Do you love to solve problems and find better ways of getting things done? Do you love asking 'why' about pretty much everything? And does it make you happy when things are perfectly aligned and standardized? Can you pick the small pieces to create a big picture? Do you have the tendency to look into the end-to-end issue rather than just focusing on an incident? If so, then this role might be for you.
About You:
- The Order Management Specialist is responsible for the entire order life cycle (quote submission, order processing, per missioning, and billing) while providing support to the account team and associated client base. This includes meeting requirements and deadlines in an accurate and timely manner, and ensuring customer satisfaction throughout the quote to billing process.
- Responsible for the quote to billing process, this function is the main administrative support role for sales and clients.
- The OMS takes actions to ensure all client positions are accurate for sales reporting, order and billing processing, and client management.
- The OMS understands full functionality of quote/order management systems. Working closely with clients, sales, and other internal teams the OMS proactively seeks to meet daily and monthly goals.
- This role utilizes project management skills in coordination with organizational and relational abilities to promote excellence in teamwork and service.
- Required :4 years to 6 years of relevant experience in Order Management /Billing
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Essential Responsibilities ,
- Order Management Create, Issue, and Manage the Quote to Billing process
- Work with Sales and Legal as appropriate to prepare contract & applicable side letters, including uploading into document housing systems.
- Obtain information required to process order (user data, product reference details, installation details, exchange requests, billing dates, sales codes, billing account contacts)
- Ensure appropriate approvals are in place prior to quote submission
- Ensure any off-line pricing calculators and/or product-specific checklists are completed prior to quote submission
- Verify equipment needs, communication requirements and general client needs, making sure to provide timeframes and set client expectations accordingly
- Escalate all delays to internal departments where interaction is required.
- Implement release of billing for all services and charges
- Ensure DAD/Access Statement changes are communicated to sales and processed per the Global guidelines
- Account Maintenance: Maintain accurate client site billing & location details, and contact/user records on internal systems
- Monitor & cleanse sales order admin database regularly
- Reconcile out of date Opportunities to orders. Provide timely support and resolutions regarding Data and Compliance issues
- Review Free Trial expiration notices with account teams
Relationship Management
- Establish key client relationships in order to facilitate improved administration and customer satisfaction
- Manage and resolve external & internal queries relating to quote/order status, client account information/permissioning, and compliance issues
- Assist clients with Data Access Declarations and Access Statements
- Partner with relevant groups to participate in pending book meetings, ensuring follow-up actions are completed
- Liaise with sales and clients for issues relating to customer administration issues Act as mentor/coach to new hires and existing staff as required
Project Management
- Establish communication between internal and external groups - Provide timeline and set expectations
- Coordinate orders, permissioning, training, and billing
- Consult with product teams, trainers, and systems support to identify service-impacting issues
- Contribute to new process releases and system enhancements by providing insight and performing tests
- Work with Head Offices and other regional CA groups on global deals Provide insight to Global Project Managers to ensure processes and contracts take in to consideration the specific regional requirements
- Work with Sales and Client to identify time-saving and cost-saving opportunities where needed.
About You,
- Graduate/Post Graduate in Accounting with 4 to 6 years of relevant experience in Accounting/Customer to Cash operations.
- Necessary industry experience & associated number of years of experience
- Good problem-solving skills, written and verbal communication skills.
- Proven ability to form strong customer relationships, an understanding of customer focus and service delivery
- Good knowledge of MS Office and ERP (applicable AR systems)
- Must possess and demonstrate exceptional organizational and communications skills
- Ability to work independently on multiple activities, showing appropriate level of prioritization and escalation skills
What's in it For You?
You will join our inclusive culture of world-class talent, where we are committed to your personal and professional growth through:
Hybrid Work Model: We've adopted a flexible hybrid working environment for our office-based roles while delivering a seamless experience that is digitally and physically connected
Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance: flexible vacation, two company-wide Mental Health Days Off; work from another location for up to a total of 8 weeks in a year, 4 of those weeks can be out of the country and the remaining in the country, Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.
Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.
Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.
Social Impact: Eight employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.
Purpose Driven Work: We have a superpower that we've never talked about with as much pride as we should - we are one of the only companies on the planet that helps its customers pursue justice, truth and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
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Do you want to be part of a team helping re-invent the way knowledge professionals work? How about a team that works every day to create a more transparent, just and inclusive future? At Thomson Reuters, we've been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world's most global news services - Reuters. We help these professionals do their jobs better, creating more time for them to focus on the things that matter most: advising, advocating, negotiating, governing and informing.
We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments that celebrate diversity and inclusion. At a time when objectivity, accuracy, fairness and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.
Accessibility
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
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