Order Processing and Management:
- Lead the order management & billing process for new Ads products, partnership deal types, and other LOBs coming into OTC scope.
- Collaborate with tech and engineering teams to automate customer onboarding, contract review, order generation, and billing.
Billing:
- Oversee billing operations, including invoice generation and T&Cs accuracy. Once completed, the invoice delivery team will send out invoices to our B2B Customers in a timely manner.
- Work closely with Sales to reconcile billing discrepancies, eliminate disputes and ensure compliance with accounting standards.
- Ensure successful hand off and collaboration of billable data to local e-invoicing teams.
Management:
- You will closely work with the BPO organization to ensure best in class results are achieved on this OTC Module while ensuring Customer satisfaction and Stakeholder alignment
- Development of Order Management & Billing team into subject matter experts for Ads and Partnership deals.
Process Enhancement and Optimization:
- Identify opportunities to improve Order Management & Billing, implementing best practices to enhance efficiency and accuracy.
- Collaborate with FinTech and Engineering teams to evaluate, enhance, or implement systems and tools to streamline order management and billing workflows.
Reporting and Analysis:
- Develop and maintain KPIs and metrics related to order management and billing processes, providing regular reports and insights to leadership.
- Analyze data to identify trends, areas for improvement, and opportunities for cost reduction or revenue enhancement.
Basic Qualifications
- 6+ years of professional experience
- BA/BS or equivalent experience in Accounting or Finance related field
- Previous experience in Process Improvement, BPO Management, ERP Implementation
Preferred Qualifications
- 10+ years of professional experience in Order Management, Billing, or a similar role within OTC operations, including leading and managing a sizable team.
- Extensive experience in collaborating cross-functionally, specifically in interfacing partnerships with Sales Operations or related departments to drive synchronized and efficient workflows.
- Excellent communication skills, and evidenced ability to communicate with varied audiences in making the complex simple. Proven track record in consulting and influencing with internal business clients, external customers, and a wide range of external service providers, including Business Process Outsourced (BPO)
- A sharp sense of the broader picture, the ability to think strategically and connect the end-to-end scope to design ad hoc process and Policies to support in a fluid and efficient way the aspirations and strategies of the LOBs
- Compelling leadership capabilities evidenced by the ability to gain the trust of partners, negotiate with, influence, and motivate a diverse group of partners of varying levels
- Experience working in a high-growth, high-volume organization
- Familiarity with ERP and OTC software solutions such as Oracle, Salesforce etc.
- Proficient in Microsoft Office Suite, with advanced expertise in Excel
- Strong understanding of internal controls, including Sarbanes Oxley compliance
- Experience or active exposure to advanced technologies e.g., Machine Learning, AI, RPA etc. is a must
- Expertise in SQL with demonstrable expertise in writing complex queries, stored procedures, and functions across multiple database systems
- Certification in relevant areas (e.g., Six Sigma, Project Management) is a plus.
For Chicago, IL-based roles: The base salary range for this role is USD$114,000 per year - USD$127,000 per year.
For Dallas, TX-based roles: The base salary range for this role is USD$114,000 per year - USD$127,000 per year.
For San Francisco, CA-based roles: The base salary range for this role is USD$127,000 per year - USD$141,000 per year.