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About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
Overview: The Order Management Specialist will be working with a team responsible for ensuring all orders, credits, cancellations and related countersignature requests are processed accurately and comply with company policies within Salesforce.com and ERP systems. This entry-level management role requires hands-on involvement in day-to-day operations, queue monitoring and employee development. A Specialist will foster a collaborative environment, support team growth and ensure alignment with organizational priorities while maintaining high standards for accuracy and compliance.
Key Responsibilities :
Manage daily order management operations, ensuring accuracy, timeliness and compliance with company policies.
Monitor and prioritize team queues, assigning tasks such as document management, credit processing, case resolution and quotes.
Act as the primary escalation point for issues that the Team cannot resolve, coordinating with cross-functional teams for quick resolution.
Conduct regular one-on-one check-ins and team meetings to identify operational challenges and provide coaching for performance improvement.
Support employee development by encouraging participation in upskilling and professional growth initiatives, including Ranger status achievements.
Ensure strict adherence to SOX compliance and other internal controls related to financial transaction processing and order accuracy.
Collaborate with Sales Operations, Finance, Legal, Customer Service and other relevant teams to resolve discrepancies or complex order matters.
Lead continuous improvement initiatives by gathering feedback, identifying gaps and implementing process enhancements to optimize team efficiency.
Foster a positive team environment that promotes retention by addressing concerns, recognizing achievements and encouraging open communication.
Adapt and manage flexible work hours to support Pacific Time Zone operations, maintaining calm and professionalism during time-sensitive situations.
Required Skills and Qualifications:
Degree or equivalent proven experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
Proven leadership ability in managing small teams, preferably in order management or related operational roles.
Experience using Salesforce.com or similar CRM systems; familiarity with ERP tools for financial transaction processing is a plus.
Strong research, problem-solving, and organizational skills with high attention to detail.
Excellent verbal and written communication skills with the ability to interact effectively across cross-functional teams.
Ability to perform under pressure while maintaining professionalism and accuracy in a fast-paced environment.
Understanding of Sarbanes-Oxley (SOX) compliance requirements and internal controls related to finance and order processing.
Flexible availability to support operations.
Strong coaching and employee development skills, with a focus on fostering growth, upskilling, and team retention.
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
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Posting Statement
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