Edtech.com's Summary

Relias LLC is hiring an Order Management Specialist. The specialist will manage the accurate translation of sales orders from Salesforce into the Intacct ERP system for billing and revenue recognition, routinely collaborating with multiple internal teams to maintain data accuracy and support escalated accounts.

Highlights

Approve B2B sales opportunities and ensure contract and quote alignment in Salesforce.
Convert approved orders to invoices and establish revenue schedules in Intacct ERP.
Process inter-term opportunities, ISRs, credit/rebills, and B2C invoices as required.
Support Accounts Receivable, Sales, Account Management, Legal, Accounting, and Support departments.
Bachelor's degree preferred in Accounting or Finance.
Proficiency in Salesforce and enterprise ERP systems such as Intacct or Netsuite is ideal.
Strong skills in time-management, adaptability, data literacy, and communication.
Relias offers comprehensive benefits including healthcare, 401k match, flexible PTO, and parental leave.
Hybrid work environment with periodic office attendance required in Morrisville, NC.
Company serves over 11,000 health and human service organizations with a focus on improving clinical and financial outcomes.

Order Management Specialist Full Description

Order Management Specialist

Are you looking for a high energy, strategic, and fast-paced position as a Order Management Specialist? Join Relias, the company changing lives throughout the world by helping healthcare organizations improve their clinical and financial outcomes!
For 11,000+ health care and human service organizations, Relias helps clients deliver better clinical and financial outcomes by elevating the performance of teams. We help organizations across the continuum of care get better at maintaining compliance, developing staff and promoting consistent, high-quality care. Our platform employs assessments to reveal specific gaps in skills and addresses them with personalized and engaging learning, choosing from 7,000+ online courses that meet accrediting board, state and federal requirements. We are passionate about our products and our clients; what we deliver and the impact we have on the world is truly something you can be proud to represent. Join us and make a difference.

WHAT CAN RELIAS OFFER YOU?

Fantastic health and wellness benefits package, including an outstanding 401k match, a flexible PTO program, and a generous and inclusive parental leave policy. Additionally, Relias pays for the employee portion of the monthly healthcare premium!
Flexible work environment with onsite and work from home options – you choose when you want to come into the office!
Active Employee Resource Groups open to all employees!
Comprehensive onboarding program – a great introduction to our company, customers and culture!
Growth and career advancement opportunities!
- 20%+ annual employee promotion and transfer rate
- Multiple development program options – leadership development, professional development curriculums, and Nanodegree options in both technology and data science
- Professional development gained from conference attendance and participation in organizations like NC Tech
- Onsite 321 Coffee Shop providing free coffee and pastries to employees

An Order Management Specialist plays a critical role in translating Relias’ sales from Salesforce and other avenues into our Intacct ERP system for billing and revenue recognition. This role regularly interacts with numerous internal departments to ensure accuracy and transparency.

WHAT YOU’LL BE DOING:
• Provide the first level or second level of approval of B2B opportunities (new sales, add-ons, renewals, migrations, and decommissions) in Salesforce to ensure all relevant financial terms on the contract match the information in the quote
• Convert approved orders to invoices and set up revenue schedules in Intacct
• Process inter-term opportunities in Salesforce to ensure accurate service contract data and billing for the next year of contract
• Process ISRs and credit/rebills as assigned
• Invoice B2C orders that require invoicing (Academy and zNode)
• Prepare and upload inter-term invoice upload files
• Provide additional support to Accounts Receivable, Sales, Account Management, Legal, Accounting, and Support as necessary for escalated accounts
• Other duties as assigned

YOU HAVE WHAT IT TAKES IF YOU HAVE:

Bachelor's degree (preferably in Accounting or Finance)
Time-Management - the ability to effectively plan, prioritize, and allocate time to tasks, activities, and responsibilities optimizing productivity, and meeting and balancing competing demands in an efficient manner
Adaptability – ability to adjust, change, or modify their approach, mindset, or behavior in response to new circumstances, challenges, or changing environments
Data-Literacy – ability to read, write and communicate data in context, including an understanding of data sources and constructs, analytical methods and techniques, and the ability to describe the use case, application and resulting value
Communication - encompasses the skills and abilities necessary to effectively convey and exchange information, ideas, and feelings between individuals or groups using various verbal and non-verbal methods to deliver messages clearly, accurately, and appropriately, while also actively listening and understanding the messages received

IT WOULD BE IDEAL IF YOU HAVE:
• Exposure to an Enterprise ERP system (e.g. Intacct, Netsuite)

Relias is an Equal Opportunity Employer and a Drug-Free workplace

IN OFFICE REQUIREMENT:
Relias values collaboration and wants to ensure that our team members have opportunities to work with their teams regularly for professional development opportunities. Our flexible hybrid work environment requires that you live in the state of North Carolina, within a commutable distance to our office (~1-hour commute). You would be expected to work in our Morrisville, NC Headquarters approximately 30 days/quarter.

Company: Relias LLC
Country: United States of America
State/Region: North Carolina
City: Morrisville
Postal Code: 27560
Job ID: 285486

Original Job Description

Order Management Specialist

Fantastic health and wellness benefits package, including an outstanding 401k match, a flexible PTO program, and a generous and inclusive parental leave policy. Additionally, Relias pays for the employee portion of the monthly healthcare premium!
Flexible work environment with onsite and work from home options – you choose when you want to come into the office!
Active Employee Resource Groups open to all employees!
Comprehensive onboarding program – a great introduction to our company, customers and culture!
Growth and career advancement opportunities!
- 20%+ annual employee promotion and transfer rate
- Multiple development program options – leadership development, professional development curriculums, and Nanodegree options in both technology and data science
- Professional development gained from conference attendance and participation in organizations like NC Tech
- Onsite 321 Coffee Shop providing free coffee and pastries to employees

Bachelor's degree (preferably in Accounting or Finance)
Time-Management - the ability to effectively plan, prioritize, and allocate time to tasks, activities, and responsibilities optimizing productivity, and meeting and balancing competing demands in an efficient manner
Adaptability – ability to adjust, change, or modify their approach, mindset, or behavior in response to new circumstances, challenges, or changing environments
Data-Literacy – ability to read, write and communicate data in context, including an understanding of data sources and constructs, analytical methods and techniques, and the ability to describe the use case, application and resulting value
Communication - encompasses the skills and abilities necessary to effectively convey and exchange information, ideas, and feelings between individuals or groups using various verbal and non-verbal methods to deliver messages clearly, accurately, and appropriately, while also actively listening and understanding the messages received

IT WOULD BE IDEAL IF YOU HAVE:
• Exposure to an Enterprise ERP system (e.g. Intacct, Netsuite)

Let me find your next job.

Thanks - you're signed up.

Order Management Specialist

Edtech.com's Summary

Order Management Specialist Full Description

Account Exec - Small Accounts (WI, MI)

CTE Regional Specialist, California

Account Executive - Small Accounts

Account Executive – Inside: Private and Charter Schools (Midwest)

Solutions Engineer, Corporate Sales