OTC Operations Analyst managing the order to cash process at Green Street. Supporting invoicing, collections, and compliance activities within a dynamic team.
Responsibilities
Support each stage of the order to cash cycle including opportunity review, agreement review, fulfillment, invoicing and collections, all in a timely and accurate manner
Reviews Opportunities in Salesforce and cross reference with contracts
Handles Client Operations Salesforce Case Queue requests within the established timeframe
Manages SFDC and NetSuite customer data clean-up to ensure accuracy
Handles internal onboarding documentation for new customer accounts
Process client access requests for new and existing clients and ensures account access is setup per service level agreement
Collaborate with the Compliance Department to ensures the required compliance documents for new accounts are validated and acknowledged by the compliance department
Suspends clients with pending payments and reinstate as payments are received
Handle trial account activation and deactivation requests
Post client invoices to SFDC
Assist with invoices and billing reconciliation as needed
Manages events partner programs
Handles the “Shared Group” email inbox daily
Assists with Collections activities for past due accounts for Subscription and Advertising Clients
Acts as general backup for other OTC Client Operations members. Should be flexible, may handle inbound/outbound calls related to Accounts Receivable
Requirements
Bachelor’s Degree or relevant experience
Apply a customer centric mindset to drive team’s performance and priorities to deliver an optimal customer experience
Creative problem solver who is comfortable with ambiguity and maintains a drive for continuous process improvement
Excellent verbal and written communication skills; ability to actively listen, champion change, communicate status, issues risks and opportunities with leaders
Experience with NetSuite and Salesforce is a plus.
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