Order Services Specialist
: Job Details :

At Board, we power financial and operational planning solutions for the world's best brands. Thousands of enterprises use our technology to optimize resources, drive growth, and ensure profitability. With advanced analytics and forecasting, plus AI-driven insights, customers transform complex, real-time data into actionable intelligence.

What's been key to our success? Our people—we value everyone's unique perspective and energy they bring to the organization. We collaborate openly across teams and borders. We embrace a growth mindset to get results. And we celebrate shared success as goals and milestones are achieved.

Ready to join a team where innovation meets collaboration? If you're driven by bold ideas and a customer-centric mentality, your next adventure starts here!

We are looking to grow our Order Services team with individuals who are ready for a challenging position, a variety of daily tasks, and plenty of opportunities to advance their career! Come see for yourself what an exciting place to work looks like!

Board's Sales, Renewal, and Professional Services Teams work directly with customers to unleash the power that Board can bring to their organization. The Order Services Team is a partner to these teams by setting and enforcing process standards, completing the ordering process, sending customer invoices, and ensuring internal data reporting accuracy.

Responsibilities:

As a critical member of the team, you will be responsible for tasks such as:

Ordering of licenses and environments

• Enforce global process standards
• Validating final documents are correct before sending them out for signatures
• Completing internal processes to activate orders in the system
• Communicate with other departments to ensure proper handoffs from Sales / Renewals to Cloud Ops, Premium Support, and Invoicing
• Set annual billing schedules for multi-year contracts
• Partner with the Invoicing team to ensure invoices are sent in a timely fashion

Supporting Professional Services

• Enforce global process and project standards
• Monitor weekly timesheet and expense submissions and approvals
• Maintaining project information in financial applications
• Reconciling timesheets for month-end invoicing
• Partner with the Invoicing team for month-end invoicing

Ensure data in all applications are properly maintained

• Assist in the set-up and maintenance of Professional Service projects
• Support PS with regular reviews of project reporting
• Validate KPIs are properly calculated in the internal Board application
• Coordinate needed adjustments with other Order Services teams and Finance

Participate in continuous process improvement efforts

Requirements:

• Bachelor's degree or comparable degree/experience
• Previous experience supporting a services business
• Excellent organizational and administrative skills
• Be exceptional at building strong, long-lasting relationships
• Motivated, determined, self-starter
• Able to work independently and as part of a team
• Able to work against very tight deadlines, in a fast-paced environment
• Ability to work remote with the ability to commute to a Board office when needed
• Required to be fluent in English with a preference of also speaking a second language (French or German a plus )
• Knowledge/Experience in multi-dimensional planning software, specifically Board but can also include Anaplan, One Stream, Pigment, IBM, SAP, etc.
• Proficiency in Certinia (Financial Force) and NetSuite

Our commitment to Diversity and Inclusion

Join a company that believes in the added value of diversity, inclusion, and belonging. We foster a working environment in which all people are respected and valued, for all aspects which make them unique. We hire you for who you are, and we want you to bring your true self to work every day!