Sales Order Specialist II

Basic Information


United States




USA Houston

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Description and Requirements

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.
Are you an experienced sales support and customer service professional who wants to be part of a company that values your business acumen and highly valuable skill set? Are you passionate about problem solving and taking care of customers?
Challenge yourself as a part of a dynamic, fast paced, Order Services Team supporting Sales!

The Sales Order Specialist (SOS) will work as part of the Order Services team to support the Sales organization in preparing and validating license & support deals for submission to Order Service Coordinators. In addition, the candidate will also support the ECO system and serve as the single point of contact for sales. The Sales Order Specialist is expected to operate independently. 

Duties and Responsibilities:
  • Provide guidance and support to sales on quote preparation related to Commercial, Legal and Revenue Recognition policies, order processing and customer order issues.
  • Provide Legal Level 1 support and generate contractual agreements for all license lines of business.
  • Order Processing – Generate, Review, and validate all orders with focus on accuracy and completion for submission.
  • Proactively engage with sales teams and wider ECO system to ensure orders are compliant in accordance with Corporate, SOX, Revenue Recognition and/or SSP policies and procedures.
  • Ensure all approvals are in place prior to paperwork being released to sales. 
  • Ensure all orders are submitted on a timely basis according to established order submission deadlines.
  • Develop & maintain a detailed working knowledge of Revenue Recognition policies concerning the licensing of software & support, SOX controls applicable to the Quote to Invoice process.
  • Provide support and assist in the resolution & clarification of order information, invoicing, collections and passwords.
  • Expected to be the point of contact and trusted advisor.  
  • Knowledge and experience in the back-office application used by Order Services Organization, with good understanding of administrative processes.
  • Knowledge and experience with revenue recognition requirements.
  • Working knowledge of Oracle, SFDC and MS Office Suite.  
  • Must possess strong attention to detail, accuracy and completeness with regard to all processes. 
  • Ability to work in a fast paced environment. 
  • Able to manage the order process with sales and the ECO system with respect to communication, expectations, validation and completion of order packets. 
  • Must have the ability to work remotely and use escalation process when required.
  • Excellent written and communication skills required.  
  • Ability to identify and resolve issues, using sound judgement in a timely manner.
It is the policy of BMC Software to afford equal opportunity for employment to all individuals regardless of race, color, sex, age, national origin, physical or mental disability, history of disability, ancestry, citizenship status, political affiliation, religion, gender, transgender, gender identity, gender expression, marital status, status as a parent, sexual orientation, protected veteran status, 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.