Process Expert

2 days ago


Bengaluru, India Siemens Full time

**Job Title - Process Expert - Opportunity to Cash**

We provide transactional and digital Opportunity-to-Cash services from lead generation to the collection of incoming payments. We support Siemens businesses in driving top-line growth, profitability, cash conversion and customer intimacy. We are increasing efficiency across different businesses through process reengineering, simplification, digital services and Opportunity-to-Cash integration. We act as one global team, jointly delivering maximum value to our customers as their trusted Partner of Choice by driving E2E processes and digital transformation in an entrepreneurial way.

**Change the future with us**
- Customer Management.
- Responsible for new customer account set up and modifications.
- Works individually within our Customer Relationship Management (CRM) System (Salesforce) to maintain customer and project information.
- Manages our customer survey process.
- As needed, coordinates with other division departments to resolve issues with customers and retain high satisfaction levels.
- Provide support and guidance to sales team when necessary Opportunity Management.
- Review bid solicitation requests from customers and screen them to help determine if they are worth pursuing.
- Create new opportunities in Salesforce CRM.
- Collects / organizes and downloads bidding documents (plans, specifications, ongoing addenda when published for sales.
- Manage opportunities in Salesforce CRM through the sales stages.
- Bid Preparation,
- Assists sales executives with bid documentation and qualifications by completing and reviewing necessary bid forms.
- Assists throughout the entire project risk review process (completing all necessary internal forms/presentations & online Siemens tools).
- If necessary, responsible for working with customer to obtain US Government Federal Acquisition Regulations (FAR) clauses for legal review.
- If necessary, request documents to support a bid submission (e.g. Bid Bonds, Safety Policy, Resumes, Insurance Certificates etc.).
- Coordinate and schedule project review/approval meetings.
- Submission of Opportunities for Booking.
- Prepare and submit project bookings.
- Address questions from the Booking Coordinator as necessary.

**We don’t need superheroes, just super minds**
- Higher Secondary School Certificate required.
- Prefer experience supporting a sales team in construction or engineering.
- Prefer proficiency with Customer Relationship Management Software (Salesforce preferred), SAP and Microsoft Office (Outlook, Word, Excel and PowerPoint).
- Excellent organizational and verbal and written communication skills.
- Able to interpret customer requirements, identify needs and resolve issues in a positive manner.
- Fluent in English language.

**We’ve got quite a lot to offer. How about you?


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