What are the responsibilities and job description for the Order Operations Specialist position at eMoney Advisor?
Description
Job Summary
The Order Operations Specialist is responsible for processing independent contracts including initial set up of the account, subscription activation, managing contract ids, and documentation of all contract related activities. This position is responsible for provisioning users in the system for both new contracts as well as additions to existing subscriptions. They will also handle the repapering and / or subscription adjustments for non-revenue generating activities. The Order Operations Specialist works with other departments, as needed, and ensures proper departmental controls and consistency throughout the department.
Job Responsibilities
- Review sales contracts to ensure billing aligns with contract terms.
- Review invoices for accuracy and research discrepancies.
- Process account changes and office changes.
- Vet assistant and planner requests with FINRA and the SEC against our licensing model to ensure that users are set up with the appropriate level of access (i.e. - advisor or support).
- Setup and configure new user accounts (if approved) per our licensing model by creating the new licenses in our admin tool and moving the users into their newly created office path.
- Send out welcome letters to new users upon setup.
- Initiate the transition from Sales to the Success Coach by assigning new users (once set up) to the appropriate team to begin implementation.
- Make sure that all set up information related to new accounts is noted in SalesForce.
- Update account information in Zuora and activate subscriptions once provisioned.
- Enter and maintain Contract ID's in admin tool to ensure usage accuracy.
- Assist sales, and other departments, with non-revenue generating activities such as repapers, downgrades, or affiliate pricing changes.
- Convert leads, create opportunities and subscriber accounts, generate quotes, and send DocuSigns, as needed.
- Ensures usage of efficient operational procedures.
- Performs other tasks, as assigned.
Requirements
Skills
The salary range for this position is $52,000 - $67,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off.
At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients.
At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.
eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.
Salary : $52,000 - $67,000
