Order Management Consultant

The Order Management Consultant is responsible for supporting the sales-to-order lifecycle by reviewing completed sales opportunities, validating required documentation and customer information, and creating accurate records used for implementation and billing. This role serves as a key liaison between Sales, Finance, Service Delivery, and other internal teams to ensure opportunities are processed efficiently, accurately, and in alignment with company policies and procedures.

Key Responsibilities

• Review sales opportunities and the supporting documentation for completeness, accuracy, and policy compliance before order creation.
• Create customer location records and CPE records in Salesforce.
• Validate customer details including service address, product configuration, pricing approvals, and required internal fields prior to order submission.
• Partner with Sales, Finance, and Service Delivery to resolve opportunity discrepancies.
• Maintain knowledge of internal sales stages, opportunity workflows, and process requirements to support efficient processing.
• Communicate professionally with internal stakeholders regarding status, requirements, risks, and timelines.
• Support process improvement efforts that simplify order entry, improve data quality, and enhance the sales and customer experience.

Required Qualifications

• Experience working with CRM/order-entry platforms such as Salesforce.
• Strong attention to detail with the ability to manage multiple orders and deadlines simultaneously.
• Excellent written and verbal communication skills.
• Strong problem-solving and cross-functional coordination skills.
• Proficiency in Microsoft Office, especially Excel, Outlook, and Teams.

Core Competencies

• Detail oriented
• Process discipline
• Organizational skills
• Collaboration
• Sense of urgency

Work Environment

• Primarily office: Trustmark/Mobile, AL
• Occasional participation in cross-functional meetings and project initiatives