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Credit Notes and Re-Invoicing Specialist

hace 2 meses


Ciudad de México, Ciudad de México Westcon Mexico, S.A. de C.V. A tiempo completo
About the Role

We are seeking a highly motivated and detail-oriented Credit Notes and Re-Invoicing Analyst to join our team at Westcon Mexico, S.A. de C.V. This role will be responsible for providing entry-level first call response for solutions pricing and quoting of simple solutions requests for customers within assigned territory or is accountable for territory-focused relationship-based customer transactions in support of a large group with more complex solutions.

Key Responsibilities
  • Provides the first call response focused on providing pricing and quoting the customer-identified solution.
  • Engages with the customer to understand the scope of the solution request.
  • Utilizes entry-level knowledge and tool sets to configure, price, quote, and process requests for specific hardware, software, services for identified configuration design solutions.
  • Creates and delivers initial solutions to the customer, determining and communicating lead time and delivery based on product availability, build lead times, etc.
  • Provides assigned-territory customers with information to assist in making additional decisions regarding hardware, software, services, and/or services renewal and warranty.
  • Adheres to customer program requirements utilizing customer contract information to ensure enforcement of terms, freight, inventory, pricing, etc.
  • Supplies final adjusted design solution pricing based on applicable programs, promotions, and add-ons.
  • Uses internal resources to resolve or escalate all pertinent pre-sales issues, e.g., credit, engineering, etc.
  • Refers requests for product education and product alternatives outside of their area of knowledge to others.
  • Follows up on all opportunities and monitors the pipeline activity to close within the identified forecast period.
  • Contributes information to forecast consolidations.
  • Participates in planning and reviews for customers in the assigned territory.
  • Implements actions identified by management to resolve identified budget gaps.
  • Maintains integrity of customer information in TD SYNNEX systems, as appropriate.
Requirements
  • Demonstrated entry-level working knowledge of product, pricing, customer service, and sales strategy.
  • Demonstrated entry-level working knowledge of simple configuration solutions design, including tools, products, and services, practices, procedures, and methods.
  • Demonstrated ability to identify and use appropriate tools to price simple configuration requests.
  • Demonstrated working knowledge of sales and quoting systems.
  • Demonstrated verbal, written, interpersonal communications skills sufficient to work in a successful team environment and effectively interface with supplier and customer representatives by telephone and e-mail.
  • Demonstrated working-level attention to detail and the ability to organize, prioritize, and accomplish multiple tasks based on identified process requirements.
  • Ability to perform mathematical calculations.
  • Knowledge of distribution industry.
What We're Looking For
  • One (1) year of experience in a configuration, sales, or other related role with extensive customer service interface in a technical or product support role within a computer products, system solutions-related distribution business or similar environment.
Education and Certification(s)
  • Associate Degree in business, IT, or related field OR an equivalent combination of formal education, training, and directly related job experience.
  • Product/supplier certifications as required.
Distinguishing Characteristic(s)
  • This position provides entry-level first call response for assigned territory customers.
What's In It For You?
  • Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
  • Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
  • Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
  • Diversity, Equity & Inclusion: It's not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
  • Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
  • Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.