About the Role
Manager, Order Desk
locations
Remote, United States
time type
Full time
job requisition id
R2024-0154
Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra’s differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com.
What You’ll Do:
- Manage and supervise order desk analysis through our internal case system, addressing issues/enhancements across multiple instances of Salesforce and integrated tech stack.
- Ensure data integrity and operational hygiene are upheld across our systems.
- Act as the primary point of contact for sales, handling pricing, approvals, quoting, customer billing, troubleshooting deal issues, and escalations.
- Collaborate with cross-functional teams, including Sales, Professional Services, Finance, and Legal, to fulfill business needs and requirements in processing sales orders.
- Develop and implement best practices to optimize company data quality and processes in alignment with organizational initiatives.
- Ensure compliance with company revenue recognition and bookings policies for booking, provisioning, and deactivation of orders.
- Manage updates to contract/agreement templates stored in CRM systems.
- Provide ongoing support for training, coaching, and sales enablement efforts.
Requirements:
- Ideally 3-5 years of experience in CRM (Salesforce), Quoting administration (Salesforce CPQ), and/or Orders Processing (open to PandaDoc, Octiv, and/or Docusign)
- 1-2 years experience managing an order desk team.
- Ability to analyze and solve complex challenges with a focus on business success.
- Proficiency in Excel or Google Sheets.
- Strong sense of urgency, with the ability to meet or exceed deadlines and set priorities.