Sales Order Specialist

Description and Requirements

"At BMC trust is not just a word - it's a way of life!" Hybrid

Description and Requirements

BMC empowers nearly 80% of the Forbes Global 100 to accelerate business value, faster than humanly possible. Our industry-leading portfolio unlocks human and machine potential to drive business growth, innovation, and sustainable success. BMC does this in a simple and optimized way by connecting people, systems, and data that power the world’s largest organizations so they can seize a competitive advantage.

BMC Software – The Multi Cloud Management Company

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.

As a Sales Order Specialist, you will play an instrumental part in our sales process by supporting the sales teams in preparing, reviewing, and validating sales orders, while ensuring complete accuracy in the systems.

Here is how, through this exciting role, YOU will contribute to BMC's and your own success:

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
• Providing Legal Level 1 support and generate contractual agreements.
• 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 informed 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, Zuora CPQ, 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
• Develop in-depth knowledge of BMCs licensing model, and pricing, to provide quoting support.
• Proactively act to understand customer needs and identify solutions to nonstandard tasks/queries
  
  

To ensure you are set up for success, you will bring the following skillset & experience:

• 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 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
• Exposure to SFDC, Zuora, Oracle, MDM, MicroStrategy
  
  

CA-DNP

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.

BMC Software maintains a strict policy of not requesting any form of payment in exchange for employment opportunities, upholding a fair and ethical hiring process.

At BMC we believe in pay transparency and have set the midpoint of the salary band for this role at 787,400 INR. Actual salaries depend on a wide range of factors that are considered in making compensation decisions, including but not limited to skill sets; experience and training, licensure, and certifications; and other business and organizational needs.

The salary listed is just one component of BMC's employee compensation package. Other rewards may include a variable plan and country specific benefits.

We are committed to ensuring that our employees are paid fairly and equitably, and that we are transparent about our compensation practices.

(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.