Order Desk Specialist I

Who We Are Looking For

As a WebPT Order Desk Specialist, you’ll work your magic center stage and behind the scenes to assist our Members as well as our Sales, Success and Operations teams. Using your critical thinking skills and vast knowledge of our software, you will efficiently process orders for new and existing customers, verify signed agreements and quotes for accuracy, and manage the provisioning and de-provisioning of member accounts.

Additionally, you will handle billing inquiries, perform financial transactions, and ensure the accuracy and timeliness of product delivery. Collaboration with cross-functional teams will be essential to maintaining accurate billing and providing support within the Case Management System. To do so, you’ll need to learn the WebPT application inside and out, including all key administrative functions—but, don’t worry, with your amazing skills, you’ll make it look easy.

What You’ll Be Doing As A Part of Our Team

• Manage and support the quote-to-cash process for all new account signups and existing account amendments, ensuring accuracy and efficiency at every stage.
• Using SalesForce, verify signed agreements against system quotes, ensuring accuracy of products, pricing, promotions or discounting, term dates, and additional terms.
• Review contract billing events for proper entry in SFDC against customer contract.
• Track any pending contractual issues, billing issues, or pending invoices and work with other departments to make the necessary corrections.
• Manage and action daily review of the SFDC Case Management System.
• Assist with manually correcting invoices and credits as needed.
• Respond to a variety of account related questions quickly and accurately via case management and email.
• Process new sales orders timely and accurately
• Perform account audits and make adjustments when needed; pay close attention to detail.
• Accurately fulfill member requests to account changes in a timely manner. This includes facilitating the quote to cash process for license adjustments, module adjustments, location adds, cancellations, account restructures, invoice requests etc.
• Adhere to all confidentiality and compliance regulations, including HIPAA.

What You Should Have to Qualify

• Associate’s degree or equivalent combination of education and experience
• 2+ years relevant professional level work experience, ideally in Order Management or Deal Desk functions
• Advanced MS Office skills required (Outlook, Excel, Word, etc.)
• Ability to work in multiple accounting software systems such as Salesforce and Sage Intacct
• Ability to identify process improvement opportunities and recommendations
• Experience with Salesforce

Ideally, You Would Also Have These

• Experience reviewing contract terms and customer quotes preferred
• Experience reconciling customer invoices to customer contracts preferred
• 2+ years of experience in a high volume, high intensity environment preferred

Culture is at our Core

• Service: Create Raving Fans
• Accountability: Follow Up; Own Up
• Attitude: Possess True Grit
• Personality: Be Minty
• Work Ethic: Be Rock Solid
• Community Outreach: Give Back
• Health and Wellness: Live Better
• Resource Efficiency: Do Más With Menos

About Us

Here, we work hard—but we have lots of fun doing it. We believe in equal opportunity for all, autonomy, trailblazing, and always doing right by our Members. Most importantly, though, we believe in empowering rehab therapy professionals to achieve greatness in practice. So, if you’re a can-do kinda person who loves to help Members win and enjoys working from just about anywhere—then you’ll fit right in. We’ve got big plans, but we can’t achieve them without you. Join us, and let’s achieve greatness.

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