Job Description
SaaS Order Operations & Provisioning Specialist
Job Description:
If you're already working in SaaS/Software provisioning, you don't need a crash course in entitlements or CRM systems. You're looking for a place where your work is valued, the processes make sense, and you can focus on doing your job well. If you find satisfaction in getting the details right, keeping systems clean, and making sure customers get exactly what they signed up for - this is your next role.
As a SaaS Order Operations & Provisioning Specialist, you'll play a key role in the day-to-day execution of customer account provisioning. From initial order setup to ongoing entitlement updates, you'll ensure new and existing customers are provisioned accurately, efficiently, and in alignment with their contracts. Working closely with cross-functional teams -including Order Management, Sales, Support, and Finance - you'll process cases, troubleshoot provisioning issues, maintain customer data integrity in Salesforce CRM, and uphold high standards of accuracy and service delivery.
Why Join Sage?
Sage is a global AI-powered, Fintech SaaS company with a strong local presence and a reputation for products our customers trust. In this role, you'll get the stability of an established business and the opportunity to work with kind, collaborative teams who care about supporting each other and doing things well. Our culture is built on doing the right thing-guided by our values: Human, Trust, Bold, and Simplify. We support flexible working (2 days per week from home) and encourage giving back through our Sage Foundation, offering every employee 40 paid volunteer hours per year to make a difference in our communities.https://www.sage.com/en-us/company/sage-foundation/
Location:
Hybrid; 3 days per week from our San Jose office: 300 Park Avenue, San Jose, CA 95110
Minimum Qualifications;
- 3 years of experience in SaaS/software provisioning, entitlements/licensing, order management, sales operations
- Proficiency with Salesforce and Excel (V-lookups and pivot tables)
- Ability to maintain provisioning SLAs, manage a high-volume of case queues without losing track (~average of 20 orders per day)
- Bring a strong customer service mindset, focused on responsiveness and resolution
- Have strong attention to detail and pride yourself on accurate work
- Communicate clearly-especially in writing-and effective managing internal and external communications via email
- Collaborate effectively with teams across Sales, Finance, Support, and Operations
- Can manage multiple tasks or cases at once without dropping the ball
- Are self-directed, reliable, and focused on getting it right the first time
Key Responsibilities:
Key Responsibilities:
- Accurate fulfillment of new and existing customer entitlements and orders
- Partner with cross functional teams such as sales operations, support or finance to ensure customer accounts are provisioned to contract terms
- Partner with direct and channel sales teams to expedite provisioning requests and resolve customer issues
- Troubleshoot and resolves technical issues related to provisioning
- Regularly assist with audits of existing entitlements for accuracy
Benefits? We have plenty.
- Competitive annual bonuses
- Comprehensive health, dental, and vision coverage
- 401(k) retirement match (100% matching up to 4%)
- 32 days paid time off (22 personal days & 10 national holidays)
- 18 weeks of paid parental leave (offered 1 year after the start date)
- Work Away Program: Opportunity to work & play for 10 weeks from another country (Sage-approved list)
- Sage Foundation: 5 days paid yearly to volunteer
- $5,250 tuition reimbursement per calendar year starting 6 months after the hire date
- Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
Compensation offered will be determined by factors such as location, level, job-related knowledge, education, and experience. For this role, in this locations, the target base salary range is $70,000 to $90,000. In addition to base salary, employees will participate in a bonus plan (10%) based on company and individual performance. Our talent acquisition team will provide specific opportunities on our bonus or incentive programs. The range listed is just one component of the Sage total compensation package.
#LI-CH1
Function:
Finance Operations
Country:
United States
Office Location:
San Jose
Work Place type:
Hybrid
Advert
Working at Sage means you're supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.
Learn more about working at Sage:sage.com/en-us/company/careers/working-at-sage/
Watch a video about our culture:youtube.com/watch?v=h1-vs3zIpnc
We celebrate individuality and welcome you to join us if you embrace all backgrounds, identities, beliefs, and ways of working. If you need support applying, reach out atcareers@sage.com.
Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/
Equal Employment Opportunity (EEO)
Sage is committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Sage will be based on merit, qualifications, and abilities. Sage does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, protected disability, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.