Associate Fulfillment Specialist

Citrix Systems

Citrix Systems

Raleigh, NC, USA
Posted on Thursday, November 9, 2023

Associate Fulfillment Specialist

  • Raleigh, North Carolina, United States

Do you thrive in a startup vibe? Were you built for a small, nimble and dynamic team that's ready to win? If you answered yes, we want to talk to you! ShareFile is now going back to our roots as a standalone business unit to focus on our SaaS business—an area where we see growth potential. This business unit is unique, and we certainly aren’t afraid to stand out from the crowd and tackle the bigger competitors.

As the Associate Fulfillment Specialist, the ideal candidate will have experience in Order Management, Sales Support or Salesforce CPQ to help streamline and optimize our order fulfillment processes. Your goal is to assist in the processing of ShareFile orders.

Role Overview:


Now, lets get to the details. This role will work cross-functionally across the ShareFile business. We will support projects as well as daily Order Services requests. This includes:

  • Order Management and Fulfillment:
    • Assist in processing incoming orders with a focus on accuracy and timeliness.
    • Support coordination with various teams for efficient order fulfillment and delivery.
    • Collaborate with other team members to resolve order-related issues and discrepancies.
    • Participate in the development and maintenance of order management procedures and documentation.
  • Sales Support:
    • Work closely with the sales team to provide essential support in order processing.
    • Assist in creating sales quotes and proposals using Salesforce CPQ.
    • Address sales inquiries and provide product information as needed.
    • Contribute to a positive customer experience by supporting sales efforts.
  • Salesforce CPQ:
    • Learn and utilize Salesforce CPQ to configure product and pricing structures.
    • Assist in maintaining and updating the product catalog, pricing rules, and discount structures.
    • Seek guidance and support from other team members in resolving CPQ-related issues.
    • Collaborate with Salesforce administrators and developers for CPQ-related tasks.
  • Basic SQL Expertise:
    • Gain proficiency in retrieving and analyzing data from relevant databases using SQL queries.
    • Work on ensuring data accuracy and consistency in the order management process.
    • Use basic SQL skills to generate reports and perform data validation as needed.
  • Reporting and Analysis:
    • Assist in creating and maintaining basic reports and dashboards to track key order metrics.
    • Learn to analyze order data to identify trends, opportunities, and areas for improvement.
    • Support team members in presenting findings to drive informed decision-making.
  • Process Improvement:
    • Be proactive in identifying opportunities for process improvements to enhance order fulfillment efficiency. Learn to act as a liaison between the Order Services Team and other departments to optimize workflows.


Our Superhero Uniform Includes:

  • Minimum of 2 years of experience is required.
  • Basic knowledge of SQL or experience querying data.
  • Minimum education required, bachelor's degree in Business, Information Technology, or a related field (or equivalent work experience).
  • Ability to thrive in a dynamic and fast-paced work environment.
  • Strong problem-solving skills and a keen eye for detail.


Your Superhero Strengths Include:

  • Interest in order management, order fulfillment, or sales support, preferably within a software company.
  • Familiarity with order management tools and systems is a plus.
  • Eagerness to learn and develop proficiency in Salesforce CPQ and Salesforce Sales Cloud.
  • Willingness to develop query-writing skills.

Cloud Software Group is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state and local laws that prohibit employment discrimination on the basis of age, race, color, gender, sexual orientation, gender identity, ethnicity, national origin, citizenship, religion, genetic carrier status, disability, pregnancy, childbirth or related medical conditions, marital status, protected veteran status, and other protected classifications.