Analista de Faturamento SR managing billing processes and financial reports in LATAM. Seeking innovation and operational efficiency in a diverse work environment.
About the role
- Order Management Specialist supporting sellers with Salesforce Quote, Configure, and Order tools. Ensuring compliance with company guidelines and driving process improvements.
Responsibilities
- Process contracts and orders through Salesforce, and the order entry system to provide clients with their deliverables and invoices
- Understand and adhere to all corporate guidelines for pricing, legal, product, Gold Notes, SOX, and country-specific laws
- Review and help prepare Sales Agreements with Sales before presenting to clients; provide updated language, calculate credits for re-writes, and recommend edits or further approvals as needed
- Work with all business units to obtain missing approvals and key data, ensuring maximum sales bookings for the month/quarter
- Coordinate with License Management and Onboarding teams to ensure timely activation of client deliverables
- Process manual billing each month and follow up with Sales/Clients for Purchase Orders
- Electronically file all emails and contractual documentation
- Serve as the go-to resource for navigating Salesforce QCO tools
- Help sellers with best practices and alternatives when facing quoting challenges
- Assist in change management strategies that promote adoption and business readiness across Salesforce
- Provide real-time training and coaching to improve Salesforce understanding and usage
- Identify and drive process improvements.
Requirements
- Associate degree or equivalent work experience
- 3+ years of related office experience in Customer Service, Sales Support, or General Accounting
- Proficient in all Microsoft software: Oracle and CRM system knowledge (Salesforce) is a plus
- Excellent oral and written communication skills
- The ability to communicate with a diverse audience at various levels and across countries and cultures within the organization
- Effective listening skills and excellent customer service
- Strong initiative and ability to work in a fast-paced, high-pressure environment
- Excellent time management skills and ability to meet tight deadlines
- Strong analytical and problem-solving skills; attention to detail
- Ability to adapt to a constantly changing environment
- Strong interpersonal skills; strong team player
- Ability to build strong internal and external business partnerships.
Benefits
- Generous PTO
- 401k match up to $7,200 per year
- Opportunity to purchase company stock at a discount
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