Specialist, Order Management - Americas

AVEVA; Calgary; On-site; CAD 55,000 - 75,000; Full time

Job summary

AVEVA is seeking an Order Management Specialist to act as a liaison across Sales, Legal, Finance, and Operations. You will process orders in ERP, validate opportunities in Salesforce, and oversee timely invoicing and revenue recognition while ensuring accurate documentation in SharePoint.

The role requires a degree in Accounting/Administration/Economics (or 2 years of relevant Order Management experience), strong communication, and the ability to manage multiple tasks in a fast-paced

Qualifications

• Bachelor's degree in Accounting, Administration, or Economics.
• 2 years of Order Management experience acceptable in lieu of a degree.
• Excellent interpersonal skills and clear communication.
• Motivated self-starter with order processing experience.
• Ability to work in a fast-paced environment.
• Detail-oriented with ability to manage multiple tasks.
• Strong analytical, troubleshooting, and problem-solving abilities.
• Proficient with ERP and CRM systems like Oracle and Salesforce.
• Bilingual a plus.

Responsibilities

• Review booking requirements with sales/legal/contracts when needed.
• Validate orders and opportunities in Salesforce to ensure ARR and commissions.
• Enter orders in the ERP and ensure proper setup for invoicing and revenue recognition.
• Support invoicing by ensuring timely generation and sending invoices.
• Submit fulfilment requests and share key information with teams.
• Coordinate order booking activities with cross-functional teams and regional offices.
• File documentation and approvals in SharePoint.
• Upkeep the Unbilled Report and follow up on cases.
• Support internal and external audit requirements.
• Assist other groups with new customer accounts.
• Perform other duties as assigned.

Skills

Order processing

Attention to detail

Analytical thinking

Communication

Multitasking

Problem solving

Excel

ERP systems

CRM systems

Bilingual

Education

Bachelor's degree in Accounting

Bachelor's degree in Administration

Bachelor's degree in Economics

Tools

Oracle

Salesforce

Microsoft Office

Job description

AVEVA is a global leader in industrial software. Our cutting-edge solutions are used by thousands of enterprises to deliver the essentials of life – such as energy, infrastructure, chemicals and minerals – safely, efficiently and more sustainably.

We’re the first software business in the world to have our sustainability targets validated by the SBTi, and we’ve been recognized for the transparency and ambition of our commitment to diversity, equity, and inclusion. We’ve also recently been named as one of the world’s most innovative companies.

Find out more at AVEVA Careers.

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The Order Management Specialist serves as liaison between all the parties involved in the booking process. This person will be responsible for the Order to Invoice processes which includes timely sales order processing in ERP system, data validation in Salesforce, requesting delivery for licenses/software and invoicing. It is also expected for this person to follow up with sales on missing purchase orders, assist our AR team with collections as needed, properly upkeep documents and logs shared in our SharePoint and answer audit requests. Other issues may arise and this person will work with the different groups (Client, Sales, Legal, Finance, Operations) on resolution.

Job Responsibilities:

• Review booking requirements for new orders and engage with sales/legal/contracts teams when needed.
• Validate the orders and opportunities in Salesforce in a timely manner to ensure proper ARR is captured, and Commissions are paid out timely.
• Enter orders in the ERP and ensure order is properly setup so that invoicing events and revenue recognition are accurately captured.
• Support the Invoicing Specialist on the invoicing process for orders that were handled by you so that invoices are raised and sent the customer on time.
• Submit the fulfilment requests and relay any key information to the proper teams, ensuring contract clauses are adhered and that there are no delays in this activities.
• Coordinate order booking activities with cross-functional teams and regional offices.
• File documentation, approvals, PODs and other relevant information in SharePoint to facilitate future searches.
• Upkeep the Unbilled Report with accurate and up to date data and continue to follow up on cases on said report that are listed under your purview.
• Support internal and external audit requirements and ensure compliance.
• Support other groups with new customers accounts when needed.
• Performs other duties as assigned.

Qualification:

• Bachelor's degree in Accounting OR Administration OR Economics from an accredited institution, will consider 2 years of experience in Order Management in lieu of a degree.
• Excellent interpersonal skills demonstrated through written and verbal communication.
• Highly motivated self-starter with experience in order processing.
• Ability to work in a fast-paced environment.
• Detail-oriented with the aptitude to manage multiple tasks.
• Strong analytical, troubleshooting, and problem-solving abilities
• Proficient in use of Microsoft Office products (Outlook, Word, Excel)
• Experience with ERP and CRM Systems; Oracle and Salesforce knowledge a plus.
• Bilingual a plus.

AVEVA requires all successful applicants to undergo and pass a comprehensive background check before they start employment. Background checks will be conducted in accordance with local laws and may, subject to those laws, include proof of educational attainment, employment history verification, proof of work authorization, criminal records, identity verification, credit check. Certain positions dealing with sensitive and/or third party personal data may involve additional background check criteria.

AVEVA is an Equal Opportunity Employer. We are committed to being an exemplary employer with an inclusive culture, developing a workplace environment where all our employees are treated with dignity and respect. We value diversity and the expertise that people from different backgrounds bring to our business.

Come and join AVEVA to create the transformative technology that enables our customers to engineer a better world.