Order Management Specialist at Articulate

• Support pre-sales and post-sales activities between Sales, Customer Success, and Finance for all quote-to-order functions, including orders, payments, delivery, upgrades, change requests, returns, refunds, order status inquiries, renewals, and discrepancy resolution • Be the Order Management Specialist on the Customer Care team, acting as a stakeholder in regards to orders, refunds, renewals, order status updates, all while interacting with customers via phone and email • Facilitate the supplier registration, purchase order setup, and profile management necessary to do business with Articulate • Collaborate and communicate effectively with essential parties to drive efficient and accurate order processing, reporting, subscription renewals, and revenue recognition • Support Sales and Success team efforts in recognizing new leads and upsell opportunities while helping to encourage customer retention • Partner with Finance to ensure supplier portal registration and order integrity to drive accurate billings and collections • Advocate for customers’ needs by adapting complex processes, while also understanding downstream impacts • Field incoming calls, chats, and email requests • Record customer communications and activities accurately and thoroughly in various internal systems, including Salesforce, Slack, and email • Contribute to ongoing process and workflow improvements.

Order Management Specialist

Responsibilities

Skills wanted:

Language(s) required:

Megan Cleveland Niedenthal

Manuela Vargas Jaramillo Verified

About Articulate:

mission:

www.articulate.com/

Admin access needed