Sales Order Processing Specialist - CallRevu : Job Details

Title:Sales Order Processing SpecialistLocation:Remote**WHO IS CALLREVU**

CallRevu helps thousands of automotive dealers in the U.S. cultivate their customer experience on the phone. CallRevu gives dealers valuable insights into their callers journey by tracking, monitoring, listening to, summarizing, alerting, and reporting on dealership phone calls to monitor call performance. With our robust data and reporting, we are able to coach and enhance the callers experience to help dealers increase market share, customer retention, and profitability in all phases of dealership operations. Created and managed by a team of automotive and technology professionals, CallRevu partners with some of the best known and highest performing dealerships across the U.S. to not only report issues and outcomes, but fix them. * Reviews sales order documentation (i.e. contracts, customer purchase orders, professional services proposals, etc.) submitted by sales and/or client services team members to ensure all required sales documentation is provided and is complete and accurate.

* Performs quality review of submitted documents to ensure the sales order, contract, and the customer financial documents do not conflict with CallRevus policies and are reflected accurately within SalesForce (SFDC), NetSuite, and other internal CallRevu systems as required.

* Remediates quotes to facilitate the processing of customer orders and coordinates the resolution of discrepancies with various cross-functional departments (i.e. sales or client services teams) and ensures their timely resolution. This includes making corrections as needed to avoid extended hold periods for customer orders.

* Maintains accurate customer contact and billing terms information in appropriate CallRevu systems.

* Participates in cross-functional projects as required to drive continuous improvements in CallRevus order-to-cash processes.

* Maintains thorough and up-to-date documentation for sales order processing steps and procedures.

* Serves as a subject matter expert (SME) to assist leadership in process creation and improvement. This includes making recommendations for improvement to ensure best practices.

* Supplements and supports team efforts in other departmental workstreams (i.e. SFDC case management, customer service, month-end close, collections, etc.).

* Processes on-time month bill run cycles which include reviewing and validating the accuracy of the invoices before sending to customers.

* Reviews billing activity change reports to ensure changes to existing customer invoices are accurate.

* Processes monthly bills for non-standard billing customers (i.e. SAF and GM iMR).

* Maintains accurate billing information on customer accounts.

* Ensures special billing instructions are documented and entered in any appropriate CallRevu systems.

* Monitors customer email box and manages billing group ticket queue. This includes meeting and/or exceeding established SLA for ticket response times.

* Ensures timely and thorough investigation and resolution of any billing issues. Escalates issues as necessary.

* Completes analysis of complex payment or billing issues and effectively resolves problems as well as proactively investigates payment and billing issues and suggests solutions to enhance the customer experience.

* Reviews and remediates customer refunds and billing adjustments.

* Builds relationships with internal and external customers to research and respond to billing/invoice inquiries and/or issues.

* Reviews Avalara tax reports to ensure proper application of state and local sales and use tax.

* Ensures proper application of usage billing business rules of our customers.

* Maintains thorough and up-to-date documentation for billing process and procedures.

* Represents the interest of the billing team in cross functional meetings.

* Bachelors degree in Business, Accounting, or related field of study or equivalent combination of experience and education.

* 2 to 4 years of experience in a billing operation and/or sales order processing support role.

* Intermediate to advanced knowledge of Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.

* Intermediate to advanced knowledge of Salesforce, NetSuite, or other CRM and/or billing products commonly used in a sales organization.

* Strong computer skills with the aptitude to learn and navigate new software programs, tools, and applications.

* Energetic, go-getter with strong abilities to build relationships, follow up on requests, and complete tasks.

* Strong organizational skills with the ability to manage multiple projects and tasks simultaneously, while maintaining a forward-thinking mindset to understand upcoming needs of the accounting and sales teams.

* Strong attention to detail and the ability to multi-task and respond to changing needs as they present in a fast-paced environment.

* Excellent communication skills, both written and verbal.

* Ability to partner with multiple departments within the organization to ensure cross-departmental communication and synergy.

* Strong research and analytical skills to review the integrity of data in multiple programs and applications used by the accounting and sales teams.

* Ability to work both independently and as part of a team in a remote environment.

* Ability to work collaboratively in a professional manner with internal and external colleagues while maintaining the necessary level of communication.

* Ability to align to CallRevus goals, Mission, Vision, and Values to support the sales initiatives and organizational needs.