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The role of the Order Management and Billing Analyst (OBA) is to assist the sales force in submitting completely accurate order data, and to identify all elements of a transaction for analysis, manage the tasks of reviewing, inputting, and invoicing customer orders. OBA will process hardware, software, subscription, consulting, professional services, and maintenance orders. The OBA will use the tools and processes designed for order management and maintain compliance to all corporate policies involving order transactions. Ensure the sourcing of orders follow the expected shipment date as per business needs, communicate with hardware suppliers and delivery/logistic teams, support order management process in terms of invoicing based on invoice triggers in our ERP, and ensure all documentation is properly stored in the appropriate systems. The OBA will keep apprised of the status of cloud provisioning, and trigger invoicing per customer agreements and orders aligned to our corporate policies.
Job Responsibility:
Assist Sales Teams in securing proper order documentation for execution into systems
Ensure system configuration and pricing on purchase order is consistent with contract
Review contract to determine all elements of the transaction
Add proper product IDs to order for any bundled items (Subscriptions, Hardware, Software, Services, etc.)
Ensure all related orders are built in our systems / ERP for appropriate booking and invoicing
Execute the defined order process and conduct effective interaction with Sales teams, while maintaining compliance with corporate policy
Generate customer invoices for assigned accounts in an accurate and 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 order is accurately reflected in system
Process Return Material Authorizations (RMA’s) within the SLA
Solve issues involving order processing
Provide outstanding order processing service to the account teams
Action and update tasks per SLA and procedures
Ensure the direct communication with all stakeholders, including customers, as needed, to ensure on-time delivery of services, hardware, software and invoices
Solve/coordinate issues to ensure the billing happens on time
Analyze trends in workflow to identify discrepancies and process improvement opportunities
Assist with audits to maintain our compliance
Requirements:
An exemplary level of ethics
Excellent oral and written communication skills
Ability to lead problem solving activity
The ability to manage stress without it negatively effecting work quality or professional demeanor
Knowledge of Microsoft Office tools, especially Excel
English language is must
Excellent organization skills and a high level of comfort handling details
Ability to coordinate and prioritize multiple tasks successfully in a fast-paced environment
Knowledge of, or the ability to learn, all order related software and system tools
Excellent work attendance records and habits
Ability to think creatively and adapt well to change
Ability to read, analyze and understand customer contracts, corporate policies, and miscellaneous order documentation