Crediting Senior Specialist
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.
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