SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Lucid Software, a leader in AI-driven work acceleration with products including Lucidchart, Lucidspark, and airfocus, is seeking an Order Management Specialist to join the Deal Desk team in Salt Lake City. This role supports Lucid's sales process by working with senior management, sales representatives, and cross-functional teams to ensure smooth order processing and customer support.
You will process sales orders of varying complexity in CRM and billing systems, working directly with sales reps to handle bookings, license provisioning, and customer invoicing. You'll collaborate closely with Deal Strategy, Audit, Consolidations, Customer Success, and Accounts Receivable teams to ensure compliance with sales and business policies. Key responsibilities include reviewing and approving orders for completeness and accuracy, developing in-depth understanding of licensing models to recommend appropriate contract structures, and becoming a subject matter expert on Lucid's sales rules of engagement and business procedures across all products and systems.
You will develop knowledge of revenue recognition principles, troubleshoot CRM and billing system issues strategically, and work cross-functionally with Sales, Customer Success, Accounting, Legal, Finance, and Go To Market teams. The role emphasizes driving process improvements to enhance sales rep experience and reduce processing time, including exploring AI-based solutions. You'll serve as an advocate and partner to internal organizations, understanding the complex needs of Sales, Finance, and Go To Market functions.
Lucid is a hybrid workplace with flexibility to work remotely, from offices, or a combination depending on role and team needs. The company is ranked #13 among most-used business applications by Fortune 500 companies and serves over 100 million users globally, including Google, GE, Siemens, VW, NBC Universal, and T-Mobile.
Requirements:
- High attention to detail with drive to achieve high accuracy rates
- Ability to drive, lead, and guide complex business processes and assist with executing process improvement plans
- Positive attitude and willingness to adapt to evolving processes
- Strong communication and interpersonal skills; ability to work well with sales, operations, customer success, and accounting teams
- Passion for working cross-departmentally with internal customers and stakeholders on complex business processes and projects
- Ability to work both independently and collaboratively to achieve shared team objectives
- Innovative, highly motivated, and success-driven approach to work activities
- Excellent work ethic and problem-solving skills
- Ability to research, analyze, and synthesize customer account data from multiple systems to assess overall account status and communicate findings effectively
- Strong proficiency in Microsoft Excel or Google Sheets
Preferred Qualifications:
- 1-2 years of experience in deal desk, accounts receivable, order management, business operations, or similar role
- Bachelor's Degree in Business, Accounting, Finance, Information Systems, or similar field
- Experience working in Salesforce or other CRM systems
- Experience working in a billing, invoicing, or order management system
- Experience working with a SaaS Enterprise level Sales organization
