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Order to Cash Operations Associate

Order to Cash Operations Associate

ConfidentialHyderabad / Secunderabad, Telangana
30+ days ago
Job description

Roles & Responsibilities :

Customer Onboarding & Support :

  • Act as the primary point of contact for new customer onboarding, ensuring a seamless process from start to finish.
  • Ensure that all customer information is complete and accurate , proactively following up with customers and account owners when data is incomplete.
  • Assist customers with onboarding them as a vendor in their system, ensuring all necessary steps are completed efficiently.
  • Coordinate with cross-functional teams (e.g., finance, legal, IT) to gather required documents and information such as W-9 forms , bank letters , and other necessary onboarding materials.
  • Communicate with the billing and invoice delivery team to capture purchase order (PO) and / or invoice delivery requirements (e.g., specific portals, delivery methods).

Stakeholder Collaboration & Process Management :

  • Collaborate proactively with customers and cross-functional teams to identify and address any bottlenecks impacting the onboarding experience.
  • Monitor the setup progress of accounts and provide clear guidance on the next steps to both customers and internal teams.
  • Continuously improve onboarding processes by identifying inefficiencies and developing creative solutions to enhance the customer experience.

    • Customer Experience & Performance :

  • Demonstrate a track record of meeting objectives , embracing new challenges, and ensuring customer satisfaction throughout the onboarding journey.
  • Focus on delivering a fantastic customer experience , communicating clearly, and effectively managing multiple tasks while maintaining attention to detail.
  • Analyze and creatively solve problems, ensuring customer needs are addressed promptly and efficiently.

    • Operational Responsibilities :

  • Solve routine problems largely through precedent and referring to general guidelines.
  • Interact primarily with your own team and direct supervisor .
  • Work with moderate levels of instruction on daily tasks and detailed instructions for new assignments.
  • Make decisions that impact your own work, ensuring individual contribution to team success.
  • Be an individual contributor within a team, focusing on a predetermined and focused scope of work .

    • Shift Work :

  • Be aware that this role may require working in rotational shifts to accommodate various customer needs and time zones.

    • Professional & Technical Skills :

  • Strong Communication Skills : Both verbal and written communication skills are essential for interacting with customers, stakeholders, and internal teams.
  • Analytical Thinking : Ability to analyze situations, identify issues, and come up with creative solutions to resolve onboarding challenges.
  • Time Management : Ability to prioritize, multitask, and manage your time effectively in a fast-paced environment.
  • Attention to Detail : Strong focus on ensuring accuracy and completeness in all customer information and documentation.
  • Process Improvement : Passionate about identifying inefficiencies and finding ways to improve processes to enhance customer experience.

    • Experience Requirements :

  • Proven customer service or customer onboarding experience is preferred.
  • Ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Experience working with cross-functional teams and navigating internal systems to gather required information.
  • Previous experience with invoicing and billing systems (such as handling POs or invoices) is a plus.
  • Comfortable working in rotational shifts as required by the role.

    • Skills Required

    Billing, Customer Support

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    Associate Order Cash • Hyderabad / Secunderabad, Telangana