Workday Operations leader ensuring quality and governance of foundational Workday data. Leading the support model and collaborating with various internal teams for streamlined operations.
About the role
- OTC Operations Analyst managing the order to cash process at Green Street. Supporting invoicing, collections, and compliance activities within a dynamic team.
Responsibilities
- Support each stage of the order to cash cycle including opportunity review, agreement review, fulfillment, invoicing and collections, all in a timely and accurate manner
- Reviews Opportunities in Salesforce and cross reference with contracts
- Handles Client Operations Salesforce Case Queue requests within the established timeframe
- Manages SFDC and NetSuite customer data clean-up to ensure accuracy
- Handles internal onboarding documentation for new customer accounts
- Process client access requests for new and existing clients and ensures account access is setup per service level agreement
- Collaborate with the Compliance Department to ensures the required compliance documents for new accounts are validated and acknowledged by the compliance department
- Suspends clients with pending payments and reinstate as payments are received
- Handle trial account activation and deactivation requests
- Post client invoices to SFDC
- Assist with invoices and billing reconciliation as needed
- Manages events partner programs
- Handles the “Shared Group” email inbox daily
- Assists with Collections activities for past due accounts for Subscription and Advertising Clients
- Acts as general backup for other OTC Client Operations members. Should be flexible, may handle inbound/outbound calls related to Accounts Receivable
Requirements
- Bachelor’s Degree or relevant experience
- Apply a customer centric mindset to drive team’s performance and priorities to deliver an optimal customer experience
- Creative problem solver who is comfortable with ambiguity and maintains a drive for continuous process improvement
- Excellent verbal and written communication skills; ability to actively listen, champion change, communicate status, issues risks and opportunities with leaders
- Experience with NetSuite and Salesforce is a plus.
Benefits
- Additional health & life insurance
- food voucher
- Multisport card
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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