Finance Crediting Analyst
hace 1 mes
At Qualtrics, we create software the worldâs best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platformâwe are the creators and stewards of the Experience Management category serving over 20K clients globally. Building a category takes grit, determination, and a disdain for conventionâbut most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.
When you join one of our teams, youâll be part of a nimble group thatâs empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You wonât have to look to find growth opportunitiesâready or not, theyâll find you. From retail to government to healthcare, weâre on a mission to bring humanity, connection, and empathy back to business. Join over 6,000 people across the globe who think thatâs work worth doing.
The Qualtrics Finance Team is looking for that special someone who can leverage their financial knowledge with their love of customer experience to add value to our organization. Do you want to have a huge impact on the companyâs financial practice and grow your SaaS skills? Then this is the role for you
We are looking for a full-time Finance Specialist who can work across internal teams, solve complex problems, and make the sales and renewal cycle a fantastic experience for our stakeholders. Our team is key for ensuring the accuracy of company sales, renewals, and financial forecasting, and we need the right person to join our unstoppable force.
Expectations for Success- Youâll be a detailed oriented, strategic thinker, who is organized, and who can communicate effectively both written and verbally.
- Youâll communicate technical or complex situations and policy to those that arenât experts in that area.
- Youâll understand how your role impacts upstream and downstream teams and drive process improvements and efficiencies.
- You'll contribute to the accuracy of our companyâs billings and forecasting.
- Youâll partner with our stakeholders across finance, sales, and customer success to solve problems utilizing your expertise of internal Average Annual Cloud Value (ACV) bookings and quota relief policies, stakeholder management, and finance best practices.
- Youâll be customer obsessed and make interactions with your stakeholders a professional and respectful experience.
- Youâll manage your time to respond to a high volume of stakeholder requests within response timelines (SLAs) and in accordance with monthly accounting close deadlines.
- Youâll work in a team and will contribute to a positive and inclusive team environment.
- Billing Systems Proficiency: Experience with enterprise billing and invoicing systems, with a preference for knowledge of NetSuite/Salesforce.
- Analytical Skills: Solid problem-solving and analytical abilities to review sales opportunities, contracts, and quotes accurately.
- Financial Knowledge: Understanding of finance processes and ability to manage the billing cycle for new business.
- Data Management: Competency in managing finance cases, handling key performance indicators, and participating in the monthly close process.
- Technical Proficiency: Knowledge of Google Suite (Gmail, Google Docs, etc.) and prior experience with enterprise applications.
- Communication Skills: Excellent interpersonal and communication skills to collaborate with various teams, partner with sales representatives, and support training of new team members.
- Customer Focus: Customer-centric mindset and business acumen to facilitate a smooth process for clients and address billing-related queries.
- Adaptability: Ability to work independently, be a fast learner, and thrive in a dynamic environment, demonstrating adaptability to change.
- Team Collaboration: Strong team player, collaborating closely and cross-functionally with different teams and departments.
- Problem-Solving Orientation: Proactively identify process gaps or inefficiencies, driving improvements and owning strategic projects to enhance team functionality.
- Accounting
- Business Administration
- Finance
- Business
- Desired: 2 - 3 years in a full-time job in a shared services role such as Billing, AP, Collections, Accounting, Treasury or Procurement
Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.
Applicants in the United States of America have rights under Federal Employment Laws: Family & Medical Leave Act, Equal Opportunity Employment, Employee Polygraph Protection Act
Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.
Not finding a role thatâs the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise You'll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit.
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