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Instacart has become a lifeline for millions of people, and we’re building the team to help push our shopping cart forward. If you’re ready to do the best work of your life, come join our table.
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Overview
The Order Management Specialist owns the end-to-end lifecycle of customer orders—from quote creation through order fulfillment, billing readiness, and revenue recognition. This role is critical in ensuring data accuracy, operational efficiency, and a seamless customer experience by maintaining high-quality data in CPQ and CRM systems and partnering closely with Sales, Billing, Finance, and Revenue Recognition teams. The ideal candidate is highly detail-oriented, process-driven, and thrives at the intersection of Sales Operations, Deal Desk, Systems and Tools, and Finance, with a strong focus on
downstream accuracy and compliance.
About the Job
Order & Quote Management
- Own the full customer order lifecycle, from quote creation and order submission
through fulfillment, billing readiness, and close-out - Create, review, and manage CPQ quotes, ensuring accuracy of pricing, SKUs, terms,
and configurations - Partner with Sales and Deal Desk to support complex deals, amendments, renewals,
and upsells - Ensure all required approvals are obtained prior to order submission
CPQ & Data Maintenance
- Maintain and manage SKU setup, product configurations, and pricing rules in CPQ
- Ensure data completeness and accuracy across Quotes, Opportunities, Orders and
contracts within Ironclad - Own Opportunity stage progression, close-out requirements, and post-close data
validation - Enforce data hygiene standards to support downstream billing, invoicing, and revenue
recognition
Billing & Revenue Readiness
- Prepare orders for downstream Billing and Revenue Recognition teams by ensuring:
- Accurate product and SKU mapping
- Correct pricing, quantities, and contract terms
- Proper revenue schedules and billing triggers
- Serve as a primary point of contact for resolving order-related issues impacting invoicing
or revenue recognition - Partner with Finance and RevRec to resolve data discrepancies and prevent revenue
leakage
Cross-Functional Collaboration
- Act as a key liaison between Sales, Sales Operations, Legal, Finance, Billing,
Revenue Recognition, and Systems teams - Proactively identify and resolve order issues to minimize delays and customer impact
- Support audits, internal controls, and compliance requirements related to order-to-cash
processes
Process Improvement & Reporting
- Identify opportunities to improve order management, CPQ workflows, and data
quality - Document and maintain standard operating procedures (SOPs) for order and quote
processes - Track and report on order accuracy, cycle times, and issue trends to drive continuous
improvement
About You
Minimum Qualifications
- 3+ years of experience in Order Management, Sales Operations, Deal Desk, or
Revenue Operations - Hands-on experience with CPQ systems (Salesforce CPQ or similar)
- Strong understanding of order-to-cash processes, including billing and revenue
recognition dependencies - Exceptional attention to detail and data accuracy
- Experience working cross-functionally with Sales and Finance teams
- Strong organizational, time-management, and problem-solving skills
Preferred Qualifications
- Experience supporting Billing or Revenue Recognition teams
- Familiarity with ASC 606 concepts and revenue schedules
- Experience with Salesforce CRM and reporting
- Experience with Ironclad CLM
- Ability to thrive in a fast-paced, high-volume environment
Hourly Rate - $60/hour
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