Senior Order Desk Specialist I

Who We Are Looking For

As a WebPT Senior Order Desk Specialist I, you'll work your magic center stage and behind it In this critical role, you will own unique processes, such as credit requests and quote audit and approval, ensuring accurate verification of contract and invoice history, and providing expert-level support for high-priority and sensitive member cases. As a Senior Specialist, you will play a key role in managing complex and time-sensitive issues while serving as a trusted point of contact for both internal stakeholders and external clients. To do so, you'll need to learn the WebPT application inside and out, including all key administrative functions—but, don't worry, with your amazing skills, you'll make it look easy.

What You'll Be Doing As A Part of Our Team

• Review and audit credit requests, ensuring that all supporting documentation, including contract and invoice history, is complete and accurate.
• Conduct detailed audits of contract terms and invoices to verify the requested credit value aligns with the agreement and company policies.
• Serve as the senior point of contact for complex, high-priority, or sensitive member cases, demonstrating expertise in problem-solving and escalation management.
• Work directly with customers, account managers, and internal teams to ensure a resolution that meets both customer needs and company policies.
• Manage and support the quote-to-cash process for all new account signups and existing account amendments, ensuring accuracy and efficiency at every stage.
• Using SalesForce, verify signed agreements against system quotes, ensuring accuracy of products, pricing, promotions or discounting, term dates, and additional terms.
• Review contract billing events for proper entry in SFDC against customer contract.
• Track any pending contractual issues, billing issues, or pending invoices and work with other departments to make the necessary corrections.
• Assist with manually correcting invoices and credits as needed.
• Respond to a variety of account related questions quickly and accurately via case management and email.
• Accurately fulfill member requests to account changes in a timely manner. This includes facilitating the quote to cash process for license adjustments, module adjustments, location adds, cancellations, account restructures, invoice requests etc.
• Adhere to all confidentiality and compliance regulations, including HIPAA.

What You Should Have To Qualify

Ideally, You Would Also Have These

Culture is at our Core

About Us

Here, we work hard—but we have lots of fun doing it. We believe in equal opportunity for all, autonomy, trailblazing, and always doing right by our Members. Most importantly, though, we believe in empowering rehab therapy professionals to achieve greatness in practice. So, if you're a can-do kinda person who loves to help Members win and enjoys working from just about anywhere—then you'll fit right in. We've got big plans, but we can't achieve them without you. Join us, and let's achieve greatness.

Skills Required

Salesforce, Ms Office