Order Management Consultant
Providers, health plans, employers, life sciences companies, and governments across the globe leverage Merative’s trusted technology and human expertise to drive real progress. We help our clients orient information and insights around the people they serve to improve decision-making and performance.
We work with more than 4,500 customers across the health and social care ecosystem, including:
-9 of 10 top U.S. hospitals
-7 of the top 10 U.S. payers and 40 percent of Fortune 100 employers
-35+ state, local, and federal government agencies
-All top 20 pharma
As the industry has a unique opportunity for change, we aim to be a driving force – using the breadth of our portfolio and depth of our expertise to drive shared progress in health.
The Order Management Consultant is responsible for managing customer orders from CRM submission through fulfillment and activation in the ERP system. This role serves as a critical control point between Sales, Delivery, Finance, and Operations, ensuring orders are accurate, compliant, and execution-ready to support timely fulfillment, revenue recognition, and operational integrity.
Key Responsibilities:
Order Review & Validation
• Review customer orders submitted through CRM (Salesforce) for accuracy, completeness, pricing, and contractual alignment.
• Validate product configuration, quantities, pricing, billing terms, and required approvals prior to order release.
• Identify discrepancies and work with Sales and Deal Desk to resolve issues.
Order Processing & Release
• Create, release, and activate orders in the ERP system (Oracle).
• Ensure orders are correctly structured to support billing, revenue recognition, and fulfillment requirements.
• Maintain accurate order status throughout the lifecycle.
Cross-Functional Coordination
• Coordinate with Delivery, Operations, and Product teams to ensure timely order fulfillment and completion.
• Partner with Finance to ensure compliance with revenue recognition, invoicing, and accounting requirements.
• Act as a liaison between Sales and downstream teams to resolve order-related issues.
Compliance & Controls
• Ensure orders comply with pricing policies, approval matrices, and contractual requirements.
• Maintain audit-ready documentation and support internal and external audits as needed.
Process Improvement
• Identify recurring issues and recommend process or system improvements to improve order accuracy and cycle time.
• Support automation and standardization initiatives across CRM and ERP workflows.
Required Qualifications & Experience
• 3–6+ years of experience in Order Management, Sales Operations, Revenue Operations, or Finance Operations
• Experience working with CRM and ERP systems (Salesforce & Oracle)
• Understanding of revenue recognition concepts in SaaS, and Services business
• Experience working in an Order to Cash (O2C) department with direct access to delivery/provisioning and billing
• Experience supporting complex or multi-element orders
• Strong attention to detail and ability to manage multiple orders simultaneously
• Experience coordinating across Sales, Finance, and Operations teams
Compensation
The salary range provided in this job posting is intended to reflect the general market value for the position. The actual salary offered may vary based on factors such as the candidate’s experience, qualifications, skills, and the specific requirements of the role. This range may also be subject to change as market conditions evolve. We encourage open communication throughout the interview process to discuss compensation expectations. For base-salary + commission sales roles, the range represents On-Target Earnings.
Min – Max :
$82,428.84 - $123,643.26 (USD)
Benefits
The benefits described represent the current offerings at our organization, however, benefits are subject to change and may vary by location and employment status. We strive to provide a comprehensive benefits package that supports our employees’ health, wellness, and financial goals. Please note that benefits may be discussed in more detail during the hiring process.
• Remote first / work from home culture
• Flexible vacation to help you rest, recharge, and connect with loved ones
• Paid leave benefits
• Health, dental, and vision insurance
• 401k retirement savings plan
• Infertility benefits
• Tuition reimbursement, life insurance, EAP – and more!
It is the policy of Merative to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Merative will provide reasonable accommodations for qualified individuals with disabilities.
Merative participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: http://www.uscis.gov/e-verify/employees
Apply Now
Apply Now
We work with more than 4,500 customers across the health and social care ecosystem, including:
-9 of 10 top U.S. hospitals
-7 of the top 10 U.S. payers and 40 percent of Fortune 100 employers
-35+ state, local, and federal government agencies
-All top 20 pharma
As the industry has a unique opportunity for change, we aim to be a driving force – using the breadth of our portfolio and depth of our expertise to drive shared progress in health.
The Order Management Consultant is responsible for managing customer orders from CRM submission through fulfillment and activation in the ERP system. This role serves as a critical control point between Sales, Delivery, Finance, and Operations, ensuring orders are accurate, compliant, and execution-ready to support timely fulfillment, revenue recognition, and operational integrity.
Key Responsibilities:
Order Review & Validation
• Review customer orders submitted through CRM (Salesforce) for accuracy, completeness, pricing, and contractual alignment.
• Validate product configuration, quantities, pricing, billing terms, and required approvals prior to order release.
• Identify discrepancies and work with Sales and Deal Desk to resolve issues.
Order Processing & Release
• Create, release, and activate orders in the ERP system (Oracle).
• Ensure orders are correctly structured to support billing, revenue recognition, and fulfillment requirements.
• Maintain accurate order status throughout the lifecycle.
Cross-Functional Coordination
• Coordinate with Delivery, Operations, and Product teams to ensure timely order fulfillment and completion.
• Partner with Finance to ensure compliance with revenue recognition, invoicing, and accounting requirements.
• Act as a liaison between Sales and downstream teams to resolve order-related issues.
Compliance & Controls
• Ensure orders comply with pricing policies, approval matrices, and contractual requirements.
• Maintain audit-ready documentation and support internal and external audits as needed.
Process Improvement
• Identify recurring issues and recommend process or system improvements to improve order accuracy and cycle time.
• Support automation and standardization initiatives across CRM and ERP workflows.
Required Qualifications & Experience
• 3–6+ years of experience in Order Management, Sales Operations, Revenue Operations, or Finance Operations
• Experience working with CRM and ERP systems (Salesforce & Oracle)
• Understanding of revenue recognition concepts in SaaS, and Services business
• Experience working in an Order to Cash (O2C) department with direct access to delivery/provisioning and billing
• Experience supporting complex or multi-element orders
• Strong attention to detail and ability to manage multiple orders simultaneously
• Experience coordinating across Sales, Finance, and Operations teams
Compensation
The salary range provided in this job posting is intended to reflect the general market value for the position. The actual salary offered may vary based on factors such as the candidate’s experience, qualifications, skills, and the specific requirements of the role. This range may also be subject to change as market conditions evolve. We encourage open communication throughout the interview process to discuss compensation expectations. For base-salary + commission sales roles, the range represents On-Target Earnings.
Min – Max :
$82,428.84 - $123,643.26 (USD)
Benefits
The benefits described represent the current offerings at our organization, however, benefits are subject to change and may vary by location and employment status. We strive to provide a comprehensive benefits package that supports our employees’ health, wellness, and financial goals. Please note that benefits may be discussed in more detail during the hiring process.
• Remote first / work from home culture
• Flexible vacation to help you rest, recharge, and connect with loved ones
• Paid leave benefits
• Health, dental, and vision insurance
• 401k retirement savings plan
• Infertility benefits
• Tuition reimbursement, life insurance, EAP – and more!
It is the policy of Merative to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Merative will provide reasonable accommodations for qualified individuals with disabilities.
Merative participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here: http://www.uscis.gov/e-verify/employees
Apply Now
Apply Now