Finance Operations Coordinator ConnectWise

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

General Summary: The Finance Operations Coordinator provides support for the Finance Operations team and is responsible for contract review, agreement creation, license provisioning, and invoicing. This role works in partnership with the cross-functional teams to complete new client billing set-up, billing adjustments, contract review, service ticket assignment, dispatch, licensing, auditing, and reconciliation for partners and vendors. Essential Duties & Responsibilities: Provides support to cross-functional teams, with a high attention to detail May assist in training and/or leading new team colleagues Reviews and processes sales contracts and orders Maintains data integrity and proper deal economics in Salesforce Reviews and provisions license keys as per the sales contracts Revises billing configuration for partners Generates monthly invoices for partners Conducts account research and analysis Escalates issues to the appropriate points as needed to ensure complete customer satisfaction Responds to partner questions Cross-trains with other team members to help provide relief when a team member is out or when workload sees higher volume than normal Knowledge, Skills, and/or Abilities Required: Ability to perform routine situations and procedures with limited supervision Excellent customer service skills Strong team player with ability to build positive and collaborative relationships within the organization Ability to follow and reinforce Standard Operating Procedures while proactively identifying issues and inconsistencies Understanding of general billing and contract terms and procedures Ability to work well in an environment with firm deadlines Results-oriented Ability to multi-task and easily adapt to procedural changes Ability to work both independently and as part of a team Strong communication skills, both written and verbal, with the ability to diffuse situations Educational/Vocational/Previous Experience Recommendations: Requires broad knowledge of job procedures and tools 2+ years of relevant experience Working Conditions: Hybrid Shift Timing: 7 PM to 4 AM,

Posted 1 week ago

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