Order Management Specialist

Lucid; Salt Lake City (UT); On-site; USD 60,000 - 90,000; Full time

Job summary

Lucid Software is seeking a detail-oriented Deal Desk professional to join the Order Management team. You will process orders, ensure accuracy of bookings and invoicing, and become the expert on Lucid’s sales policies and revenue mechanics.

Collaborating with Sales, Customer Success, Accounting, Legal, Finance, and GTM, you will drive process improvements and ensure adherence to published policies. A strong background in CRM systems, billing processes, and Excel is essential.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance, Information Systems, or a related field.
• Experience with deal desks, order management, or accounts receivable is a plus.
• Strong proficiency with spreadsheets and data analysis.

Responsibilities

• Process sales orders of varying size and complexity in CRM and billing systems.
• Collaborate with Deal Strategy, Audit, Customer Success, and A/R teams to ensure policy compliance.
• Review and approve orders for bookings, license provisioning, and invoicing.
• Understand licensing models and advise on contract structures.
• Develop knowledge of revenue recognition principles.
• Become a subject matter expert on Lucid’s sales rules, policies, and procedures.
• Troubleshoot CRM/billing systems to implement short- and long-term solutions.
• Work cross-functionally with Sales, Customer Success, Accounting, Legal, Finance, and GTM.
• Act as a partner to internal organizations and drive process improvements, including AI-based solutions.

Skills

Attention to detail

Cross-functional collaboration

Strong communication

Excel/Google Sheets

Problem solving

Education

Bachelor’s degree in Business

Tools

Salesforce

CRM systems

Billing systems

Job description

Lucid Software is the leader in AI-driven work acceleration, helping teams see and build the future by turning ideas into reality. Its products include the Lucid Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. The Lucid Visual Collaboration Suite, combined with powerful accelerators for cloud and process transformation, empowers organizations to streamline work, foster alignment, and drive business transformation at scale. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone.

Lucid Software is ranked #13 on the list of most used business applications among Fortune 500 businesses, and some of the world's largest organizations, such as Google, GE, Siemens, VW, NBC Universal, JLR and T-Mobile, rely on Lucid's solutions to accelerate critical business workflows across product design, process planning, team and infrastructure visualisation. The company boasts more than 100 million users. Despite already having such a dominant position in the market, Lucid is continuing to grow at pace and is acquiring hundreds of thousands of new users each month.

We are looking for someone to join our Deal Desk team as part of Order Management. As part of this team, you will work with senior management to ensure that both customers and sales representatives are supported through Lucid’s sales process. We encourage you to apply for this role if you have a passion for Lucid’s technology and a desire to work in a role that is continuously evolving as our organization grows.

Responsibilities

• Work directly with sales reps to process sales orders of varying size and complexity in our CRM and billing systems
• Work closely with the Deal Strategy, Audit, Consolidations, Customer Success, and Accounts Receivable teams to ensure compliance with published sales and business policies and procedures
• Review and approve orders to ensure completeness and accuracy of bookings, license provisioning, and customer invoicing
• Develop an in-depth understanding of licensing models and recommend contract structures based on client use cases
• Develop and demonstrate basic knowledge of revenue recognition principles
• Become a subject matter expert for Lucid’s sales rules of engagement, business policies, and business procedures across all products, systems, and departments
• Develops an in-depth understanding of CRM and billing systems in order to strategically troubleshoot problems to address both short- and long-term solutions
• Work cross-functionally with all departments, including Sales, Customer Success, Accounting, Legal, Finance, and Go To Market
• Be an advocate and partner to internal organizations by understanding the complex needs of the Sales, Finance, and Go To Market organizations
• Drive process improvements to current business systems, processes, and procedures to improve sales rep experience as well as reduce overall processing time, including AI based solutions
• Other duties as assigned

Requirements

• High attention to detail and a drive to achieve high accuracy rates
• Ability to drive, lead, and guide complex business processes and assist with executing process improvement plans
• Positive attitude and willingness to adapt to evolving processes
• Strong communication and interpersonal skills; must be able to work well with sales, operations, customer success, and accounting teams
• Passion for working cross-departmentally with internal customers and stakeholders on complex business processes and projects
• Ability to work both independently and collaboratively to achieve shared team objectives
• Innovative, highly motivated, and success driven approach to work activities
• Excellent work ethic and problem solving skills
• Ability to research, analyze, and synthesize customer account data from multiple systems to assess overall account status and communicate findings effectively
• Strong proficiency in Microsoft Excel or Google Sheets

Preferred Qualifications

• 1-2 years experience in deal desk, accounts receivable, order management, business operations, or similar role
• Bachelor’s Degree in Business, Accounting, Finance, Information Systems, or similar field
• Experience working in Salesforce or other CRM systems
• Experience working in a billing, invoicing, or order management system
• Experience working with a SaaS Enterprise level Sales organization

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