OTC Specialist
2 weeks ago
Job Title: OTC Specialist
The OTC Specialist is responsible for the order to cash process, including customer setup, install base management, quotes, invoices, renewals, and credits.
This role interacts with internal and external customers, requiring effective communication across deal desk, sales, and customer success teams.
- Process and coordinate global customer orders, including quotes, orders, invoices, and checks for product compatibility.
- Work closely with the Deals Desk, Sales, and Finance to ensure orders are processed according to customer contracts.
- Perform medium to complex problem-solving on orders, ensuring a consistent look and feel for customers.
- Responsible for performing activities such as customer setup, third-party PO requisition, and uploading customer invoices.
Requirements:
- Bachelor's degree in Accounting or Finance preferred.
- At least 5 years of experience in quote-to-cash processing or similar roles.
- Expertise in Google Sheets and Microsoft Excel, with knowledge of ERP systems, Salesforce, and billing systems.
- Excellent communication, problem-solving, and critical thinking skills.
Additional Information:
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