OTC Specialist Int

hace 4 semanas

Monterrey, México Blue Yonder A tiempo completo
Overview:

  • Completes customer profiles in Customer Support CRM so that it accurately represents installed product contractual data.

Scope:

  • Ensures all products are distributed or shipped to each customer on a daily basis with appropriate contacts.

  • Enters all contracts/POs (standard and non) and amendments/credits in Accounting System on a daily basis.

What you'll do:

  • Ensures agreements have the appropriate revenue holds in place and are flagged for integration into financial systems accordingly.

  • Requests and maintains shipping notifications.

  • Provides supporting details and approvals prior to processing.

  • Research past entitlement history where needed and reviews accounting matters with other departments as needed.

  • Validates and enters contracts (standard and non) and amendments within BY's order entry system daily and following checklist procedures to help with timely processing and follow up as needed.

  • Enters all customer, company, agent, projects, activities and engagements into the appropriate Accounting System ensuring there are no duplicates.

  • Generates and mails invoices to customers as scheduled. Maintains shipping notifications and tracking numbers in both the Accounting System and the contract file.

  • Participates and follow-up in the investigation of bill process or invoice generation issues.

  • Processes all required amendments to contracts.

  • Provides a high level of customer service to internal and external customers.

  • Reviews accounting matters with other departments as needed.

  • Updates all billing activity in accounts receivable and general ledger.

What we are looking for:

  • Proficiently English (speak, write, and read).

  • Proficient with Excel and other Microsoft Office Applications.

  • Willing to work overtime and the occasional weekend as needed.

#LI-Remote

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