OTC Specialist Int - Monterrey, México - Blue Yonder

Descripción

Overview

• Completes customer profiles in Customer Support CRM so that it accurately represents installed product contractual data.

Scope:

• Ensures all products are distributed or shipped to each customer on a daily basis with appropriate contacts.
• Enters all contracts/POs (standard and non) and amendments/credits in Accounting System on a daily basis.

What you'll do:

• Ensures agreements have the appropriate revenue holds in place and are flagged for integration into financial systems accordingly.
• Requests and maintains shipping notifications.
• Provides supporting details and approvals prior to processing.
• Research past entitlement history where needed and reviews accounting matters with other departments as needed.
• Validates and enters contracts (standard and non) and amendments within BY's order entry system daily and following checklist procedures to help with timely processing and follow up as needed.
• Enters all customer, company, agent, projects, activities and engagements into the appropriate Accounting System ensuring there are no duplicates.
• Generates and mails invoices to customers as scheduled. Maintains shipping notifications and tracking numbers in both the Accounting System and the contract file.
• Participates and follow-up in the investigation of bill process or invoice generation issues.
• Processes all required amendments to contracts.
• Provides a high level of customer service to internal and external customers.
• Reviews accounting matters with other departments as needed.
• Updates all billing activity in accounts receivable and general ledger.

What we are looking for:

• Proficiently English (speak, write, and read).
• Proficient with Excel and other Microsoft Office Applications.
• Willing to work overtime and the occasional weekend as needed.

#LI-Remote