Qualtrics
At Qualtrics, our mission is to build technology that closes experience gaps.
Provo, UT, USA

Crediting Senior Specialist

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At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 20K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.
When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 6,000 people across the globe who think that’s work worth doing.



Senior Specialist, Crediting


Why We Have This Role

The Qualtrics Finance Team is looking for that special someone who can leverage their financial knowledge with their love of customer experience to add value to our organization. Do you want to have a huge impact on the company’s financial practice and grow your SaaS skills? Then this is the role for you! 

We are looking for a full-time Finance Specialist who can work across internal teams, solve complex problems, and make the sales and renewal cycle a fantastic experience for our stakeholders. Our team is key for ensuring the accuracy of company sales, renewals, and financial forecasting, and we need the right person to join our unstoppable force.


How You’ll Find Success

  • You’ll be a detailed oriented, strategic thinker, who is organized, and who can communicate effectively both written and verbally. 
  • You’ll communicate technical or complex situations and policy to those that aren’t experts in that area.
  • You’ll understand how your role impacts upstream and downstream teams and drive process improvements and efficiencies. 
  • You'll contribute to the accuracy of our company’s billings and forecasting.


How You’ll Grow

  • You’ll partner with our stakeholders across finance, sales, and customer success to solve problems utilizing your expertise of internal Average Annual Cloud Value (ACV) bookings and quota relief policies, stakeholder management, and finance best practices.
  • You’ll be customer obsessed and make interactions with your stakeholders a professional and respectful experience. 
  • You’ll manage your time to respond to a high volume of stakeholder requests within response timelines (SLAs) and in accordance with monthly accounting close deadlines. 
  • You’ll work in a team and will contribute to a positive and inclusive team environment.


Things You’ll Do

  • Communication: Excellent interpersonal and communication skills to collaborate with various teams, partner with sales representatives, and support training of new team members.
  • Customer Focus: Customer-centric mindset and business acumen to facilitate a smooth process for clients and address billing-related queries.
  • Adaptability: Ability to work independently, be a fast learner, and thrive in a dynamic environment, demonstrating adaptability to change.
  • Team Collaboration: Strong team player, collaborating closely and cross-functionally with different teams and departments.
  • Problem-Solving Orientation: Proactively identify process gaps or inefficiencies, driving improvements and owning strategic projects to enhance team functionality.


What We’re Looking For On Your Resume

  • Bachelor's Degree in Accounting, Finance, Business, Business Administration, or similar
  • 1-3 years in a full-time job in a shared services role such as Billing, AP, Collections, Accounting, Treasury or Procurement
  • Billing Systems Proficiency: Experience with enterprise billing and invoicing systems, with a preference for knowledge of NetSuite/Salesforce.
  • Analytical Skills: Solid problem-solving and analytical abilities to review sales opportunities, contracts, and quotes accurately.
  • Financial Knowledge: Understanding of finance processes and ability to manage the billing cycle for new business.
  • Data Management: Competency in managing finance cases, handling key performance indicators, and participating in the monthly close process.
  • Technical Proficiency: Knowledge of Google Suite (Gmail, Google Docs, etc.) and prior experience with enterprise applications.

 

What You Should Know About This Team

  • This team is made up of incredible individuals within The Financial Validation and Crediting Team, which handles QR/ACV allocation and SCR application. We are a diverse and ambitious group who drives positive impact throughout Qualtrics on a global scale.
  • We take pride in our ability to strategically partner with business leaders across the company, as well as external partners.

 

Our Team’s Favorite Perks and Benefits

  • Qualtrics Experience Program - $1,800 for an experience of your choosing (eligible after a year)
  • We take pride in our offices design aiming at fostering creativity from our rooftop views to an open and collaborative workspace.
  • 30 paid days off - 15 PTO + 5 Personal Days + 10 Holiday Closures
  • On top of standard benefits package (medical employees and their families, dental, vision, life insurance, etc) we provide snacks, drinks, and free lunches in our office
  • We believe in sharing Qualtrics success which is part of the compensation for all employees

 

The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life.

Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic

Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act


Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.

Qualtrics Work Experience - As we look to the future, we believe that our teams are better together. Being together will help us learn more, grow faster and ultimately deliver better results for our customers and Qualtrics. Roles tied to an office location work 4 days per week in the office together and 1 day from home, with a strong spirit of flexibility around taking time for personal, health, and family moments in our work weeks. Our managers work with their teams to create a collaborative, engaged work environment, and arrangement that works for each of our team members.

Not finding a role that’s the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise! You'll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit.

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What are Qualtrics Perks + Benefits

Qualtrics Benefits Overview

We recognize the importance of a benefit program that focuses on overarching wellness for our team and their families. By providing a robust program, we ensure that our teams can do their best work. This means we've built comprehensive benefit programs for our global teams, curating options to fulfill a wide range of needs and to provide an effective security net for both our team and their dependents.

We use a benefits survey to help shape our benefits programs around what’s important to our people. We listen and aim to create inclusive, equitable packages that support our employees and their well-being. Our benefits include "the usual" - health care options, dental, and vision - alongside strong 401k options and other options like legal services, dependent care FSA accounts, transit FSA accounts, and others. We also have some stars of the show - our global employee assistance program, the global wellness reimbursement, our global mental health benefit, a global benefit for adoption and surrogacy, and the experience bonus program.  

Culture
Partners with nonprofits
We go beyond partnering with nonprofits. For Qualtrics, 5 For the Fight is our company's core nonprofit focus. Discover the whole story at www.5ForTheFight.org. We're #AllIn until cancer gives in.
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Quarterly engagement surveys
In-person all-hands meetings
Every Monday we host our company all-hands. In the offices, there's a breakfast or snack, and we broadcast for everyone who isn't in. Topics range from performance updates to customer visits.
In-person revenue kickoff
President's club
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Mandated unconscious bias training
In 2020, we launched our global unconscious bias program. We aim to provide our employees with the tools to block and tackle the various types of biases that exist.
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
We have ERGS championing people with disabilities, LGBTQ+, Veterans, Underrepresented Minorities, and Women's Leadership Development.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Our Wellness program includes not only an employee assistance program but, starting in 2022, will also include a Wellness bonus that employees can use on services to support their overall wellbeing.
Mental health benefits
Abortion travel benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Equity grants are considered annually based on performance and seniority level, and undergo annual refreshes.
Employee stock purchase plan
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Qualtrics's parental leave is 6 weeks for all parents. Birthing parents are given an additional 6-8 weeks and have the option to take 2 weeks off before delivery.
Family medical leave
Adoption Assistance
We reimburse up to $10000 for eligible adoption expenses and 6 weeks of paid leave for the parent who is taking the role as the primary caregiver.
Return-to-work program post parental leave
Company sponsored family events
Qualtrics has several events during the year that look to actively include our families, from the annual summer party to welcoming your family on-site for visits.
Fertility benefits
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Qualtrics offers unlimited sick days, which covers not only the employee but immediate family members. Kids are sick? Stay home without burning your vacation days.
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
We serve catered lunch every day!
Free snacks and drinks
Company-sponsored happy hours
Onsite office parking
Pet friendly
Recreational clubs
Relocation assistance
Fitness stipend
Qualtrics's Wellness Reimbursement is $300 per quarter for wellness activities including gym memberships, spa massages, workout equipment, meditation apps, and much more.
Home-office stipend for remote employees
Qualtrics's Work From Home Stipend is $750 for new employees to use in their first 45 days of employment.
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks

Additional Perks + Benefits

We additionally cater snacks to the company all-hands meeting each week. You can expect to find semi-annual swag distributions (summer & winter), as well as swag giveaways in the offices. Our Benefits team has always looked to maximize our benefits. Our benefits packages and workspaces are always subject to revision—but only for the better.

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