Order Management Analyst at Vertafore

| Greater Denver Area
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As an Order Management Analyst, you will report to the Manager of Order Management. This position requires strong attention to detail and will be responsible for providing support in the Quote-to-Cash processes, as well as guidance to the Order Management Team. This position will aid in the audit and reconciliation of team processes and work to enable accuracy and efficiency within the department.

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following:

· Responsible for processing and providing feedback on efficiency issues within the Quote to Cash process

· Responsible for timely processing of all Customer orders through the entire sales order lifecycle utilizing Salesforce, CPQ, and NetSuite

· Responsible for enforcing internal monthly timelines and processes to ensure an accurate and timely month-end close

· Responsible for aiding in the enforcement of Invoicing process guidelines, policies, and Corporate control standards

· Provides quality assurance and control checks by verifying compliance in system and audit standards

· Responsible for resolving quote/order issues with Sales, Professional Services, Enterprise Applications, Finance & Accounting, and Legal

· Provides feedback as required in order to determine root cause of any Order Operations issues

· Provides training to Order Operations Team as required

Knowledge, Skills and Abilities:

· Sound judgment, problem solving, and decision-making skills

· Ability to successfully manage multiple time-sensitive projects simultaneously

· Demonstrated proficiency in technical writing and composition

· Prior experience in Sales Order workflow

· Strong MS Office skills with Intermediate level MS Excel skills

· Proven analytical and critical thinking skills

· Proven attention to detail with a high level of accuracy when executing quoting and ordering duties

· Proven history of sound judgment in the execution of duties and escalations

· Proven history of providing documentation and training on processes

· Ability to identify risk and quality discrepancies, and can provide resolution recommendations to Manager

· Expert in Systems and Process knowledge

· Self-driven, ability to get work done independently with minimal supervision

· Ability to work effectively with, and obtain cooperation from other employees, departments/functions, as well as outside parties

· Ability to work in a fast-paced environment where changes or exceptions to procedures are common

Qualifications:

· 2 years Order Management /Order Entry experience in a Software distribution environment

· 2 years of data entry experience in a Customer Relationship Management system (i.e. Salesforce.com, MS Dynamics CRM, etc.)

· NetSuite Experience (Strongly Preferred)


Additional Requirements and Details:

· Travel required up to 10% of the time.

· Ability to work remotely with a stable internet connection on an as-needed basis

· Located and working from an office location (when required)*

· Occasional lifting and/or moving up to 10 pounds.

· Frequent repetitive hand and arm movements required to operate a computer.

· Specific vision abilities required by this job include close vision (working on a computer, etc.).

· Frequent sitting and/or standing.

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • MySQLDatabases
    • OracleDatabases

Location

Great location in the heart of downtown Denver just a block away from the RTD lightrail.

What are Vertafore Perks + Benefits

Culture
Volunteer in local community
Vertafore offers employees 1 paid day to volunteer at the non-profit of their choice.
Friends outside of work
Eat lunch together
Intracompany committees
Vertafore offers opportunities to join several committees, including Women of Vertafore, LGBTQ+, etc.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Vertafore employees can contribute up to $2750 annually to their FSA.
Disability Insurance
Disability insurance covers 100% of annual salary for up to 90 days of disability.
Dental Benefits
Our dental plan covers $1500 of expenses per person.
Vision Benefits
The vision benefits plan covers 100% for annual eye exams with $175 for glasses or contact lenses.
Health Insurance Benefits
Vertafore offers three different health plans to meet the needs of our employees.
Life Insurance
Pet Insurance
We offer a Pet Insurance plan through Nationwide.
Wellness Programs
Onsite Gym
Team workouts
Vertafore's team fitness initiatives include in-office yoga, a partnership with Planet Fitness, and other recreational team sports.
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Vertafore provides employees with a 401(k) matching plan managed by [provider]. We match up to 50% of contributions up to 3% of an employee's annual gross pay.
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Vertafore provides up to 6 weeks of parental leave for the primary caretaker. We also provides 6 weeks of leave for the secondary caretaker.
Family Medical Leave
Adoption Assistance
We reimburse up to $2,500 for eligible adoption expenses and 6 weeks of paid leave.
Company sponsored family events
Vertafore sponsors family oriented events semi-annually.
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Vertafore hosts company outings annually.
Game Room
Stocked Kitchen
In various areas of the office, Vertafore provides weekly fresh fruit services, bagels and donuts on specified days, as well as snacks and drinks.
Some Meals Provided
We provide free breakfast on Mondays and Fridays.
Happy Hours
Recreational Clubs
Vertafore sponsors recreational clubs that include sports, board games, video games, book clubs, etc.
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $5,250.
Lunch and learns
Cross functional training encouraged
Promote from within
Online course subscriptions available

Additional Perks + Benefits

We felt like the stretch of no three day weekends from Feb - May was too long, so we added our own holiday! We celebrate Vertafore Rest and Recharge day in April, and the whole company has a long weekend.

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