Junior Order Management Specialist

About the position As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Junior Order Management Specialist Location: Jacksonville or San Francisco | Hybrid Get To Know Us: For more than 35 years, SS&C has developed the technology and services to power our clients’ success. With industry-specific solutions from the alternatives space to healthcare to wealth management, SS&C is leading the way toward the future. Why You Will Love It Here! Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: 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. What You Will Bring: 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. Technical Skills: Extensive knowledge of Excel, MS Outlook, Word, PowerPoint, and other MS Office applications. Preferred understanding of Salesforce and Oracle. Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers. #LI-JP1 #CA-JP Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. California: Salary range for the position: $65,000 USD to $72,000 USD. As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

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.

Requirements

• 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.

Nice-to-haves

• Preferred understanding of Salesforce and Oracle.

Benefits

• Hybrid Work Model and Business Casual Dress Code, including jeans
• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical, Dental, Vision
• Employee Assistance Program
• Parental Leave
• Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Hands-On, Team-Customized Training, including SS&C University
• Discounts on fitness clubs, travel and more!
• health, dental, 401k plan, tuition and professional development reimbursement plan

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