Bamboo Health is the leader in Real-Time Care Intelligence™ solutions aimed at improving lives for everyone experiencing physical and behavioral health challenges. We are driven by our mission to empower clients to deliver seamless, high-quality and cost-effective care during pivotal moments to improve health outcomes. From coast to coast, Bamboo Health partners with all major retail pharmacy chains, 52 states and territories, 100% of the top 10 best hospitals and more than half of the country’s largest health plans to improve more than 1 billion patient encounters annually. Join us in improving lives during pivotal care moments!
Summary:
We are looking for an Order Management Specialist to join our Revenue Operations team. In this role, you will own the end-to-end order management process — designing scalable workflows, building automation to eliminate manual and repetitive tasks, and ensuring every contract and order is accurately captured, validated, and processed in Salesforce. You will play a critical role in the quote-to-cash process by driving process integrity, identifying opportunities to systematize routine work, and ensuring our systems accurately reflect executed business. This is a great opportunity for someone who is strategic, process-minded, and energized by building structure and automation within a fast-moving revenue operations organization.
What You’ll Do:
- Review incoming contracts and orders for completeness, accuracy, and compliance with company policies and deal terms.
- Validate that all required documentation and approvals are in place prior to processing.
- Process orders in Salesforce — including updating opportunity records, capturing contract details, and closing opportunities — while identifying steps that can be automated or templatized to reduce manual effort.
- Own data integrity across accounts, contacts, and opportunity records by establishing validation rules, automated checks, and standardized processes that reduce reliance on manual data entry.
- Coordinate with Sales, Finance, and Legal teams to resolve discrepancies or missing information on contracts and orders.
- Serve as a point of contact for the sales team on order status and processing questions.
- Manage the order queue against SLA targets, surfacing bottlenecks and designing process improvements that keep throughput on track as volume scales.
- Support month-end and quarter-end close processes by ensuring all orders are processed, and opportunities are accurately updated.
- Identify and escalate issues or anomalies in order documentation or Salesforce records to the appropriate stakeholders.
- Design, document, and continuously improve order management workflows, including building automation (e.g., Salesforce flows, validation rules, approval processes) to streamline repetitive tasks.
- Explore opportunities to enhance workflows through AI or automation tools (e.g., document summarization, task routing, or data parsing).
- Identify repetitive tasks and partner with team leads to implement scalable automation solutions.
What Success Looks Like…
In 3 months…
- You have a solid understanding of Bamboo Health’s products, pricing structures, and standard contract terms.
- You understand the end-to-end order management and quote-to-cash process, including how orders flow through Salesforce from opportunity to close.
- You are independently processing incoming orders and contracts with accuracy and within expected turnaround times, and you have begun identifying manual steps ripe for automation.
- You have designed and implemented at least one automation or standardized process that measurably reduces manual effort in the order management workflow.
- You have built strong working relationships with members of the Sales, Finance, and Legal teams.
- Begin incorporating AI-supported tools into your day-to-day work—whether through analysis, documentation, or task management.
In 6 months…
- You are a trusted resource for the sales team on order processing questions and status updates.
- You are consistently meeting SLA targets for order processing and opportunity management.
- You have designed and implemented at least three additional opportunities for automation or standardized process that measurably reduces manual effort in the order management workflow.
- You are contributing to a clean, accurate Salesforce org by proactively flagging and resolving data discrepancies.
In 12 months…
- You are a go-to expert on order administration processes and Salesforce order management workflows.
- You have contributed meaningfully to process documentation and may support training of new team members.
- You are playing a key role in ensuring smooth quarter-end closes, with all opportunities accurately reflecting executed business.
- You are proactively identifying systemic issues and partnering with the broader RevOps team to implement lasting improvements, with a portfolio of automations and process enhancements that have reduced manual workload and positioned the function to scale.
What You Need:
- 4+ years of experience in an order management, sales operations, revenue operations, or similar role.
- Hands-on experience with Salesforce, including opportunity management, workflow automation (e.g., Flows, validation rules, approval processes), and reporting; Salesforce Administrator certification a plus.
- Familiarity with contract review and order processing in a B2B SaaS or technology environment preferred.
- Strong attention to detail with the ability to identify discrepancies and inconsistencies in documentation and data.
- Highly organized with the ability to manage a queue of work, prioritize effectively, and meet deadlines in a fast-paced environment.
- Excellent communication skills and a collaborative approach to working cross-functionally with Sales, Finance, and Legal teams.
- Demonstrated ability to design, document, and improve business processes; experience building automation to eliminate repetitive manual work is strongly preferred.
- Proficiency with Microsoft Office or Google Workspace and experience with CPQ tools, preferably Salesforce.
- Comfort using or learning AI-supported tools (e.g., ChatGPT, CoPilot, or role-specific tools) to improve daily workflows.
- A forward-thinking, curious mindset with an openness to experimenting with new technologies.
- Strong analytical and problem-solving skills, with sound judgment and creativity in designing solutions.
- Proven ability to thrive in fast-paced, high-growth, and rapidly evolving environments.
- Ability to work effectively in a remote-first environment, ensuring high-quality virtual interactions with minimal distractions.
- The ability to travel periodically for work.
What You Get:
- Join one of the most innovative healthcare technology companies in the country.
- Have the autonomy to build something with an enthusiastically supportive team.
- Learn from working at the highest levels and on the most strategic priorities of the company, including from world class investors and advisors.
- Receive competitive compensation including health, dental, vision and other benefits.
Belonging at Bamboo
We Care. #BambooHealthValuesCare
Every human being has the right to the best possible healthcare. Our Real-Time Care Intelligence™ solutions enable healthcare professionals to see and treat every individual as a whole person by providing the right information, at the right time – regardless of physical, behavioral or social barriers.
We’re a great place to work because we care. We continually seek to learn about our differences and ensure the unique perspectives and contributions of all employees are welcome, valued and celebrated.
Our commitment to making a positive impact starts by recognizing and leveraging our differences, building inclusive teams and cultivating a sense of belonging.
Bamboo Health is proud to provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Bamboo Health GDPR/RODO
To protect our applicants from fraudulent recruitment activity, we recommend that all applicants verify the validity of an interview and hiring process by visiting our website www.bamboohealth.com. All valid job postings will be listed on our careers page. Bamboo Health does not conduct interviews via text and will not request sensitive information such as banking details during the application process.
Originally posted on Himalayas