Order & Billing Specialist- ATI

We Impact Lives Through Purpose-Driven Work in A People First Culture

Ascend Learning, a leading healthcare and learning technology company, is the connection between a powerful portfolio of brands serving students, educators, and employers with outcomes-based, data-driven solutions across the lifecycle of learning. From testing to certification, Ascend Learning products are used by physicians, emergency medical professionals, nurses, allied health professionals, certified personal trainers, financial advisors, skilled trades professionals and insurance brokers.  

Headquartered in Burlington, MA, with additional office locations and hybrid and remote workers in cities across the U.S., Ascend Learning was recognized by Newsweek and Plant-A Insights Group as one of America’s 2025 Greatest Workplaces as well as America’s Best Places to work for Mental Well-Being for 2025.  

We're always looking for talented, passionate professionals to join us in our mission to help change lives. If this sounds like an environment where you'd thrive, read on to learn more.  

WHAT YOU'LL DO  

As an Order and Billing Specialist specific to contracts and quoting, you will support ATI clients by managing B2B client relationships and providing sales support within your region. You will oversee day-to-day account maintenance for clients using our products and services, ensuring they receive accurate account information, quoting and pricing. Acting as a trusted adviser, you will facilitate the deal process by liaising with departments such as finance, sales, sales operations, legal, and pricing to resolve complex contracts.

WHERE YOU’LL WORK  

This position will work a hybrid schedule from our Leawood, KS office. Fully remote considered for the highly qualified candidate. 

HOW YOU’LL SPEND YOUR TIME 

• Cultivate internal relationships with all levels of the sales organization. 

• Responds to Customer inquiries/information needs, and provides positive, courteous service to Customer/Sales Personnel. 

• Serve as the trusted adviser to Sales on specified Deal and Quote related matters. 

• Work as the primary liaison between multiple groups, such as finance, sales ops, legal, pricing, to help facilitate the deal process. 

• Answers questions regarding products, pricing, and proof of delivery. 

• Works with the appropriate internal department to process invoices, quotes, returns, and payments. 

• Collaborate with sales / contract administration / finance to identify acceptable solutions, resolve complex contract issues, and develop solutions in compliance with business practices and policies. 

• Works with the shipping department to expedite or ensure timely delivery of scheduled shipments. 

• Maintain a daily phone shift for a dedicated faculty line, if assigned. 

• Communicates pertinent customer concerns or issues to Sales Personnel. 

• Maintains client information in D365, our Customer Relationship Management tool. 

• Works with our Enterprise Apps team to design and test both user interface and user experience (UX/UI) for new products and processes. 

• Set up and maintain product and pricing for new and existing clients. 

• Create client invoices while adhering to special statement handling for specific clients. 

• Maintain and enter monthly billing into billing system. 

• Respond to customer inquiries, accept/enter payments from customers and facilitate customer returns. 

• Input daily activities and orders into CRM, including but not limited to client billings, queueing orders. 

• Review and interpret incoming contracts. 

• Analyze quarterly and yearly revenue reports to ensure forecasting accuracy.  

WHAT YOU'LL NEED 

• Bachelor’s degree or equivalent preferred. High school education or GED required. 

• 2+ years of experience in account management or Deal Desk function for a large sales team, customer service, or sales support. 

• Solid understanding and experience with CPQ (configure, price, quote) tools and quote to cash process knowledge 

• Experience using D365 CRM, Canvas, or comparable CRM/CPQ tools is required 

• Experience with Great Plains, Tableau and Microsoft office proficiency preferred 

• Experience with reporting creation and analysis 

• Self-motivated, critical thinker with prior experience collaborating across Sales, Legal, and Finance 

• Technical aptitude 

• Proficient in Microsoft Office applications - Word, Outlook, D365, Excel, PowerPoint 

• Collaborative participation in identifying and suggesting possible resolution in system gaps and processes to better streamline efficient workflow 

• Positive team player and effective communicator with all levels of management and cross-functional organizations 

• Proven organizational skills and time management skills 

• Strong attention to detail 

• Strong verbal and written communication skills 

• Previous leadership experience 

HIRING RANGE

The current full-time, annualized base pay hiring range for this role is $38,500.00-$55,000.00. In accordance with applicable state laws, we are providing the expected pay range for this position. Individual compensation will be determined by various factors, including relevant experience, qualifications, current business needs and local market factors. Most regular, full-time employees are eligible to participate in an Ascend incentive bonus or sales plan.   

BENEFITS 

• Health, dental, and vision insurance
• Company paid life Insurance
• 401(k) with company match
• Paid time off and parental leave
• Employee assistance program
• Other wellness programs such as Headspace and Airvet
• Charitable matching program

Fostering A Sense of Belonging 

Our values-driven culture unifies our teams and inspires a mindset of action, innovation, and collaboration, with a relentless focus on customers. We seek out and celebrate all people and perspectives and cultivate an inclusive culture where everyone can thrive, feel valued, and be authentic. Our culture is firmly rooted in the belief that by embracing our differences and drawing on diverse perspectives, we are a stronger, more innovative, and more successful organization where employees experience a sense of belonging.  

Ascend Learning, LLC is proud to be an equal opportunity employer (M/F/Vets/Disabled). No agency or search firm submissions will be accepted. Applications for U.S.-based positions with Ascend Learning, LLC must be legally authorized to work in the United States, and verification of employment eligibility will be required at the time of hire.