Customer Success Finance Jr Lead

hace 2 semanas

Saltillo, México Johnson Controls A tiempo completo

**Job Details**

The **Customer Success Lead **will support key relationships between Sales, Credit/Collections and Customers for the Ducted Systems (“DS”) business. The objective is to build productive customer selling relationships while minimizing credit risk and enhancing the customer experience. Improving communication and proposing process improvements between DS and the Regional Business Center (“RBC”) is essential.

**Principal Duties**:

- Partner with customers to determine gaps in DS OTC processes and procedures to better support their business and foster a productive vendor/supplier relationship.
- Perform root cause analysis on issues impacting DS billing/collection/account reconciliation efforts and key performance metrics. Lead the implementation of improvement programs.
- Perform financial risk assessments for DS account portfolio to determine the amount of reasonable risk regarding a particular customer. Proactively monitor customer financial performance and payment term compliance to ensure credit posture is commensurate with risk and business requirements.
- Assist the RBC with training needs and documentation of end-to-end OTC processes (Credit, Collection, and Cash Application).
- Participate in internal audits of the Branch and RBC performance to verify adherence to DS Processes and Policies and to ensure SOX compliance.
- Lien rights Audit and Compliance for the active projects.
- Credit limits audit per SOX compliance with financial analysis.
- Subject matter expert on the Credit and Collections processes and tools, such as ERP, platforms.
- Perform audits to ensure activities for cash app are being correctly completed. This includes: unapplied payments, refunds, escheatment process and BMG netting.
- Managing outstanding unallocated payments, as Non-AR payments.
- Support GBC team for cash related questions and resolution of issues.
- Audit Cash Collected is being properly reported.
- Assist in customer dispute escalations from the RBC and build collection plans for distressed/delinquent customer receivables. Take more detailed look at the situations.
- Keep a control of the general necessities of the RBC team and assist Operations in meeting set goals for the month.

**REQUIREMENTS**:

- Bachelor's Degree in a related field, or equivalent combined education and / or experience.
- Excellent communication and presentation skills - written & verbal (English language).
- Strong analytical, problem-solving, and time management skills.
- Customer service focus and demonstrated ability to partner with customers.
- Limited travel domestically and internationally.
- Proficiency in MS Office Suite (especially Excel), GetPaid, and ERP’s (SAP preferred).
- Johnson Controls does not request pregnancy or HIV testing as a requirement for admission, permanence or promotion. _

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