Customer Account Lifecycle Analyst
Customer Account Lifecycle Analyst
Posted on :
11-01-2025
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1 Vacancy
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Job Description
Description:
Commercial Title: Customer Account Lifecycle Analyst
Intake call notes:
Why do you need to hire for this role Is this a new position or a backfill
This is a backfill for a previous position.
Is this a remote onsite or hybrid position
Hybrid local to Cary NC or Malvern PA. Requires 12 days in the office.
Is travel required
No.
How many years of experience are required
Minimum of 4 years.
How soon do you need to fill this role
ASAP.
How quickly do you plan on interviewing candidates and what is the interview process (e.g. manager interview only team interview phone and video interview etc.)
One interview with a panel of 35 managers.
Are there standard working hours or are they flexible
Standard hours: 8 AM 5 PM Monday to Friday.
What are the 5 musthave skills for this position
1. Background in accounting or finance.
2. Ability to learn quickly and adapt to processes.
3. Proactive in identifying issues and solutions.
4. Understanding complex processes and issues with a lot of training and learning material.
5. Networking and collaboration skills experience working with large teams and consistent volume.
6. Analytical skills for root cause analysis.
What are your nicetohave skills for this position
Experience with SAP Click tools scripting PowerBI automation software.
Additional Information:
Degree in accounting or finance and relevant experience.
Maximum of 20 candidates shortlisted.
Experience working with sales and service teams.
For the position of Customer Account Lifecycle Analyst to manage a territorys asset records for the lifecycle of the contract and/or T&M service events to ensure accurate books and records and enhance customer satisfaction..
Your Role:
You will own the ordertoinvoice relationship with external customers for asset service contract and T&M events.
You will lead improvement and digitalization projects within the organization leveraging tools like Robotic Process Automation PowerBI and Winshuttle
You will build relationships with internal customers such as Sales Reps Regional Service Managers; Performance Controlling to effectively manage assigned territory.
You will collaborate with Collections department as needed to facilitate payment from customers for disputed invoices
You will conduct and support problem research using CAPA processes and RCCA (Root Cause & Corrective Action) tools and methodologies
You will understand IFRS rules and research booking activity to determine appropriate action to resolve discrepancies.
Your Expertise:
We will consider all levels of experience (BS/BA in business or related field preferred)
Experience with process improvement digitalization project management or similar functions.
Analytical skills with ability to apply problem solving techniques creativity and critical thinking to drive continuous improvement
Understanding of basic accounting and finance principles.
Ability to work with business analytics tools conduct data analysis and recommend solutions
Proficient with MS Office tools (Excel required; PowerApps preferred)
Strong interpersonal skills and ability to communicate and work with all organizational levels
Strong change management capabilities
Experience: 4 years Knowledge: Deep professional knowhow and experience in one Sub Job Family. Masters domain. Transfers and applies knowhow to / in various contexts. Solid professional judgment and problem solving competence. Improves existing processes and approaches
Intake call notes:
Why do you need to hire for this role Is this a new position or a backfill
This is a backfill for a previous position.
Is this a remote onsite or hybrid position
Hybrid local to Cary NC or Malvern PA. Requires 12 days in the office.
Is travel required
No.
How many years of experience are required
Minimum of 4 years.
How soon do you need to fill this role
ASAP.
How quickly do you plan on interviewing candidates and what is the interview process (e.g. manager interview only team interview phone and video interview etc.)
One interview with a panel of 35 managers.
Are there standard working hours or are they flexible
Standard hours: 8 AM 5 PM Monday to Friday.
What are the 5 musthave skills for this position
1. Background in accounting or finance.
2. Ability to learn quickly and adapt to processes.
3. Proactive in identifying issues and solutions.
4. Understanding complex processes and issues with a lot of training and learning material.
5. Networking and collaboration skills experience working with large teams and consistent volume.
6. Analytical skills for root cause analysis.
What are your nicetohave skills for this position
Experience with SAP Click tools scripting PowerBI automation software.
Additional Information:
Degree in accounting or finance and relevant experience.
Maximum of 20 candidates shortlisted.
Experience working with sales and service teams.
For the position of Customer Account Lifecycle Analyst to manage a territorys asset records for the lifecycle of the contract and/or T&M service events to ensure accurate books and records and enhance customer satisfaction..
Your Role:
You will own the ordertoinvoice relationship with external customers for asset service contract and T&M events.
You will lead improvement and digitalization projects within the organization leveraging tools like Robotic Process Automation PowerBI and Winshuttle
You will build relationships with internal customers such as Sales Reps Regional Service Managers; Performance Controlling to effectively manage assigned territory.
You will collaborate with Collections department as needed to facilitate payment from customers for disputed invoices
You will conduct and support problem research using CAPA processes and RCCA (Root Cause & Corrective Action) tools and methodologies
You will understand IFRS rules and research booking activity to determine appropriate action to resolve discrepancies.
Your Expertise:
We will consider all levels of experience (BS/BA in business or related field preferred)
Experience with process improvement digitalization project management or similar functions.
Analytical skills with ability to apply problem solving techniques creativity and critical thinking to drive continuous improvement
Understanding of basic accounting and finance principles.
Ability to work with business analytics tools conduct data analysis and recommend solutions
Proficient with MS Office tools (Excel required; PowerApps preferred)
Strong interpersonal skills and ability to communicate and work with all organizational levels
Strong change management capabilities
Experience: 4 years Knowledge: Deep professional knowhow and experience in one Sub Job Family. Masters domain. Transfers and applies knowhow to / in various contexts. Solid professional judgment and problem solving competence. Improves existing processes and approaches
8 AM to 5 PM
Yes
Employment Type
Full Time
Key Skills
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