Sales Order Specialist II - India

Basic Information







Date Published


Job ID


Travel Amount

up to 10%

Description and Requirements

BMC helps customers run and reinvent their businesses in the digital age by tackling their IT 
management challenges, championing their innovation, and celebrating their success.
Every BMC employee has the potential to have a tremendous impact on customer success—and when 
customers thrive, we all do.
BMC offers bold and fearless career-seekers like you the opportunity to expand your skills, your network, 
and your horizons as you work to enable customer growth and innovation every day. You will be 
surrounded by peers who inspire you, drive you, support you, and make you laugh out loud, in an 
environment that fosters individuality, respect, and personal ambition.

BU Description/Position Description:
  • Provide guidance to sales on quote preparation related to Commercial-, Best Practice (BP), Legal?and RevRec policies, order processing and customer order issues
  • Order Processing – Review, validate and process all orders in with focus on accuracy and 
  • completion for submission.
  • Proactively communicate with Field Sales and/or managers on order issues and keep them 
  • formed of any problems resolving issues
  • Ensure orders are compliant to the established licensing policies in accordance with Corporate, 
  • SOX, Revenue Recognition and/or VSOE policies and procedures
  • Ensure all orders are submitted on a timely basis according to established order submission 
  • deadlines
  • Develop & maintain a detailed working knowledge of Revenue Recognition and Revenue 
  • Accounting policies concerning the licensing of software & support, SOX controls applicable to the 
  • Quote to Cash process, Order Entry (OE+) application, SFDC and Master Data Management 
  • (MDM) to support order management
  • Provide support and assist in the resolution & clarification of order information, invoicing, 
  • collections and passwords 
  • Primary Roles and Responsibilities:
  • Customer Data Management (via MDM)
  • Validate accuracy of customer data in Customer Master MDM application, including addresses, 
  • contacts, VAT #, e-mail and web address.
  • Set up new accounts via DQ support, or amend existing customer data were necessary
  • Sales Support
  • Assist Sales with entry of customer and product data into pricing model to generate customer 
  • quote
  • Advise Sales on required approvals from RevRec, Best Practices, Sales Management and Legal 
  • based on deal make-up
  • Provide on-going Sales Support during negotiations in terms of amendments impacting Contracts, 
  • Pricing, required approvals.
  • Assist Sales regarding usage of Tools and Applications (Pricing Models, Quotes, ACR, Business 
  • Insights, SOS Checklist, etc.)
  • Legal Level 1 Support
  • Determine existing agreement, Partner Network Agreement or existing agreements with parent 
  • or affiliate company
  • Complete and modify various types of Product Order Forms (POFs), Subscription Order Forms 
  • (SOFs), etc
  • Draft non-standard Product Order Form (POF) or Subscription Order Form (SOF) to include BMC 
  • standard language for non-standard terms
  • Review customer/partner PO - Draft Clarification Letter
  • Assist Legal with assignment of licenses to another legal entity - advise Sales regarding License 
  • and Support transfer from one to another entity, and prepare memorandum as necessary with 
  • Legal advisor
  • Pre-Order Processing
  • Run Business Insights Install Base and Agreement reports
  • Check Credit Limit via MicroStrategy reports- contact Collections into review/increase Credit Limit
  • Review pricing model and if necessary complete IRF
  • Confirm Discount of Record (DOR) and Volume Maintenance Plan (VMP) if applicable
  • Assist Sales in getting required approvals from BP, Legal, Rev Rec, Finance, Support Renewals for 
  • complete order package (non-standard cases where support required)
  • Order Processing
  • Review order document for proper signatures, dates and PO/PO number requirements
  • Compile Order Package according to Global Order Checklist (order document, Pull existing 
  • agreements and include in order packet, referenced agreements, approvals, pricing model, proof 
  • of shipment, POST, Teaming Fee, migration mapping form, CTTF, finance booking form)
  • Escalate and follow-up on resolution of Non-Compliant Issues and keep RevSum Log updated
  • Send Order Package for booking to Order Entry (bookit)
  • Work on resolution with RevRec, OSC in case of RevRec or booking issues
  • Post Order Processing
  • Validate e-mail addresses in the case of bounced Order Confirmation/Order Details and update 
  • Help Desk ticket and supporting applications (MDM and Oracle)) till resolution
  • Obtain contract originals and send for countersignature to HOU, AMS
  • Mail countersigned contract originals back to customer and file a copy
  • Verify invoice for correctness after booking and work on resolution in case of variances
  • Customer Support e.g. on billing, EPD, Support Contract ID or license reconciliation issues

Experience/ Qualifications:
  • International roles and customer interacting exposure with a minimum of 2-3 years or Order 
  • Management Experience 
  • Good knowledge and use of Microsoft Office applications
  • Intermediate-level experience with Business Objects is a plus
  • Exposure to SFDC, Oracle, MDM, MicroStrategy 
From core to cloud to edge, BMC delivers the software and services that enable over 10,000 global customers, including 84% of the Forbes Global 100, to thrive in their ongoing evolution to an Autonomous Digital Enterprise.
It is the policy of BMC Software to afford equal opportunity for employment to all individuals regardless of race, color, creed, sex, age, sexual orientation, national origin, disability, ancestry, citizenship status, political affiliation, religion, gender, transgender, gender identity, gender expression, marital status, status as a parent, disabled veteran or status as a protected veteran, genetic information or other factors prohibited by law, and to prohibit harassment or retaliation based on any of these factors.

If you need a reasonable accommodation for any part of the application and hiring process, visit the accommodation request page.