Description
We are seeking a Quote-to-Cash Specialist to join our Finance and Revenue Operations Team. As a Specialist, you will provide outstanding Quote-to-Cash support and guidance to Account Teams within our Commercial and Enterprise customer market segments.
Responsibilities:
- Provide Quote-to-Cash support and guidance to Account Executives (AEs) and Renewal Managers to help execute Sales/Renewal transactions.
- Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate.
- Answer and advise on process & policy questions and effectively communicate requirements to AEs.
- Assist Sales Team in quoting, or creating contracts/orders when required.
- Partner with internal Pricing, Revenue Recognition, Collections, and Legal teams on deal execution as well as advise on negotiations and any customer satisfaction issues.
- Assist AEs in addressing customer satisfaction inquires related to contracts/invoices and product issues, through account research and feedback.
- Work with Sales and Collections to assist with deconstruction and resolution of complex billing issues.
- Assist with onboarding of new team members.
- Apply knowledge, skills and judgment to make difficult decisions and resolve issues.
- Possess strong level of Salesforce application expertise.
- Actively participate in new process development and process improvement projects, as well as other ad hoc projects.
- Work independently on assignments and escalations that are diverse in scope, requiring seasoned judgment in resolving issues, making recommendations, and providing guidance.
- Challenge legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, and formulate creative solutions or work-around based on that analysis.
- Share best practices with and provide cross training for peers, team members and outside business units to enhance the quality and efficiency of support and contribute to the knowledge base.
- Perform calculations as required, related to contract replacement comparisons, credits, and restructures.
- Ensure all approval requests have been properly documented in accordance to Sales Operations processes, escalated to the appropriate approval level, and resolved within SLA.
Requirements:
- 1-2+ years customer order management, sales operations, or sales/customer support experience.
- Contract structuring and Commission Calculation experience.
Nice to Have:
- Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly.
- Demonstrated participation in process improvement initiatives and/or project management experience.
- Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative.
- Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment.
- Extreme attention to detail.
- Ability to clearly articulate case resolutions and actions required by Account Executives.
- Able to use Microsoft suite of tools effectively.
- Salesforce CRM experience a plus.