Junior Order Management Specialist

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Junior Order Management Specialist to ensure compliance with company policies in deal structuring, validate sales agreements, and support the sales organization with contract-related requests.

Responsibilities

• Ensure all deals are structured to comply with company policies and processes
• Validate sales agreements, including copy number, account name, licensing policy, offering consistency, pricing validation, date consistency for proration and renewals, and plug-in language
• Flag non-standard customers and deals for Finance, Credit, Renewals, Accounts Receivable, and Renewal Operations to lay the foundation for successful future billing and renewal events
• Review all aspects of deals, including pricing, quoting support, contract reviews, and non-standard terms, to ensure compliance with company policies
• Collaborate efficiently across multiple departments, including Sales, Legal, Finance, IT, and Renewals
• Support the sales organization with new sales contracts and contract-related requests
• Serve as the main point of contact for the Finance team regarding order processing and contract execution
• Ensure all customer agreements are signed by the appropriate individuals in Finance and comply with the company's signature policies
• Develop, maintain, and automate order approval workflows
• Identify areas where the team can add value, increase transparency, and improve processes to support the Sales and Finance teams
• Manage processes to analyze and reduce error rates, improving best practices and resulting in higher client satisfaction
• Ensure timely execution of contract signatures and fulfillment of software orders to comply with revenue recognition guidelines, including working extended hours during quarter-end periods four times a year

Skills

• Bachelor's degree (BA/BS) from a four-year college or university, or an equivalent combination of education and experience
• Strong organizational skills and high attention to detail
• Self-motivated and results driven
• Excellent communication skills
• Extensive knowledge of Excel, MS Outlook, Word, PowerPoint, and other MS Office applications
• Preferred understanding of Salesforce and Oracle

Benefits

• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical
• Dental
• Vision
• Employee Assistance Program
• Parental Leave
• Discounts on fitness clubs, travel and more!

Company Overview

Company H1B Sponsorship