Financial Client Services - Specialist & Support (Hybrid, Raleigh, NC Area)

Job description

Who we are

Build a brighter future while learning and growing with a Siemens company at the intersection of technology, community and sustainability. Our global team of innovators is always looking to create meaningful solutions to some of the toughest challenges facing our world. Find out how far your passion can take you.

About the Job

Brightly is seeking a Financial Client Services - Specialist & Support to join our Order to Cash team to assist in the tactical management & collection support that results in an effective and motivated Order to Cash Team (OTC).

The Financial Client Services - Specialist & Support will have a global role working with all regions and departments to ensure compliance and accuracy in the deactivation of client software access. This role is responsible for collaborating closely with the collections, CSC, and Sales team. As well as, documenting policy & procedures, coupled with product development and process improvements.

Attention to detail and compliance, as well as the ability to collaborate with others while discerning the best course of action for Brightly Software and the customer are critical to one’s success in this role.

What you will do

As the Financial Client Services - Specialist & Support, you will own key parts of the overall Deactivation/Cancellation of tactical operations within the Global OTC organization. This will include the collaboration between the OTC and Sales teams, monitoring & taking action on daily, weekly, monthly requests from departmental personnel, troubleshoot and propose resolutions for client accounts. Developing policy and procedures for the role/department.

Responsibilities: All include the timely and accurate process of the following key items:

• Staying current and up to date on Salesforce Cases & Processes
• New Orders – assisting and providing information on clients.
• CCR (ACR) Processing
• Cancellation Processing
• Manually Provisioned – Deactivated Assets
• Contact Change & MIN Requests
• Merging Duplicates Client Accounts
• Maintaining legacy products including but not limited to, test accounts, provisioning, account updates.
• Administrator for iMacros, for the purposes of macro recording, editing, and playback for web automation and testing

What you need

• Demonstrated ability to define, refine & implement processes, procedures, and policies.
• A minimum of 2 years corporate experience.
• Strong analytical & communication skills.
• Strong proficiency with Microsoft Office Suite required (extensive knowledge of Excel required).
• Understanding of CRM (e.g. Salesforce) tools.
• Excellent cross group collaboration skills.
• Must have high attention to detail.
• Have a strong understanding of high impact situations with a sense of urgency when required.
• Strong interest in handling challenging priorities and the ability to organize workload.
• Exhibit sound business judgement, a proven ability to collaborate with others, analytical skills, and a consistent track record of taking ownership and influencing results.
• Able to operate successfully in a lean, fast-paced organization, and to create a vision and organization that can scale quickly.
• Motivated self-started, proactive and action oriented.

What makes you a Standout

• Bachelor’s degree is preferred.
• Proven experience and understanding of the systems/tools utilized for CRM, variable compensation, revenue reporting, sales force automation, etc.
• Experience working within high-growth, technology company.
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The Brightly culture

We’re guided by a vision of community that serves the ambitions and wellbeing of all people, and our professional communities are no exception. We model that ideal every day by being supportive, collaborative partners to one another, conscientiously making space for our colleagues to grow and thrive. Our passionate team is driven to create a future where smarter infrastructure protects the environments that shape and connect us all. That brighter future starts with us.

We celebrate the fact that our people are individuals and have different preferences and needs. If we all thought the same, we would never think of anything new! That’s why we recruit extraordinary minds from all walks of life. We are committed to furthering our culture of diversity, equity and inclusion. We encourage applications from a diverse talent pool including protected veterans or individuals with disabilities. Reach out and we are happy to give the opportunity to discuss flexibility and reasonable adjustment requirements. Many of our team members are working effectively in a remote, virtual environment adding to our ability to offer more flexibility on how you handle your time.

Bring your curiosity and creativity and help us craft tomorrow!

#brightly

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