Customer Relationship Associate

5 days ago

Bengaluru, India PowerSchool Group LLC Full time

Overview:
The Order Management department at PowerSchool manages the order processing and Accounts Receivable (Invoicing) functions for the company. The team’s core responsibilities are all new and renewing sales order bookings, invoicing, and credit memo processes. The Customer Relationship Associate will directly report to the Director, Order Management and will be responsible for maintaining customer data in both SalesForce and Netsuite.

The Customer Relationship Associate is responsible for performing audits on purchase orders and ensuring that both systems of record have purchase orders applied. They are expected to review purchase orders, interpret terms and conditions, make judgments when needed and ensure invoices and bookings have correct PO numbers applied for payment. The Customer Relationship Associate will also be responsible for gathering tax exemption certificates from our customers and updating system fields as needed. As a key part of the Finance Operations team, the Customer Relationship Associate will be working cross-functionally with other teams to work on customer purchase order requests and ensure accurate contact information is upheld in PowerSchool’s CRM.

**Responsibilities**:
Essential duties and responsibilities include the following. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Review contracts/quotes/purchase orders and ensure purchase order numbers are filled out correctly and accurately
- Once a purchase order is received by the customer, move sales deal to a closed stage to invoice customer according to PO
- Ensure customer data in SalesForce and NetSuite are complete, correct, and current
- Meet department service level agreements on response times
- Gather tax exemption certificates from customers and update system notes as required
- Consistently perform at or above productivity and quality standards as set by management
- Manage company’s purchase order process and update stakeholders accordingly
- Drive continuous improvement through process efficiency suggestions
- Monitor and manage their individual productivity and quality metrics
- Provide superior customer service to all internal and external business partners
- Ensure you understand and can execute on all key concepts and company policies
- Assist with trainings as needed
- Watch for and recommend process improvements
- Other projects as assigned by leadership
- Report success, opportunities and variances to Director, Order Management and discuss as needed

Qualifications:
To be considered for and to perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.

Qualifications include:

- 0-3 years of experience in Order Management, Customer Success, or other Operational role
- Bachelor’s Degree in Accounting, Business Administration or Finance
- Proficient skills in Microsoft Office
- Excellent communication, negotiation, and interpersonal skills
- Ability to multi-task and meet strict deadlines
- Flexibility to work overtime, including nights and/or weekends for month/quarter end
- Demonstrated initiative to proactively identify issues and develop solutions for PowerSchool
- Experience in SalesForce and/or NetSuite platform is a plus

EEO Commitment:

- ._

LI-BP1

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