Order Processing Specialist

Fourlane; United States; A distancia; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

Fourlane is seeking an Order Operations Specialist to manage the full order life cycle across CRM, billing, and internal systems. The role emphasizes accuracy, data integrity, and collaboration with Sales, Finance, and Customer Success in a fully remote environment.

The ideal candidate has 1–3 years in order processing or related roles, strong attention to detail, and proficiency with Salesforce, Excel, and related tools.

Formación

• 1–3 years in order processing, operations, or administrative support roles.
• Exceptional attention to detail.
• Strong organizational and time management skills.
• Ability to manage multiple priorities simultaneously.
• Clear and professional communication skills.
• Accountability and ownership mindset.

Responsabilidades

• Order Lifecycle Execution: Execute end-to-end processing of all customer orders across internal systems.
• Price & Product Validation: Validate pricing, discounts, promotions, and bundled services.
• Billing Readiness & Financial Alignment: Ensure orders are structured for invoicing and tax applicability; resolve discrepancies before handoff to Finance.
• Data Integrity & System Accuracy: Maintain consistent data across CRM, ordering platforms, and billing systems.
• Cross Functional Coordination: Act as liaison between Sales, Marketing, Finance, and Customer Success; communicate order status and discrepancies.
• Issue Identification & Resolution Support: Identify order-related issues and resolve straightforward ones; escalate complex cases with context.
• Ownership & Accountability: Ensure accuracy and timeliness of all processed orders; maintain data integrity across systems.

Conocimientos

Order processing

Attention to detail

Organizational skills

Time management

Communication skills

Accountability

Herramientas

Salesforce

Excel

WooCommerce

Intuit Merchant systems

QuickBase

Slack

Microsoft Office

Avalara

Descripción del empleo

Fourlane is seeking a Order Operations Specialist to manage the full order life cycle. This role incorporates high degrees of accuracy, technical systems, and teamwork.

You will serve as a critical control point within the revenue process. While transactional in nature, the position requires strong attention to detail and accountability, as errors directly impact invoicing accuracy, revenue recognition, and client experience.

Why Work at Fourlane

At Fourlane, our success is built on two things: the results we deliver for our clients and the growth of our people. This role is more than day-to-day accounting support – it’s an opportunity to solve real business problems, design smarter systems, and help clients transform how they operate financially. We’re a people-first, fully remote company where collaboration, growth, and purpose are built into the work. At Fourlane, you’re never siloed – by role, industry, or client. You’ll collaborate with a diverse team of experts, work on meaningful projects together, and continuously expand your skills while shaping a career path that’s truly your own.

What our people are saying:

“What I love most about being at Fourlane is the sense of purpose and collaboration. Every day, I get to contribute to meaningful work with my clients while being surrounded by people who support, inspire, and challenge me to grow. It’s more than just a job, it’s a place where I feel valued.”

What our people are saying:

“Since joining Fourlane as a QuickBooks Consultant and now a QuickBooks Support Specialist, I have experienced significant professional growth and development, expanding my skill set, taking on increased responsibilities, and contributing to the success of the team and our clients.”

Key Responsibilities

• Order Lifecycle Execution: Execute the end-to-end processing of all customer orders across internal systems. Ensure that all required fields, product selections, pricing structures, and service configurations are complete and accurate prior to finalization.
• Price & Product Validation: Validate pricing, discounts, promotions, and bundled services against approved company standards. Confirm that all order components align with current product offerings and pricing structures.
• Billing Readiness & Financial Alignment: Ensure all orders are properly structured for invoicing, including subscription setup, billing cadence, payment terms, and tax applicability. Identify and resolve discrepancies before orders are handed off to Finance.
• Data Integrity & System Accuracy: Maintain consistent and accurate data across CRM, ordering platforms, and billing systems. Ensure alignment between systems to prevent downstream reconciliation issues.
• Cross Functional Coordination: Act as an operational liaison between Sales, Marketing, Finance, and Customer Success. Communicate order status, clarify discrepancies, and ensure alignment across teams.
• Issue Identification & Resolution Support: Proactively identify order-related issues and discrepancies. Resolve straightforward issues independently and elevate complex cases with clear documentation and context.
• Ownership & Accountability: Accuracy and completeness of all processed orders. Timeliness of order execution. Integrity of order data across all systems.

Additional Expectations

• Effectively manage your calendar and availability
• Order accuracy rate
• Utilize tools such as Salesforce, Microsoft Excel, WooCommerce, and Intuit Merchant systems, QuickBase, Slack, Microsoft Office Suite, Avalara or comparable tax tools

Required Skills & Experience

• 1-3 years in order processing, operations, or administrative support roles
• Exceptional attention to detail
• Strong organizational and time management skills
• Ability to manage multiple priorities simultaneously
• Clear and professional communication skills
• Accountability and ownership mindset

This is a fully remote role. However, you must reside in one of the following states: