Finance Customer Support Analyst (6 month contract)

Key Responsibilities:

• Work the contract renewal process with the sales team and Customer Success Management teams.
• Complete non-commercial changes on customer accounts: Sales role/rep, Amendment type/reason.
• Complete commercial changes on customer accounts: Quantity change, Rate/price changes, product corrections.
• Complete creation and corrections of account lines, location, account line merging/splitting.
• Complete Sales Order approvals and compliance checks on quotes including verification of legal ownership and co-signing contracts.
• Complete location organization moves - making sure that dates are accurate and subscriptions are cancelled as necessary. Track in facility changes object.
• Complete Maintenance Mode quoting.
• Complete Onboarding calls for all new organizations and facilities.
• Perform special projects and correction for Finance Transformation team.
• Interface with Sales and Finance to create quotes and Sales Orders in NetSuite legacy system until all customers are moved to Salesforce.
• Manage customer-initiated changes and coordinate with project, sales and finance teams.
• Ability to determine impacts of customer account changes on monthly recurring revenues and support transactional changes with adequate documentation.
• Regular interaction with the Customer Success Management, Sales and Project teams to fully understand client issues and determine best method to process request.

Required Experience:

• Bachelor degree in Business, Finance, Accounting or related experience
• Salesforce or NetSuite experience is an asset
• Demonstrated experience working with customers on account and billing issues, including reconciliation, identifying billing inconsistencies, etc.
• Strong organization skills and great attention to details
• Excellent time management skills and prioritization skills
• Demonstrated ability to work with internal and external stakeholders in a customer-service oriented setting.
• Excellent communication skills, strong listening and interpersonal skills