Sales Order Specialist
Basic Information
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Description and Requirements
"At BMC trust is not just a word - it's a way of life!"
• 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 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 (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
• 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, proof of shipment, POST, Teaming Fee, migration mapping form, CTTF, finance booking form)
• Ensure Order Package is compliant with BMC regulations
• Escalate and follow-up on resolution of Non-Compliant Issues
• 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
· 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
Our commitment to you!
BMC’s culture is built around its people. We have 6000+ brilliant minds working together across the globe. You won’t be known just by your employee number, but for your true authentic self. BMC lets you be YOU!
If after reading the above, You’re unsure if you meet the qualifications of this role but are deeply excited about BMC and this team, we still encourage you to apply! We want to attract talents from diverse backgrounds and experience to ensure we face the world together with the best ideas!
BMC is committed to equal opportunity employment regardless of race, age, sex, creed, color, religion, citizenship status, sexual orientation, gender, gender expression, gender identity, national origin, disability, marital status, pregnancy, disabled veteran or status as a protected veteran. If you need a reasonable accommodation for any part of the application and hiring process, visit the accommodation request page.
(Returnship@BMC)
Had a break in your career? No worries. This role is eligible for candidates who have taken a break in their career and want to re-enter the workforce. If your expertise matches the above job, visit to https://bmcrecruit.avature.net/returnship know more and how to apply.