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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Crm Executive Updater Services Uds

4.0 - 5.0 years

4 - 8 Lacs

Pune, Maharashtra, India

On-site

Key Responsibilities: Claims Processing & Documentation CRM Goodwill Claims: Approve/Reject claims in e-Dealer on a daily basis. Execute claim processing cycles on the 1st & 16th of each month. Collect, sort, and verify dealer invoices. Export summary sheets for the previous 15-day period. Create standard templates and credit notes in the E-workflow system. Submit hard copies to the accounts department. Obtain and share payment details with respective dealers. Maintain dealer-wise CRM utilization reports. Special Approval & CCR Claims: Approve/Reject claims after reviewing invoices as per GST format. Maintain provision records shared by CRM team. Prepare credit notes and ensure timely submission to accounts. Follow up with accounts for payments and communicate with dealers. Monitor and report on CCR budget consumption. Transcars Star Ease Claims: Review and approve service estimates from dealers. Collect and verify supporting documents and invoices. Maintain claim records as per approvals. Generate templates and credit notes in the E-workflow. Submit hard copies to finance/accounts. Obtain payment details and share with dealers. Prepare utilization reports for Transcars Star Ease. Other CRM Activities Provision & Maintenance Invoices: Submit related invoices to the accounts department. Reporting: Prepare monthly Complaint Ratio and Courtesy Car reports. Maintain dealership complaint data and gather inputs on courtesy car usage. Desired Candidate Profile: 45 years of relevant experience in CRM or claim processing within the automobile industry. Strong knowledge of claim processing, GST norms, and dealer management. Proficient in Excel, e-Dealer, and E-workflow systems. Detail-oriented with strong documentation and reporting skills. Effective communication and coordination abilities. Key Skills: CRM Goodwill / CCR Handling Claim Verification & Processing Dealer Coordination Invoice Validation & GST Compliance Credit Note Preparation Report Generation (Excel) E-Dealer / ERP / E-Workflow Proficiency Budget Monitoring Complaint Ratio & Courtesy Car Reporting Time Management & Attention to Detail

Posted 3 weeks ago

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