Senior Order Desk Specialist I
- Webpt
- 3 - 5 years
- Hyderabad
- 3 months ago
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Job Description
- Review and audit credit requests, ensuring that all supporting documentation, including contract and invoice history, is complete and accurate.
- Conduct detailed audits of contract terms and invoices to verify the requested credit value aligns with the agreement and company policies.
- Serve as the senior point of contact for complex, high-priority, or sensitive member cases, demonstrating expertise in problem-solving and escalation management.
- Work directly with customers, account managers, and internal teams to ensure a resolution that meets both customer needs and company policies.
- Manage and support the quote-to-cash process for all new account signups and existing account amendments, ensuring accuracy and efficiency at every stage.
- Using SalesForce, verify signed agreements against system quotes, ensuring accuracy of products, pricing, promotions or discounting, term dates, and additional terms.
- Review contract billing events for proper entry in SFDC against customer contract.
- Track any pending contractual issues, billing issues, or pending invoices and work with other departments to make the necessary corrections.
- Assist with manually correcting invoices and credits as needed.
- Respond to a variety of account related questions quickly and accurately via case management and email.
- Accurately fulfill member requests to account changes in a timely manner. This includes facilitating the quote to cash process for license adjustments, module adjustments, location adds, cancellations, account restructures, invoice requests etc.
- Adhere to all confidentiality and compliance regulations, including HIPAA.
- Associates degree or equivalent combination of education and experience
- 3-5 years relevant professional level work experience, ideally in Order Management or Deal Desk functions
- Advanced MS Office skills required (Outlook, Excel, Word, etc.)
- Ability to work in multiple accounting software systems such as Salesforce and Sage Intacct
- Ability to identify process improvement opportunities and recommendations
- Experience with Salesforce
- Experience reviewing contract terms and customer quotes preferred
- Experience reconciling customer invoices to customer contracts preferred
- 3-5 years of experience in a high volume, high intensity environment preferred
- Service: Create Raving Fans
- Accountability: Follow Up; Own Up
- Attitude: Possess True Grit
- Personality: Be Minty
- Work Ethic: Be Rock Solid
- Community Outreach: Give Back
- Health and Wellness: Live Better
- Resource Efficiency: Do Ms With Menos
Job Classification
Industry: Software ProductFunctional Area / Department: Customer Success, Service & OperationsRole Category: Non VoiceRole: Technical Support - Non VoiceEmployement Type: Full timeContact Details:
Company: WebptLocation(s): Hyderabad
Keyskills: Order management Administration Process improvement Billing HIPAA Wellness SAGE MS Office Auditing Salesforce
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Our story: Infosys BPM is a global leader in business process management.\n\nReimagining business processes with next-generation digital services\n\n Infosys BPM Limited, a wholly owned subsidiary of Infosys Limited (NYSE: INFY), was established in April 2002. We offer integrated end-to-end transfor...
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