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 22K 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 5,000 people across the globe who think that’s work worth doing.
Finance Shared Services Center - Specialist
Why We Have This Role
We are thrilled to expand our Shared Services Center to Mexico. The Qualtrics Finance Shared Services Center is a pillar of the Finance organization and allows Qualtrics to maximize the efficiency and effectiveness as well as quality of the finance processes while delivering global end-to-end process standards.
How You’ll Find Success
Within the Finance Shared Services team, we have several openings across the Billings Team, Accounting, and Accounts Receivable team.
This team is responsible for issuing Qualtrics company invoices and performing all Qualtrics billing related tasks. As the group who manages the very end of the sales cycle, the team will connect a wide variety of functions from sales to operations to accounting and ensure a smooth and efficient billing cycle. The team provides timely and relevant reporting and support projects for the overall Finance organization.
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 Grow
- Lead with Influence: Develop your leadership skills, inspiring and motivating within your team.
- Expand Your Horizons: Gain exposure to diverse work cultures and global business practices.
- Become a Strategic Partner: Build strong relationships with senior leadership and contribute to Qualtrics' overall success.
- Make a Lasting Impact: Leave a legacy of positive change, shaping the future of work for Qualtrics employees worldwide.
- As a founding member of the Finance Shared Services Center Team in Mexico, you will get the opportunity to be part of a valued group that contribute the success and development of Finance as well as the overall company.
Things You’ll Do
- Manage the billing cycle for all of our new business
- Review sales opportunities to verify contracts and quotes, ensuring they are accurate and complete
- Manages finance cases requested by the sale organization on individual sales opportunities
- Partner with sales representatives who close deals
- Partner with other sale support groups including Deal Desk, Commercial Finance, Data Teams and Onboarding
- Proactively identify process gaps or inefficiencies and drive improvements
- Facilitate a smooth process for our clients to pay for their licenses
- Assist the QFSS Qualtrics Cash Collections team in resolving complex billing issues and dispute cases
- Participate in monthly close process
- Provide periodic key performance indicator updates to the senior management
- Collaborate closely and cross-functionally with other teams and departments
- Own strategic projects and initiatives that improve team functionality and efficiency
- Support the training of new team members
- Follow Qualtrics processes and use application tools available in NetSuite/Salesforce
- Support Ad-hoc queries and contributes to projects
- Contact for external and internal auditors
- 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.
What We’re Looking For In Your Resume
- 1-2 years of experience in Finance, Accounting, or related field
- Proven ability to influence stakeholders
- Proven ability to deliver hard savings, build strong provider relations, and drive change
- Bachelors’ degree required, preferably with a degree in Finance, Accounting, Business Administration, or related field
What You Should Know About This Team
- The CFO & Finance leadership team are highly invested in making the Finance Shared Services team a strong culture
- Abundant learning opportunities - the leadership team prioritizes continual learning
- The opportunity of a lifetime to build a strong Shared Services Center in a fast-growth tech company
Our Team’s Favorite Perks and Benefits
- Amazing Q-Group Communities; MOSAIQ, Green Team, Qualtrics Pride, Q&Able, Qualtrics Salute, and Women’s Leadership Development, which exist as places for support, allyship, and advocacy
- $1800 USD Experience Bonus to be used for an “Experience” of your choosing
- Wellness Reimbursement per quarter for wellness activities, including gym memberships, spa massages, workout equipment
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.
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.
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Top Skills
What the Team is Saying
What We Do
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 19,000 clients globally.
"We are in the business of empowering organizations to really understand what people want, and then act on it with empathy, speed, and scale. This is what Qualtrics Experience Management is really about." - Zig Serafin, CEO
Why Work With Us
We're a place where strategic risks are encouraged & complex problems get solved together. Where nimble teams are empowered to set aggressive goals & move fast to win. A place that makes you feel safe as your authentic self. Where everyday work results in growth. And, most importantly, where what you do matters. That's why we work at Qualtrics.
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Qualtrics Teams
Qualtrics Offices
OnSite Workspace
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.
