Overview
This role involves managing sales order processing and billing activities to ensure accuracy and compliance with company policies. The position requires collaboration with sales and service teams to resolve order-related issues and support audit processes.
Responsibilities
- Convert approved quotes to orders in Oracle, making necessary adjustments and verifying financial accuracy.
- Review and process change orders, amending sales orders and re-invoicing as required.
- Bill customers according to the terms and conditions of their orders.
- Recognize revenue in compliance with organizational policies.
- Collaborate with cross-functional teams to troubleshoot and resolve sales order issues.
- Maintain electronic filing of customer documentation.
- Work independently with minimal supervision, escalating only complex issues.
- Audit Service Requests closed by Field Service Engineers or Area Service Managers to ensure accurate billing and compliance.
- Work with Service management to minimize concessions and improve service billing accuracy.
- Provide backup information for audit requests as needed.
Requirements
- Experience working with sales teams; knowledge of CRM or ERP systems preferred.
- Proficient in Microsoft Word and Excel.
- Strong communication skills with the ability to build and maintain effective working relationships at all levels.
- Ability to meet deadlines and manage a high volume of work in a fast-paced environment.
- Good judgment, analytical and problem-solving skills with strong attention to detail.
- Associate's degree (2-year) in business or related field, or equivalent experience.
- Minimum of 2 years' experience working with Sales and Service teams.
- Experience with Oracle and Salesforce is highly preferred but not required.
Compensation
- Salary range: $56,600 to $101,900 annually, depending on experience.