Order Management Specialist

Vertafore is a leading technology company whose innovative software solution are advancing the insurance industry. Our suite of products provides solutions to our customers that help them better manage their business, boost their productivity and efficiencies, and lower costs while strengthening relationships.
Our mission is to move InsurTech forward by putting people at the heart of the industry. We are leading the way with product innovation, technology partnerships, and focusing on customer success.
Our fast-paced and collaborative environment inspires us to create, think, and challenge each other in ways that make our solutions and our teams better.
We are headquartered in Denver, Colorado, with offices across the U.S., Canada, and India.
As an Order Management Specialist, you will report to the Manager of Order Management. This position requires strong attention to detail and will enable accuracy and efficiency within the department. This position will either be responsible for reviewing and approving sales facing orders or reducing and cancelling customer billing along with processing various billing cases. The work the Order Management Specialist does has a huge impact on revenue based on various activities processed through billing cases.
Core Requirements and Responsibilities:
Essential job functions included but are not limited to the following:

• Responsible for processing customer facing orders within the Quote to Cash processes while utilizing Salesforce, CPQ, and NetSuite
• Assist the A/R and the Customer Success/Support team with discovering the cause of a billing discrepancy and advice on the operational fix
• Analyzing and process billing cases
• Assist Sales and Sales Operations by reviewing and ensuring the completeness of signed sales quotes
• Responsible for aiding in the enforcement of contract terms, Invoicing process guidelines, policies, and corporate control standards
• Provides quality assurance and control checks by verifying compliance in system and audit standards
• Assist and provide testing on process updates and implementation
• Help with cross training new additions to the team
• Maintain and update process documents
• Completes other duties as assigned by supervisor

Knowledge, Skills and Abilities: • Sound judgment, problem solving, and decision-making skills• Ability to successfully manage multiple time-sensitive projects simultaneously• Demonstrated proficiency in technical writing and composition• Strong MS Office skills with Intermediate level MS Excel skills• Proven analytical and critical thinking skills• Proven attention to detail with a high level of accuracy when executing quoting and ordering duties• Self-driven, ability to get work done independently with minimal supervision• Ability to work effectively with, and obtain cooperation from other employees, departments/functions, as well as outside parties• Ability to work in a fast-paced environment where changes or exceptions to procedures are common
Requirements:
- 1-2 years in a similar role preferred
Additional Requirements and Details:• Travel required up to 10% of the time.• Ability to work remotely with a stable internet connection on an as-needed basis• Located and working from an office location (when required) *• Occasional lifting and/or moving up to 10 pounds.• Frequent repetitive hand and arm movements required to operate a computer.• Specific vision abilities required by this job include close vision (working on a computer, etc.).• Frequent sitting and/or standing.
#LI-Hybrid
THE VERTAFORE STORY
Over the past 50 years, Vertafore has advanced the entire insurance distribution channel with the best software solutions in the industry. Today, we're proud to say hundreds of thousands of Vertafore users rely on our solutions to write business faster, reduce costs, and fuel growth by increasing collaboration and streamlining processes. Vertafore leads the industry with secure, cloud-based mobile products that provide superior reporting and analytics, delivering actionable insight- right when customers need it most. We partner with other leading technology companies to deliver comprehensive solutions to improve the way our customers do business and serve their customers.
The Vertafore Way
Insurance is about relationships, and technology should make those relationships stronger. That's why, at Vertafore, it's our mission to transform the way the industry operates by putting people at the heart of insurance technology. By focusing on our customers, becoming better every day, and delivering results you can see, we provide the level of trust and security that insurance is all about.• Bias to Action: We're united by an innate drive to take action and make a difference in the technology and insurance spaces.• Win Together: We work together as one team, showing empathy and respect along the way.• Show Up Curious: We work to challenge one another to push boundaries and think beyond the box.• Say It, Do It: We honor every one of our commitments because integrity is important to us.• Customer Success is Our Success: We cultivate authentic relationships and follow up by actively listening to their needs.• We Love Insurance: We appreciate the impact insurance has on the world.
Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!
Vertafore is a drug free workplace and conducts preemployment drug and background screenings .
The selected candidate must be legally authorized to work in the United States.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.
Vertafore is a Flexible First working environment which allows team members to work from home as often as you'd like, while using our offices as a place for collaboration, community, and teambuilding. There are times you may be asked to come into an office and/or travel for specific meetings for a specific business purpose and this varies by job responsibilities.
Why Vertafore is the place for you: *Canada Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

Why Vertafore is the place for you: *US Only

• The opportunity to work in a space where modern technology meets a stable and vital industry
• We have a Flexible First work environment! Our North America team members use our offices for collaboration, community and team-building, with members asked to sometimes come into an office and/or travel depending on job responsibilities. Other times, our teams work from home or a similar environment.
• Medical, vision & dental plans
  • PPO & high-deductible options
• Health Savings Account & Flexible Spending Accounts Options:
  • Health Care FSA
  • Dental & Vision FSA
  • Dependent Care FSA
  • Commuter FSA
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plain & Employer Match
• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental Leave & Adoption Assistance
• Employee Assistance Program (EAP)
• Education & Legal Assistance
• Additional programs - Tuition Reimbursement, Employee Referral, Internal Recognition, and Wellness
• Commuter Benefits (Denver)

The selected candidate must be legally authorized to work in the United States.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.
The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.
The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance. Eligibility is determined by several factors including: start date, good standing in the company, and actives status at time of payout.
Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs. Salespeople receive their formal compensation plan within 30 days of hire.
Vertafore is a drug free workplace and conducts preemployment drug and background screenings.
We do not accept resumes from agencies, headhunters or other suppliers who have not signed a formal agreement with us.
We want to make sure our recruiting process is accessible for everyone. if you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected]
Just a note, this contact information is for accommodation requests only.