- Effectively manage day-to-day tasks to ensure opportunities progress to revenue as quickly as
- possible, including assisting with processing of orders in our CRM tool, coaching sellers on the
- gatekeeper checklist, collaborating with team members to share best practices, and leading all
- PO Mgmt & Tracking activities
- Day-to-day tasks consist of reviewing opportunities in gatekeeper que for accuracy &
- completeness, ensuring a smooth handoff of opportunities to finance counterparts, requesting
- client modifications or adjusting block/unblock status, processing new material code requests,
- Help spotlight deficiencies in the quote to invoice cycle; includes evaluating the integration of
- CRM and Finance platforms and assisting with training support of our selling teams to ensure
- their first-time right success rate moves towards 100%
- Partner closely with major business functions across the quote to invoice life cycle including
- Finance and Sales to resolve order questions and process orders within defined service level
- agreements and without error
- Drive compliance with company policies, business rules and revenue recognition principles.
- Effectively manage numerous requests concurrently and on deadline; includes managing
- expectations and escalating delays to leader in timely manner.
- Build and utilize deal tracking and status reports with a sharp focus on details to identify
- bottlenecks in the quote to invoice cycle and alert sellers to stale opportunities to help maximize
- revenue.
- Proactively identify opportunities to improve the order process, resolve inconsistencies and give
- insightful feedback to cross functional stakeholders in an effort to improve efficiency in the
- order cycle