Processing Specialist
As a Provisioning Specialist you will be responsible for processing completed customer contracts and configuration of customer accounts. Your day to day will include being part of the sales order cycle and working closely with our fast paced Go-to-Market and Contract teams to ensure that customer orders are completed quickly and accurately. You’re somebody who not only understands the needs of our business, but also understands the needs of our customers and does what it takes to make sure they’re set up for success.
Your Daily Adventures Will Include
- Provisioning customer seats and configuring customer accounts in accordance with contracts in a timely and accurate manner
- Resolving support tickets according to established guidance
- Reconciling customer system configuration against contracts
- Building and running reports to show consistency between customer configuration and contracts
- Building and maintaining process documentation for all instance management and seat provisioning related workflows
- Coordination and communication with Go to Market teams to understand process issues and drive consistency
- Partnering with Sales and Product & Engineering to continuously improve and automate workflows
Basic Qualifications
- You have experience working with customer account configurations
- You have experience with contracts and understanding of terminology
- You have extraordinary attention to detail and quality of your work
- You have experience working with a ticketing system
- You have phenomenal customer service skills
- You have experience working with sales and billing teams
- You are organized and process oriented
- You enjoy documenting and optimization of processes
- You have strong communication skills and experience working with cross functional teams
- You can identifying broken process and facilitate clean up
- You are comfortable escalating to leadership as needed
Preferred Qualifications
- SaaS contract and account maintenance experience
- 2 years experience with order processing workflows
- You have used remote working tools such as Zoom and Slack
- Proven experience with process improvement
- Proven experience with auditing and reconciliation of data
Why You’ll Love It Here
• Generous medical, dental, and vision coverage for full-time employees and their dependents
• Flexible time off
• 401k to help you save for the future
• Company-organized and personal paid volunteer days to support the community that supports us
• Fun company and team outings (or virtual events these days!) because we play just as hard as we work
• Diversity and inclusion programs that promote employee resource groups like OWN (Outreach Womxn's Network)
• A parental leave program that includes not just extended time off but options for a paid night nurse, food delivery, gradual return to work, and the Gottman Institute's Bringing Home Baby course for new parents
• Employee referral bonuses to encourage the addition of great new people to the team
• Plus, unlimited snacks and beverages in our kitchen (once we're back in the office, that is!)
• We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status
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