Demo

Customer Contract Admin

Software Technology Inc.
San Diego, CA Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 5/3/2025
  • 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 :
  • o sales cycle

    o installation and applicable implementation procedures

    o billing / revenue management

    o 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 BD 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
    • Qualifications / Hard skills

    • BA / BS required (in lieu of a Bachelor’s Degree, minimum seven years’ business experience)
    • Minimum 3 years of experience in contracting and / or system and deal analysis
    • General understanding of commercial contract management, including contract strategy development, negotiations, and policy development
    • Knowledge of Qlikview
    • Knowledge of SharePoint
    • Knowledge of SalesForce
    • Knowledge of ERP and CRM systems
    • Expert / Advanced Level Excel skills
    • Basic Microsoft Office skills
    • Word
    • Outlook
    • OneNote
    • Soft Skills

    • Strong verbal and written communication
    • Ability to think critically
    • Ability to adapt to change
    • Ability to problem solve with efficiency
    • Strong organizational and Time Management skills
    • Strong personal motivational skills
    • Ability to work with others in a Team environment as well as independently
    • Ability to work under pressure
    • Strong work ethic
    • Ability to multi-task
    • Strong Attention to Detail

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