Review and validate order and sales contract information sources (order forms, agreements, POs, approvals) for completeness and accuracy in accordance to processing SLAs and booking policies.
Ensure accuracy of booked orders regarding the order, sales contract and sales account data in the CRM and ERP systems.
Facilitate provisioning of new accounts and or services and work with Operations to investigate and resolve any provisioning issues.
Provide operational support to sales and other teams with regards to the order lifecycle.
Collaborate with Sales and other internal teams (Finance, Legal, Operations, IT) to resolve day-to-day issues and improve processes in order to exceed operational and performance goals.
Ensure data maintenance and integrity by supporting ad hoc requests to reconcile and or update any order, sales contract, or sales account data discrepancies.
Support period close activities by reviewing booking and open provisioning reports and working with Sales, A/R and or Operations to reconcile any discrepancies related to order information and or provisioning.
Generate, maintain, and analyse order operational reports to calculate and compile metrics to track performance activities and KPIs as well as reports for management.
Investigate and identify opportunities for improvement within the quote-to-cash process that improves service, speed, or cost to optimise the order lifecycle.
Participate and contribute to new process releases and system enhancements by testing and providing operational insight.
Qualifications:
2-4 years relevant order and sales contract operations experience including quote and sales order processing, sales contract management, and opportunity management, with increasing levels of responsibilities (preferably in a software and or SaaS (Software-As-A-Service) sales organisation OR 2-4 years relevant finance and/or accounts receivable experience including order processing and release for billings, contract evaluation and account reconciliation with increasing levels of responsibilities (preferably in a software and or SaaS (Software-As-A-Service) sales organisation.
Prior experience with CRM/ERP tools and systems.
Familiarity with the end-to-end quote to cash cycle.
Familiarity with maintaining and operating SOX controls, Internal Audit and evaluating financial documents preferred
Proficiency in Microsoft Office suite; Excel, Word, and PowerPoint, required.
Experience with Visio or other process flow application and in DocuSign or other document signing application a plus.
