Business Career Services

About The Job

Brightly is seeking a Financial Client Services - Specialist & Support to join our Order to Cash team to assist in the tactical management & collection support that results in an effective and motivated Order to Cash Team (OTC).

The Financial Client Services - Specialist & Support will have a global role working with all regions and departments to ensure compliance and accuracy in the deactivation of client software access. This role is responsible for collaborating closely with the collections, CSC, and Sales team. As well as, documenting policy & procedures, coupled with product development and process improvements.

Attention to detail and compliance, as well as the ability to collaborate with others while discerning the best course of action for Brightly Software and the customer are critical to one’s success in this role.

What You Will Do

As the Financial Client Services - Specialist & Support, you will own key parts of the overall Deactivation/Cancellation of tactical operations within the Global OTC organization. This will include the collaboration between the OTC and Sales teams, monitoring & taking action on daily, weekly, monthly requests from departmental personnel, troubleshoot and propose resolutions for client accounts. Developing policy and procedures for the role/department.

Responsibilities: All include the timely and accurate process of the following key items:

• Staying current and up to date on Salesforce Cases & Processes
• New Orders – assisting and providing information on clients.
• CCR (ACR) Processing
• Cancellation Processing
• Manually Provisioned – Deactivated Assets
• Contact Change & MIN Requests
• Merging Duplicates Client Accounts
• Maintaining legacy products including but not limited to, test accounts, provisioning, account updates.
• Administrator for iMacros, for the purposes of macro recording, editing, and playback for web automation and testing
  
  

What you need

• Demonstrated ability to define, refine & implement processes, procedures, and policies.
• A minimum of 2 years corporate experience.
• Strong analytical & communication skills.
• Strong proficiency with Microsoft Office Suite required (extensive knowledge of Excel required).
• Understanding of CRM (e.g. Salesforce) tools.
• Excellent cross group collaboration skills.
• Must have high attention to detail.
• Have a strong understanding of high impact situations with a sense of urgency when required.
• Strong interest in handling challenging priorities and the ability to organize workload.
• Exhibit sound business judgement, a proven ability to collaborate with others, analytical skills, and a consistent track record of taking ownership and influencing results.
• Able to operate successfully in a lean, fast-paced organization, and to create a vision and organization that can scale quickly.
• Motivated self-started, proactive and action oriented.
  
  

What makes you a Standout

• Bachelor’s degree is preferred.
• Proven experience and understanding of the systems/tools utilized for CRM, variable compensation, revenue reporting, sales force automation, etc.
• Experience working within high-growth, technology company.

Apply Here