Demo

Order Management Specialist

JWC Environmental
Santa Ana, CA Full Time
POSTED ON 9/3/2025 CLOSED ON 9/21/2025

What are the responsibilities and job description for the Order Management Specialist position at JWC Environmental?

Position Summary:

Receive, reviews and processes all new product orders accurately and timely, including but not limited to confirming contact and billing information and Purchase Order and Letters of Intent terms and conditions, full order process entry into ERP, change order process, commission worksheet verification, sales order scope validation, US content calculation and verification when required, managing the Avalara Sales Tax software and ERP interface, shipping transaction in ERP as a backup, pre-verification of ERP invoicing and invoicing.

Principle Duties and Responsibilities:

· Review of inbound purchase orders and letters of intent to ensure they meet the company standard for booking.

· Books customer orders into ERP system.

· Creates hard and electronic folders inserting material required to manage the order process.

· Validates and amends Sales Order Worksheets with customer, rep agent and sales as is needed.

· Validates and amends Commission Worksheets with sales and management as is needed.

· Enters equipment into orders using the ERP configurator where appropriate

· Works with mechanical and electrical engineers to enter non-configurable orders including BOM adjustments into the ERP system.

· Assists Project Manager in coordinating the flow of work to ensure mechanical & electrical engineering, as well as bill-of-material preparation is completed in accordance with Workflow.

· Prepares US content calculations and draft certifications when required.

· Prepares and enters change order in the ERP system as required.

· Ensures that state and local sales tax documents are secured from the customers.

· Enters and manages the Avalara tax interface for orders for the order process and service order process teams.

· Serves as a consultant to the teams when difficulties with Avalara arise.

· Serves as a backup for the shipping transactions in ERP.

· Validates that sales orders ore in an accurate and complete condition before invoicing occurs.

· Transacts invoices in ERP and closes the order process.

· Perform other duties and special projects as assigned.

Education, Experience, & Skills:

Required: High School Diploma

Desirable: Associates Degree or equivalent experience

· 3 years order management or accounting experience

· Understanding of basic accounting principles as they relate to operations

· Ability to understand, resolve and remediate complex and inter-related sources of information

· Acute analytical skills

· High level of ability to handle multiple tasks

· Sound understanding of state, and local sales and use tax rules in all areas served by the company

· High level of proficiency using Avalara or other sales tax management software

· High level of proficiency with technology tools, including (Excel, Word, Outlook, databases and web.

· Excellent oral and written communication skills

· Highly self-motivated.

· Flexible, reliable, strong work ethic, dependable team player, positive, constructive attitude.

· Outstanding business etiquette skills.

· Working knowledge of products and technologies.

JWCE is an equal opportunity/affirmative action employer

Job Types: Contract, Temporary

Pay: $28.00 - $29.00 per hour

Ability to Commute:

  • Santa Ana, CA 92707 (Required)

Work Location: In person

Salary : $28 - $29

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