Order Management Specialist

The Order Management Specialist is responsible for the review and processing of sales orders including verification of all required information to ensure completeness. A strong business acumen, basic accounting skills and the ability to reason through ever changing scenarios are necessities for this position. Taking initiative and the ability to anticipate problems before they happen are also essential for success in this position. The candidate must work well with a team of people who are committed to continuing the company's high growth rate and best in class service level.

Essential Functions

  • Receive and review sales orders for accuracy and completeness according to company policies across all product and order types and close/submit to fulfillment within established company SLAs
  • Work with sales teams to resolve fulfillment issues and gather required documentation needed for close
  • Deliver license information and Invoice documents to customers
  • Provide administrative support to the sales team and assist with quoting
  • Answer related order management questions from sales team, renewals team, customers, and internal stakeholders
  • Assist in collecting and setting the tax related documents for customers and resellers
  • Organize and maintain orders related documents
  • Organize and maintain the vendor payments portal information
  • Collaborate with the accounting team to meet all the company order processing requirements and lead their execution
  • Work cross-functionally with team members inside and outside the order to cash function
  • Adhere to best practices and efficiencies within the company

Additional Requirements

  • Excellent written and verbal communication skills
  • Strong organization skills and ability to multi-task in a fast-paced environment
  • Ability to work well within a team located in multiple locations
  • May be required to work additional hours at period-end closing cycles
  • Other related duties as may be assigned

Required Education and/or Experience

  • Bachelor's degree or comparable industry experience
  • Minimum 2 years of related experience in a software or technology company, or related field
  • CRM/ERP experience
  • Microsoft Office 365

Who we are:

CData Software (www.cdata.com) is a software company headquartered in Chapel Hill serving both domestic and international customers. You will experience a positive atmosphere without corporate politics where you will work closely with high-caliber people who are great at what they do. You will find a company with owners who are community-minded, serious about quality and service, and enjoy rewarding excellence. With CData Software you will enjoy opportunities to have a direct impact on the business, to grow your professional network, to learn, and to enjoy the advantages of a small company with the benefit package of a larger company.


  • Excellent health benefit package including medical and dental
  • 401k retirement plan with company match
  • Career progression based on merit, not tenure
  • Our employees work in a creative, comfortable, progressive, and fun environment

To Apply

If this position describes you, and you are seeking a fast-paced, positive, and rewarding company culture, please click on the button below to apply with your resume and cover letter:

  Apply for this position

CData Software
Tel: (919) 928-5214
101 Europa Dr. #110
Chapel Hill, NC 27517 USA