Process contracts and orders through Salesforce, and the order entry system to provide clients with their deliverables and invoices
Understand and adhere to all corporate guidelines for pricing, legal, product, Gold Notes, SOX, and country-specific laws
Review and help prepare Sales Agreements with Sales before presenting to clients; provide updated language, calculate credits for re-writes, and recommend edits or further approvals as needed
Work with all business units to obtain missing approvals and key data, ensuring maximum sales bookings for the month/quarter
Coordinate with License Management and Onboarding teams to ensure timely activation of client deliverables
Process manual billing each month and follow up with Sales/Clients for Purchase Orders
Electronically file all emails and contractual documentation
Serve as the go-to resource for navigating Salesforce QCO tools
Help sellers with best practices and alternatives when facing quoting challenges
Assist in change management strategies that promote adoption and business readiness across Salesforce
Provide real-time training and coaching to improve Salesforce understanding and usage
Identify and drive process improvements.

Associate degree or equivalent work experience
3+ years of related office experience in Customer Service, Sales Support, or General Accounting
Proficient in all Microsoft software: Oracle and CRM system knowledge (Salesforce) is a plus
Excellent oral and written communication skills
The ability to communicate with a diverse audience at various levels and across countries and cultures within the organization
Effective listening skills and excellent customer service
Strong initiative and ability to work in a fast-paced, high-pressure environment
Excellent time management skills and ability to meet tight deadlines
Strong analytical and problem-solving skills; attention to detail
Ability to adapt to a constantly changing environment
Strong interpersonal skills; strong team player
Ability to build strong internal and external business partnerships.

Order Management, Billing Specialist

Key skills