Order Review & Validation
Review customer orders submitted through CRM (Salesforce) for accuracy, completeness, pricing, and contractual alignment.
Validate product configuration, quantities, pricing, billing terms, and required approvals prior to order release.
Identify discrepancies and work with Sales and Deal Desk to resolve issues.
Order Processing & Release
Create, release, and activate orders in the ERP system (Oracle).
Ensure orders are correctly structured to support billing, revenue recognition, and fulfillment requirements.
Maintain accurate order status throughout the lifecycle.
Cross-Functional Coordination
Coordinate with Delivery, Operations, and Product teams to ensure timely order fulfillment and completion.
Partner with Finance to ensure compliance with revenue recognition, invoicing, and accounting requirements.
Act as a liaison between Sales and downstream teams to resolve order-related issues.
Compliance & Controls
Ensure orders comply with pricing policies, approval matrices, and contractual requirements.
Maintain audit-ready documentation and support internal and external audits as needed.
Process Improvement
Identify recurring issues and recommend process or system improvements to improve order accuracy and cycle time.
Support automation and standardization initiatives across CRM and ERP workflows.

3–6+ years of experience in Order Management, Sales Operations, Revenue Operations, or Finance Operations
Experience working with CRM and ERP systems (Salesforce & Oracle)
Understanding of revenue recognition concepts in SaaS, and Services business
Experience working in an Order to Cash (O2C) department with direct access to delivery/provisioning and billing
Experience supporting complex or multi-element orders
Strong attention to detail and ability to manage multiple orders simultaneously
Experience coordinating across Sales, Finance, and Operations teams

Order Management Consultant

Key skills