LanceSoft
Customers Contracts Admin
LanceSoft, San Diego, CA, United States
Customers Contracts Admin
Pay $31/hr based on experience
Job is a Hybrid role. In the office Monday, Tuesday, Wednesday & Thursday
• Work hours: 7:30-4:00 (this is negotiable once they start, depending on traffic)
• Contract to Hire
Must have:
MMS Asset Management
Commercial Contracting
Excel, Analytical Skills & Quick Learner
Accountabilities and Essential Responsibilities in this Role
This position oversees the management and analysis of Dispensing assets, quotes, and contracts before and after deal signature, with tasks that ensure correct billing and deal handling, in addition to the tracking of all non-standard customer order credit analysis and release. This position also oversees the administrative tasks needed to verify Equipment Confirmations essential for revenue recognition, accounting, and SOX compliance, as well as the cross functional coordination of the Dispensing Return Material Authorization (RMA) process.
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:
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 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
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
Pay $31/hr based on experience
Job is a Hybrid role. In the office Monday, Tuesday, Wednesday & Thursday
• Work hours: 7:30-4:00 (this is negotiable once they start, depending on traffic)
• Contract to Hire
Must have:
MMS Asset Management
Commercial Contracting
Excel, Analytical Skills & Quick Learner
Accountabilities and Essential Responsibilities in this Role
This position oversees the management and analysis of Dispensing assets, quotes, and contracts before and after deal signature, with tasks that ensure correct billing and deal handling, in addition to the tracking of all non-standard customer order credit analysis and release. This position also oversees the administrative tasks needed to verify Equipment Confirmations essential for revenue recognition, accounting, and SOX compliance, as well as the cross functional coordination of the Dispensing Return Material Authorization (RMA) process.
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:
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 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
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