The Manager of the Contract to Order (C2O) Specialists provides leadership and strategic direction for the C2O team, overseeing the end-to-end contract implementation process within Equifax’s Global Financial System. This role is pivotal in ensuring billing accuracy, driving operational excellence, and maintaining high KPIs by managing a team responsible for contract analysis and audit functions.
What you’ll do
Lead and develop a team of Specialists to ensure accurate contract analysis, interpretation and entry into the Global Financial System.
Oversee the auditing of customer contracts and monitor Salesforce and Finance portal queues to ensure strict adherence to SLAs.
Collaborate cross-functionally with Billing Operations, Sales, and Legal to optimize the contract-to-order lifecycle and resolve complex error trends.
Monitor and handle suspense transactions. Manage special projects including: application testing, implementation of annual price increases, product migration, Customer data clean up…
Drive initiatives for process optimization and comprehensive performance reporting.
What experience you need
Education: Bachelor's degree in Business, Finance, or a related discipline.
Experience: 5+ years of experience in billing, contract management, or financial operations within the financial services sector.
Communication: Exceptional cross-functional communication skills, with the ability to effectively engage and influence senior leadership and key stakeholders.
Demonstrated 3 years of leadership experience, with a proven track record of coaching and developing specialists.
Technical Skills: Advanced proficiency in Microsoft Excel and Google Sheets.
What could set you apart
Coaching & Development: Proven ability to mentor and develop team members, specifically in contract analysis and implementation.
Systems Operations Expertise: Deep technical knowledge of Salesforce, Contract-to-Order (C2O) workflows, and Billing and Revenue Management (BRM).
People Management: Demonstrated experience leading team building, continuous mentorship, and performance development initiatives.
AI Proficiency: Hands-on experience integrating advanced AI tools (such as Gemini, NotebookLM, and Studio) to optimize business operations.
Primary Location:
CRI-SabanaCRI-HerediaFunction:
Function - AccountingSchedule:
Full timeSkills Required
- Bachelor's degree in Business, Finance, or related discipline
- 5+ years experience in billing, contract management, or financial operations within financial services
- 3+ years of leadership experience coaching and developing specialists
- Advanced proficiency in Microsoft Excel and Google Sheets
- Exceptional cross-functional communication and stakeholder engagement skills
- Experience with Salesforce and monitoring Salesforce/Finance portal queues
- Deep knowledge of Contract-to-Order (C2O) workflows and Billing and Revenue Management (BRM)
- Proven ability to mentor and develop team members in contract analysis and implementation
- Hands-on experience integrating advanced AI tools (e.g., Gemini, NotebookLM, Studio)
Equifax Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Equifax Inc. and has not been reviewed or approved by Equifax Inc..
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Retirement Support — Savings programs include a 401(k) with company matching and, in some contexts, profit-sharing or pension components. These are described as solid parts of the total package.
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Parental & Family Support — Programs include paid parental leave for birth and non-birthing parents and adoption assistance. Company materials highlight these benefits as part of a family-supportive offering.
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Flexible Benefits — Multiple medical plan choices, dental and vision options, FSAs/HSAs, and voluntary supplemental coverages enable customization. The company publishes plan summaries and SPDs to help compare cost and coverage by location and tier.
Equifax Inc. Insights
What We Do
At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com.
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