through timely service delivery. This role involves managing the order process for designated clients or geographical areas, ensuring accuracy, and providing expertise to achieve customer satisfaction while meeting company objectives. Key responsibilities include implementing the order-to-billing process, managing the entire order lifecycle, ensuring compliance, and resolving client queries.

Must Have

• Implement the entire order to billing process and provide ongoing order management support.
• Support the end-to-end process of Specialist Products.
• Handle OMSWAT requests.
• Establish relationships with internal and external customers.
• Ensure client positions are accurate for sales and financial reporting.
• Adhere to SOX compliance controls and third-party guidelines.
• Own and handle the entire order life cycle.
• Obtain information required to process orders.
• Ensure appropriate technical and commercial approvals are in place.
• Provide research and support for billing disputes.
• Complete off-line pricing calculators and product-specific checklists.
• Verify equipment needs, communication requirements, and general client needs.
• Handle pending book calls with internal partners.
• Accurately upload forecasted install and billing effective dates.
• Implement release of billing for all services and charges.
• Maintain accurate client site billing & location details and contact/user records.
• Reconcile out of date Opportunities to orders.
• Provide timely support and resolution regarding Data and Compliance issues.
• Review Free Trial expiration notices with account teams.
• Process order adjustments, applying appropriate commercial policies and guidelines.
• Establish key client and sales relationships.
• Assist in annual renewals processing.
• Handle and resolve external & internal queries relating to quote/order status, billing, client account information/permissioning, and compliance issues.
• Lead ad hoc initiatives with relevant groups.
• Provide assistance and mentorship to new recruits and less expert members of staff.
• Supervise daily dashboards/reports and participate in group discussions.
• Spot trends and make recommendations for enhancing systems and procedures.
• Act as a deputy in the absence of the Team Leader/Manager (as vital and agreed).
• 3 years of meaningful work experience.
• Graduate/post-graduate in Commerce or Accounting.
• Prior OMS/SOS experience.

Good to Have

• Knowledge on SAP, SalesForce and Siebel

Perks & Benefits

• Great employee benefits
• Hybrid working model
• Healthcare
• Retirement planning
• Paid volunteering days
• Wellbeing initiatives

Position Summary

The Senior Sales Order Specialist generates quotes and enters order information into relevant systems, supporting the quote to billing processes. They also consistently enhance customer experience through improving timeliness in service delivery by achieving the guaranteed average turnaround time, based on agreed product/process and reducing the resolution time with agreed quality for sophisticated requests and specialty accounts (may include implementation of Service Level Agreement).

The successful candidate is responsible for the order process for a designated group of customers or a designated geographical area; meeting requirements in an accurate and timely manner, providing expertise to customers in all related matters, thereby delivering customer satisfaction whilst ensuring that the company's goals and objectives are met.

Role Responsibilities:

• Responsible for the implementation of the entire order to billing process and for providing ongoing order management support for sales and clients.
• Support the end-to-end process of Specialist Products
• Handle OMSWAT request related
• Aligned to a designated client base and is accountable for establishing relationships with internal and external customers, playing a key role in improving service results.
• Confirms all client positions are accurate for sales and financial reporting and is accountable for adhering to SOX compliance controls and third-party guidelines.
• Own and handle the entire order life cycle, including order preparation, order monitoring, permissioning and billing/credits/cancellations for new and renewal orders.
• Obtain information required to process orders (user data, product reference details, installation details, exchange requests, billing dates, sales codes, billing account contacts).
• Ensure appropriate technical and commercial approvals are in place.
• Provide research and support for billing disputes, ensuring issues are resolved according to departmental guidelines (which may include Service Level Agreements).
• Ensure any off-line pricing calculators and/or product-specific checklists are completed.
• Verify equipment needs, communication requirements and general client needs, making sure to provide timeframes and set client expectations accordingly.
• Handle pending book calls with internal partners, raising all delays where interaction is required.
• Make sure forecasted install and billing effective dates are accurately uploaded into local database/back-office order tracking system. Implement release of billing for all services and charges.
• Maintain accurate client site billing & location details and contact/user records on internal systems.
• Reconcile out of date Opportunities to orders.
• Provide timely support and resolution regarding Data and Compliance issues.
• Review Free Trial expiration notices with account teams.
• Process order adjustments, applying appropriate commercial policies and guidelines.
• Establish key client and sales relationships in order to facilitate improved administration and customer satisfaction.
• Assist in annual renewals processing, including analyzing pricing, reviewing amendments and invoicing
• Handle and resolve external & internal queries relating to quote/order status, billing, client account information/ permissioning, and compliance issues.
• Lead ad hoc initiatives with relevant groups, ensuring customer requests are optimally driven.
• Provide assistance and mentorship to new recruits and less expert members of staff.
• Supervise daily dashboards/reports and participate in group discussions re: system enhancements, general policy/procedure maintenance, renewal processing, etc.
• Spot trends and make recommendations for enhancing systems and procedures.
• As vital and agreed, act as a deputy in the absence of the Team Leader/ Manager

Qualifications & Experience Required:

• 3 years of meaningful work experience
• Graduate/post-graduate in related fields such as Commerce or Accounting
• Candidates should have prior OMS/SOS experience
• Good data interpretation skills
• Good, confirmed understanding of computer systems; knowledge on SAP, SalesForce and Siebel is an advantage
• Has excellent focus for accuracy, completeness and improvement for assigned tasks which leads to providing an excellent customer experience
• Ability to prioritize and has attention to details
• High interest in learning and champions effective teamwork
• Deadline-oriented and ability to multi-task
• Should possess excellent written and verbal communication skills
• Ability to work independently on multiple activities, showing appropriate level of prioritization and blocking issue

LSEG is committed to encouraging a diverse, equitable, an inclusive work environment, ensuring equal opportunities for all employees, regardless of their background. We offer great employee benefits to make sure everyone performs to the best of their abilities. We offer a hybrid working model.

Career Stage:

Senior Associate

Compensation Information:

LSEG is committed to offering competitive Compensation and Benefits. The anticipated annual gross base salary for this position is between zł84,200 - zł140,400. Please be aware base salary ranges may vary by geographic location. In addition to our offered base salary, this role is eligible for our Annual Bonus Plan (”bonus plan”). Target Bonus % will be commensurate with role level and posted career stage. Individual salary will be reflective of job-related knowledge, skills and equivalent experience.

Benefits Information:

LSEG roles (excluding internships) are typically eligible for inclusion in our LSEG Benefits program. To view the benefits available for the role you're applying for, please click here

. This document provides a list of benefits by country. Simply click on the country where the role is based to view the relevant details. If you have specific questions or would like further details, these can be discussed during your interview.