Sr. Order Management Specialist

Lucid Software is a leader in visual collaboration, helping teams see and build the future from idea to reality. With our products—Lucidchart, Lucidspark and Lucidscale—teams can align around a shared vision, clarify complexity, and collaborate visually, no matter where they're located. Top businesses use Lucid's products all around the world, including customers such as Google, GE, and NBC Universal. Lucid's partners include industry leaders such as Google, Atlassian, and Microsoft. 

With a fast-growing team of more than 1,000 employees, we are committed to maximizing collaboration and innovation in the workplace through our products and with our people. Lucid is a hybrid, remote-friendly workplace, providing employees the flexibility to work where they are most productive, whether that’s at home, in the office, or a combination of the two. 

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. At Lucid, we welcome diversity and are dedicated to creating an environment and culture that is respectful and inclusive for everyone.

Since the company’s founding, Lucid has received numerous global and regional recognitions for its products, business, and workplace culture. These include being named a Fortune Best Workplace in Technology and a 2022 Glassdoor Best Place to Work, inclusion on the Forbes Cloud 100, and placing #19 on G2’s Best Software Products for 2022 list.

If you’d like to confirm job application information found on other hiring websites, please contact us directly at: [email protected]

We are looking for someone to join our Order Management team. 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 order requests of varying size and complexity in our CRM and billing systems
• Ensure compliance with published sales and business approval policies
• 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
• Be an advocate and partner to internal organizations by understanding the complex needs of the sales and revenue operations organizations
• Drive process improvements to current order process to improve sales rep experience as well as reduce overall processing time
• Other duties as assigned

Requirements:

• Ability to understand and follow complex, constantly evolving processes
• High attention to detail and a drive to achieve high accuracy rates
• Strong communication and interpersonal skills; must be able to work well with sales, operations, customer success, and accounting teams
• Excellent work ethic and problem solving skills

Preferred Qualifications:

• Experience in a deal desk, accounts receivable, order management, or similar role
• Degree in Accounting, Finance, or Information Systems, or applicable experience
• Ability to synthesize and articulate company-wide impacts of new systems or business processes 
• Proven track record of working well with interdepartmental teams on long- and short-term projects
• Passion for working with internal and external customers
• Independent, highly motivated, and success driven approach to work
• Ability to manage multiple projects and meet deadlines

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