Order Management Specialist

  • Raleigh, NC, USA
  • Full-time

Company Description

insightsoftware is a growing, dynamic computer software company that helps businesses achieve greater levels of financial intelligence across their organization with our world-class financial reporting solutions. At insightsoftware, you will learn and grow in a fast-paced, supportive environment that will take your career to the next level. We are looking for future insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team!

Job Description

The Order Management Specialist is responsible for providing day-to-day operational support to both internal & external customers processing customer orders for software, maintenance and services; provisioning software licenses and other administrative tasks as needed

We are looking for a candidate that has superior attention to detail, loves problem-solving and is motivated by working collaboratively to improve internal systems and the customer experience as a whole.



  • Effectively communicate and work with internal sales teams, partners, and customers from across the globe to supply orders, invoices and assist them in their related needs.
  • Process invoices for software and training/consulting using Salesforce and NetSuite. Consult with management if pricing not already approved
  • Provision software licenses and fulfill orders to ensure customer has necessary information to utilize software
  • Manage accuracy of customer data and record account related activity in appropriate internal systems
  • Work with other teams in the organization to troubleshoot and resolve any Order Management issues
  • Collaborate within Order Management and with other teams to continually improve processes & procedures to improve efficiency
  • Work cross-functionally with Sales, Customer Success, Marketing and IT to streamline business processes and ensure the highest level of service for our customers.
  • Develop & maintain relationships with enabling functions (Finance, Sales, Sales Operations, IT, HR) to facilitate effective collaboration & execution of organizational objectives
  • Ad hoc requests from all levels



To perform the job successfully, an individual should demonstrate the following competencies:

  • Drive & Discipline – ability to focus and work hard to achieve the right results
  • Integrity – high ethical standards and doing the right thing even when others aren’t looking
  • Mental agility – a keen intellect and comfort with complexity; enjoy tackling new challenges and solving problems
  • Detail-orientation – be thorough and consistently deliver high quality work



Minimum qualifications:

  • Excellent analytical, critical thinking, problem-solving, interpersonal, and relationship-building skills
  • High level of attention to detail
  • Excellent communication and time management skills
  • Exceptional initiative and follow-through skills


Preferred qualifications:

  • Salesforce.com experience
  • Oracle NetSuite experience

Additional Information

All your information will be kept confidential according to EEO guidelines.

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the stated work location. **