[FWA943] - Order Management Specialist

[FWA943] - Order Management Specialist

03 feb
|
Thomson Reuters
|
Xico

03 feb

Thomson Reuters

Xico

Responsible for the implementation of the entire order to billing process and for providing ongoing order management support for sales and clients.
- Aligned to a designated client base and is accountable for building relationships with internal and external customers, playing a key role in improving service results.
- Confirms all client orders are correct for sales and financial reporting and is accountable for adhering to SOX compliance controls and 3rd party guidelines.
- Manage the entire end to end order life cycle, including order preparation, order monitoring, permissioning and billing/credits/cancellations for new and renewal orders.
- Obtain information required to process orders (user data, product reference details,



installation details, exchange requests, billing dates, sales codes, billing account contacts).
- Ensure appropriate technical and commercial approvals are in place.
- Provide research and support for billing disputes, ensuring issues are resolved according to departmental guidelines (which may include Service Level Agreements).
- Ensure any off-line pricing calculators and/or product-specific checklists are completed.
- Verify equipments needs, communication requirements and general client needs, making sure to provide time-frames and set client expectations accordingly.
- Manage backorders with internal partners, escalating all delays where interaction is required.
- Make sure forecasted install and billing effective dates are accurately uploaded into tracking tool (based on local tools).
- Implement release of billing for all services and charges.
- Maintain accurate client site billing & location details, and contact/user records on internal systems.
- Reconcile out of date Opportunities to orders.




- Provide timely support and resolution regarding Data and Compliance issues.
- Establish key client and sales relationships in order to facilitate improved administration and customer satisfaction.
- Assist in annual renewals processing, including analyzing pricing, reviewing amendments and invoicing.
- Manage and resolve external & internal queries relating to quote/order status, billing, client account information/permissioning, and compliance issues.
- Lead ad hoc initiatives with relevant groups, ensuring customer requests are successfully implemented.
- Complete UAT testing and regression testing.
- Spot trends and make recommendations for enhancing systems and procedures.
- May review Free Trial expiration notices with account teams.
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