Order and Invoicing Specialist at Vertafore

| Greater Denver Area
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The Order Management Representative is responsible for creating and updating Vertafore Customer master information in conjunction with supporting Customer quote generation, as well as processing orders in Order Management, Service Contracts, and Subscriptions.

Job Responsibilities:

  • Responsible for providing sales quoting support and follow up to Vertafore Sales Teams
  • Responsible for timely processing of all Customer orders through the entire sales order lifecycle utilizing Salesforce.com, Oracle EBS Order Management, Service Contracts, and Subscriptions tools
  • Responsible for establishing new accounts in the Oracle Customer Master, and updating Customer account information as required
  • Responsible for enforcing internal Order Entry process guidelines and Corporate control standards
  • Provides quality assurance and control checks by verifying pricing and compliance to contractual terms
  • Responsible for resolving quote/order issues with Sales, Professional Services, Finance & Accounting, and Legal
  • Completes other duties as appropriate and assigned by supervisor.


General Business:
  • Expertise in Customer Service and Sales Order workflow
  • Expertise in Vertafore Products and Services
  • Proven history of sound judgment in the execution of duties and escalations 

Job Requirements:

  • Excellent verbal, written, and phone communication skills
  • Strong MS Office skills. Intermediate level MS excel skills.
  • Expertise in ERP system utilization in an Order Management environment
  • Expertise in CRM system utilization in an Order Management environment
  • Proven analytical and critical thinking skills
  • Proven attention to detail with a high level of accuracy when executing quoting and ordering duties
  • Regular and predictable attendance is an essential function of the job

Risk and Quality Management:
  • Ability to identify risk and quality discrepancies, and can provide resolution recommendations to Manager
  • Expert in Systems and Process knowledge

Being Accountable:

Takes initiative and capitalizes on opportunities. Demonstrates persistence in delivering own results, while being focused on the highest priorities. Takes ownership for his/her own work and actions while holding others to the same standards.

Drive Change and Improvements:

Demonstrates readiness for change and leads others through change. Demonstrates openness to new ideas. Proactively responds to issues and new situations.

Focusing on Customers:

Understands the customer perspective (internal/external) and makes decisions in the best interest of the customer. Sets and manages expectations to be a credible partner, effectively balancing the demands of multiple stakeholders while consistently meeting customer needs.

Partnering and Integrating:

Works effectively to collaborate within team and partner across other teams on related goals. Proactively seeks opportunities to partner and integrate work with other groups/teams to achieve shared goals.


· 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

· Must enjoy problem solving

· Must be able to adhere to production schedules and timelines

· Consistently exercises good judgment

· Order Management /Order Entry experience in a Software distribution environment preferred.

· Data entry experience with Enterprise Resource Planning (ERP) systems (i.e. Oracle, SAP, GreatPlains, etc.) preferred.

· Data entry experience in a Customer Relationship Management system (i.e. Salesforce.com, MS Dynamics CRM, etc.) preferred.

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Technology we use

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


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

What are Vertafore Perks + Benefits

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
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.
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) 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.
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.
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
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