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The Role
The role involves ensuring accurate financial transactions, collaborating with finance and sales teams, managing stakeholder requests, and improving billing processes.
Summary Generated by Built In
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 18K 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 microphone 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.
Financial Validation and Crediting SpecialistWhy We Have This RoleWhen 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 microphone 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.
The Qualtrics Finance Team is looking for a Finance Specialist who combines financial know-how with a customer-first mindset to improve sales and renewals processes. You’ll ensure accurate financials and forecasting while working closely with finance, sales, and customer success teams. If you like solving problems, streamlining work, and making a real impact, this role is for you.
How You’ll Find Success
- Detail-oriented mindset with a focus on accuracy
- Strong communication skills to clearly explain complex financial concepts
- Strategic thinking to identify process improvements
- Ability to manage multiple tasks efficiently under tight deadlines
- Effective stakeholder management and collaboration skills
- Customer-focused approach to delivering high-quality support
- Understanding of finance best practices and sales/renewal cycles
How You’ll Grow
- Develop deeper SaaS finance expertise, particularly in sales and renewals
- Gain experience managing cross-functional stakeholder relationships
- Build advanced skills in financial forecasting and quota management
- Enhance process improvement and operational efficiency capabilities
- Strengthen communication skills for diverse audiences, including non-financial stakeholders
Things You’ll Do
- Ensure accuracy of sales and renewal transactions to support company financials
- Partner with finance, sales, and customer success teams to resolve complex issues
- Manage and respond to high volumes of stakeholder requests within SLAs
- Drive improvements in billing and forecasting processes to increase efficiency
- Support monthly accounting close deadlines with timely and accurate data
- Maintain a professional, respectful, and customer-obsessed service approach
What We’re Looking For On Your Resume
- Bachelor’s degree with strong academic performance
- 1+ years of professional experience in finance or customer-facing support roles
- Proven ability to handle detailed financial data accurately
- Experience collaborating across teams to solve complex problems
- Familiarity with SaaS sales processes or financial forecasting preferred
- Spanish language skills a plus, but not required
What You Should Know About This Team
- Collaborative environment where teamwork and communication matter
- High impact role contributing directly to company financial health
- Commitment to career growth with opportunities to develop SaaS finance expertise
- Positive, inclusive team culture focused on supporting one another
- Fast-paced, dynamic work setting that encourages problem-solving and innovation
Our Team’s Favorite Perks and Benefits
- Work-life integration is deeply important to us - we have frequent office events, team outings, and happy hours
- Qualtrics Experience Program - MXN 36,882 for an experience of your choosing (eligible after a year)
- Wellness reimbursement - up to the value of MXN 6,250 per quarter can be reimbursed for a variety of wellness activities
- Allowances for meals, transportation, groceries, and more
- We take pride in our office design aiming at fostering creativity
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.
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Top Skills
SaaS
What the Team is Saying
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Software Engineer
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Software Engineer
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Product Marketing Manager, Frontline CX Product Portfolio
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The Company
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
Our vision, as an organization, is to improve the human experience.
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
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About our 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.
Typical time on-site:
None
