SaaS Financial Operations Specialist

hace 3 semanas


Xico, México Qualtrics A tiempo completo

Qualtrics is a leading provider of experience management software, empowering the world's best brands to deliver exceptional frontline experiences, build high-performing teams, and design products people love.

We're on a mission to bring humanity, connection, and empathy back to business, and we need talented individuals like you to help us achieve this vision.

The Finance Shared Services Center in Mexico is a key pillar of our Finance organization, enabling us to maximize efficiency, effectiveness, and quality of finance processes while delivering global end-to-end process standards.

This role plays a critical part in ensuring the accuracy of company sales, renewals, and financial forecasting. As a Financial Operations Specialist, you will work across internal teams, solve complex problems, and make the sales and renewal cycle a fantastic experience for our stakeholders.

You will have opportunities to develop your leadership skills, inspire and motivate within your team, expand your horizons by gaining exposure to diverse work cultures and global business practices, and become a strategic partner by building strong relationships with senior leadership and contributing to Qualtrics' overall success.

This role offers a competitive salary of $90,000 - $110,000 per year, depending on your level of experience, as well as a range of benefits including health insurance, retirement plan, and paid time off.

**Key Responsibilities:**

  • Manage the billing cycle for all new business
  • Review sales opportunities to verify contracts and quotes, ensuring they are accurate and complete
  • Manage finance cases requested by the sales organization on individual sales opportunities
  • Partner with sales representatives who close deals
  • Partner with other sales support groups, including Deal Desk, Commercial Finance, Data Teams, and Onboarding
  • Proactively identify process gaps or inefficiencies and drive improvements
  • Facilitate a smooth process for clients to pay for their licenses
  • Assist the QFSS Qualtrics Cash Collections team in resolving complex billing issues and dispute cases
  • Participate in monthly close process
  • Provide periodic key performance indicator updates to senior management

**Requirements:**

  • 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 monthly close process

**What You'll Get:**

  • A competitive salary and comprehensive benefits package
  • Ongoing training and development opportunities
  • The chance to work with a talented team of professionals
  • The opportunity to contribute to the success of a leading company

We're looking for a highly skilled and motivated individual to join our team. If you're passionate about finance and operations, and have a strong desire to make a meaningful impact, please submit your application today.



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