Description
This role provides strategic order management support on a regional or global basis for Platform Access Commercial deals. The objective is to provide specialist support linking with key PAC partners, including the PAC proposition team, regional PAC leads, SAM Account Teams, Legal teams, and Project Managers / GBC's.
Responsibilities:
- Run all elements of the RAAS Checklist to review account details ahead of implementation.
- Establish communication plans with all regional BAU OMS.
- Run Global Bill for RA customers.
- Review accounts to assess the validity of the account hierarchy and identify pre-migration cleanse activities.
- Validate current contractual situations in regard to the RMA and associated Schedules.
- Create RA Commercial billing accounts.
- Run I055/I110 to special price RA inclusive products to zero.
- Run asset moves for RA inclusive products to new non-billing accounts.
- Create relevant quotes for new assets provided to the customer as part of the RA deal.
- Work with GBC / PM to create legacy to strategic product migration plans.
- Project lead migration plans with BAU OMS.
- Prepare RA billing according to customer allocations and validate billing globally through proformas.
Scope and Impact:
- Is responsible for the creation of the RA order form for presentation to the customer.
- Pro-actively supports the RA project team to identify potential issues with the account hierarchy.
- Ensures that once the Order Form is signed, all activities required to create a clean invoice for RA are carried out in a timely manner.
- Ensures all stakeholders involved in the onboarding of a RA deal are aware of the activities required to successfully process the deal.
- Co-ordinates regional BAU OMS during migration and RA deal implementation.
- Ensures commercial requirements are accurately reflected on the client's billing.
- Raises all open issues and different requirements arising from RA deals to the Program/Project Manager.
- Provides Order Management expertise to the account team prior to and during implementation.
Required Skills & Competencies:
- Excellent communication skills.
- Flexible and adaptable.
- Strong organisational skills; strong project management, stakeholder management, and people influencing skills.
- Extensive knowledge and understanding of Refinitiv sales order management process, billing systems, and business policies.
- Ability to analyse, evaluate, and make logical decisions.
- Team-focused, with the ability to work collaboratively with cross-functional partners to achieve objectives.
- Ability to work to tight/demanding deadlines/targets in a fast-paced environment.
- Shown experience working independently, with demonstrated strong critical thinking and problem-solving skills.
- Attention to detail.