Lumivero
Orders Specialist
Finance - Remote - Full Time
Join a team making an IMPACT
Lumivero offers custom-built software solutions that allow users to leverage tools to answer the important questions they are working to decode. We bring trusted research, decision-making, and organizational tools together that enable professionals to do their work efficiently and productively and to make decisions more confidently. With a focus on transforming data, empowering real-time collaboration, and creating impactful insights, Lumivero creates a central data landscape across which our users can identify patterns and trends on which they can take decisive action.
We are looking for a Orders Specialist to join our team. In this role, you will partner with members of our Order Operations team to ensure our sales are processed completely and without error. This includes the review and processing of sales orders, and verifying that all required information is complete and accurate.
The ideal candidate for this role is an effective collaborator who possesses strong customer support and accounting experience. They will have exceptional reasoning and problem-solving skills. Taking initiative and the ability to anticipate problems before they happen are essential for success.
This role is full-time, exempt, and remote. It will report to the Manager of Order Operations.
Responsibilities
Collaboration with Sales
We are looking for a Orders Specialist to join our team. In this role, you will partner with members of our Order Operations team to ensure our sales are processed completely and without error. This includes the review and processing of sales orders, and verifying that all required information is complete and accurate.
The ideal candidate for this role is an effective collaborator who possesses strong customer support and accounting experience. They will have exceptional reasoning and problem-solving skills. Taking initiative and the ability to anticipate problems before they happen are essential for success.
This role is full-time, exempt, and remote. It will report to the Manager of Order Operations.
Responsibilities
Collaboration with Sales
- Review and book orders globally.
- Review incoming purchase orders for accuracy and completeness.
- Verify product details, calculate unit price, and apply appropriate discounts.
- Communicate with sales representatives regarding issues with quantity or price.
Customer Support
- Manage customer inquiries for sales orders via email and phone.
- Provision customer licenses and research provisioning when requested by the customer.
- Verify and enter customer and account data by reviewing, correcting, deleting, or reentering data; verify auto-entry is correct in the customer relationship manager (CRM).
Team Operations
- Participate in continuous process improvement initiatives to ensure maximum efficiency in the order entry process.
- Assist with administration duties as needed.
Required Qualifications
- Associate's degree in accounting, finance, or other related field and at least 2-3 years of accounting and/or operations experience. Can substitute a combination of relevant education and experience. Experience at a Software as a Service (SaaS) or technology company preferred.
- In-depth knowledge and hands-on experience with Salesforce and Zoura.
- Demonstrated intermediate to advanced skills and knowledge of Excel and other Microsoft Office applications.
- Strong problem-solving and data analysis skills.
- Excellent interpersonal skills and a track record of successful collaboration.
- Demonstrated drive and personal initiative.
- Detailed-oriented and able to think analytically.
- Proven ability to follow established processes and directions.
- Ability to work independently as well as in a team with minimal supervision.
Salary
- $40,000 - $55,000 annually, depending on qualifications
- This role is eligible for an annual performance bonus.
Benefits
At Lumivero, our People First core value comes to life in our comprehensive benefits package:
At Lumivero, our People First core value comes to life in our comprehensive benefits package:
- Insurance coverage from Day 1 including comprehensive medical insurance and company-paid dental, vision, disability, and group life insurance coverage.
- 100% 401(k) match up to 6% of deferrals, vested immediately with traditional and ROTH options available.
- Equity Tracking Units (ETUs) to benefit in Lumivero's success.
- Unlimited PTO, 48 hours of annual sick leave, and 11 company holidays to rest and recharge.
- Generous family leave policies.
- Annual tech stipend to get what you need to do your best work.
- Flexible, remote first work environment and a diverse, global team.
- Opportunities for career advancement as Lumivero grows.
Creating insights is the core of everything we do.
At Lumivero, our mission is to enable customers to organize, analyze and report on data to gain compelling new insights that spark action. Lumivero leverages the combined capabilities of leading data software solution providers, QSR International, Palisade, Tevera and Addinsoft, to empower customers in business and academia to make an impact like never before.
Lumivero team members are operating across five continents in a remote-first work environment. This global commitment helps us to continuing to keep our users our top priority, and positions us to provide better experiences, better support, and better products with global impact.
