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Order and Billing Operations Specialist
hace 2 meses
The Order and Billing Analyst will be responsible for managing the tasks of reviewing, inputting, and invoicing customer orders. This individual will process hardware, software, subscription, education, professional services, and maintenance orders. They will utilize the tools and processes designed for order management and maintain compliance with all corporate policies involving order transactions.
Key Responsibilities- Provide backup to the manager while they are on leave.
- Develop into the expert on the Customer Order and Billing processes and be the lead person for training.
- Handle any escalation issues.
- Execute the defined order process and conduct effective interaction with sales teams while maintaining compliance with corporate policy.
- Generate customer invoices for assigned accounts accurately and in a timely manner.
- Recognize the requirements for any special invoicing provisions in the customer contract and react accordingly.
- Review customer order documentation for order acceptance; ensure appropriate documentation is received and complies with corporate order and revenue policies.
- Assist in the resolution of relevant outstanding accounts receivable and collection issues.
- Read and analyze various customer contract provisions that impact the order process and invoicing requirements.
- Ensure purchase orders are accurately reflected in the system.
- Learn and operate the various software and systems used to process all customer orders (Oracle Order management, Oracle Contract for Services, and several other in-house systems).
- Create and maintain customer order jackets containing all required documentation.
- Process Return Material Authorizations (RMA's) within 5 business days of receiving requests.
- Solve issues involving order processing. Provide outstanding order processing service to the sales teams.
You will work with a very diverse and cross-functional team with high performance and problem-solving abilities, enabling you to provide excellent customer service even during fast-paced shifts.
