Junior Order Management Specialist

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Junior Order Management Specialist role involves ensuring compliance with company policies during order processing and supporting 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