Order Management Specialist

Asymmetric Capital Partners; United States; Presencial; USD 25.000 - 39.000; Jornada completa

Descripción de la vacante

AppDirect is seeking an organized administrator to support daily order entry and operations. You will log requests, manage quotes, and ensure documentation is complete, accurate, and compliant across multiple teams. This role offers a fast-paced environment with clear SLAs and KPI targets.

You will use CRM and ticketing systems, communicate via email, chat, and phone, and provide data-driven updates. The ideal candidate prioritizes accuracy, reliability, and teamwork, and is comfortable

Formación

• Strong interest in a career in order management, operations, or administrative support.
• Excellent data accuracy across multiple systems and platforms.
• Proficient in CRM and ticketing systems with real-time record maintenance.
• Excellent written and verbal communication across channels.
• Ability to meet defined SLAs and KPIs with high quality and compliance.
• Dependable team player with ability to perform repetitive tasks with precision.
• Comfort working cross-functionally with teams such as Commissions, Channel, and Operations.
• Strong troubleshooting and problem-solving skills for order-related issues.

Responsabilidades

• Log daily order entries accurately and on time.
• Use ticketing system to manage incoming order requests, quotes, and communications.
• Process standard quotes and administrative documentation for stakeholders.
• Validate order packages for accuracy, legibility, completeness, and proper authorization.
• Submit orders to providers and confirm successful acceptance.
• Communicate across email, chat, AppDirect Office, and phone.
• Maintain real-time CRM and ticketing updates through the lifecycle.
• Uphold compliance standards and complete all required training.
• Follow established protocols to report data discrepancies or order issues to senior staff.
• Troubleshoot and resolve order issues to ensure successful processing.
• Input and verify order data against standard reports to ensure basic alignment.
• Assist with building, mapping, and maintaining order tracking and reporting dashboards.
• Guide advisors through carrier portals, forms, and submission processes.
• Provide light post-activation assistance to ensure a smooth customer experience.
• Support cross-functional teams with general data entry or other operational needs.

Conocimientos

Order management

Data accuracy

CRM proficiency

Communication skills

SLA/KPIs compliance

Team player

Cross-functional collaboration

Troubleshooting

Descripción del empleo

AppDirect is seeking an organized administrator to support daily order entry and operations. You will log requests, manage quotes, and ensure documentation is complete, accurate, and compliant across multiple teams. This role offers a fast-paced environment with clear SLAs and KPI targets.

You will use CRM and ticketing systems, communicate via email, chat, and phone, and provide data-driven updates. The ideal candidate prioritizes accuracy, reliability, and teamwork, and is comfortable