Demo

Cust Contract Admin

CodeForce360
San Diego, CA Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 5/5/2025

Essential Responsibilities :

  • Working closely with Sales, Contracts and Implementation / Service teams on pre and post-deal asset / deal change requests for Dispensing Customer Orders
  • Manage incoming Term Begin Date Adjustment requests for strategy, creation, processing and validation
  • Process and coordinate all Lease Buyout Requests activities – system termination, RMA pick up and Cash Application
  • Analyze and process all executed Assignment Agreements based on revenue recognition rules
  • Coordinate post-deal activities and ensure smooth handover with Portfolio team counterparts for successful customer relationship, billing, and collection activities
  • Review and release contract Customer Order Credits for compliance
  • Manage Cancelled Sales Order requests – escalation for approval, processing of transactions
  • Manage Equipment Confirmation transactions related to revenue recognition
  • Provide support for all Dispensing RMA requests
  • Manage incoming RMA requests for strategy, creation, processing and validation
  • Analyze data according to RMA protocol and provide results to Sales
  • Coordinate and create de-implementation timelines
  • Collaborate with logistics regarding physical pick up of equipment
  • Data Analysis to identify the population of contracts that require manual termination related to returns
  • Escalate exception return requests for approval
  • Communicate and properly set the expectation of when billing will cease for a return order
  • Support Field and Logistics with processing Move Forms (Review assets, Ensure site relationship, Submission)
  • Create quotes for reimplementation as needed for moves
  • Process Assignments

Maintain current knowledge of Dispensing business strategy and contracting practices, policies and procedures including but not limited to the following :

  • sales cycle
  • installation and applicable implementation procedures
  • billing / revenue management
  • system and transactional procedures
  • General understanding of revenue recognition guidelines and accounting principles.
  • Support field team in contract-related items and supporting asset-level analysis
  • Advise on complex system and deal strategy
  • Aim to protect Client interests (margin, risk, policy, etc.), escalating as needed
  • Proactively manage and prioritize work within your queue to effectively execute on daily operations
  • Ensure all cases and credits are completed by end of month deadlines
  • Track and report on pending workload cases and credit worklists
  • Participate in departmental goal-setting and seeing through to completion
  • Participate in peer training and peer review activates as needed
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