Partnership Renewal and Financial Operations Specialist
1 week ago
About Ideagen
Ideagen is a global leader in software solutions that empower organizations to achieve their goals. Our software helps ensure the safety and quality of products, protect people's lives, and make businesses more efficient.
We are seeking a highly motivated and skilled Internal Renewals & Partner Specialist to join our finance team in India. The successful candidate will be responsible for supporting the partner management function and managing various responsibilities including order entry, partner administration, Salesforce Management, financial reporting, liaising with external departments, and supporting partners.
Key Responsibilities:
- Manage partner orders, entry into salesforce, renewals, and license files in a timely manner.
- Oversee partner finance functions, including referral payments, raising POs, invoice management, and payment updates.
- Communicate updates to partners on order processing, support issues, and invoice updates.
- Develop and improve partner processes across internal systems.
- Oversee salesforce process, hygiene, and support the sales team with entering partner orders.
- Consolidate monthly/quarterly reporting on revenue, pipeline, and churn across business lines.
- Support partners with enquiries, escalating issues, and resolving challenges internally.
- Administrate partner agreements, authorization letters, partner consultancy agreements, and technology partner documentation.
- Create and manage credit notes and align with internal systems.
- Work closely with the Partner Management Team, Accounting, Tax, Support, and Legal teams to ensure regular and timely updates to the group.
- Ensure all reporting is accurate and timely, and in line with company policies and best practices.
- Renewals and other activities as required from time to time.
Requirements:
- Experience of order entry within Salesforce.
- Thorough knowledge of accounting concepts, systems, and procedures.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Experience producing detailed reporting for senior management.
- Strong critical thinking skills, basic accounting principles knowledge, documentation skills, research, and resolution skills, data analysis, and multi-tasking skills.
Desired Skills:
- Understanding of technology-based organizations advantageous, ideally SaaS.
- Working knowledge of Salesforce and Zuora.
Estimated Salary: ₹800,000 - ₹1,200,000 per annum, depending on experience and qualifications.
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