Customer Transactions Specialist

| Washington DC
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Description

Position at Diligent Corporation

About Diligent

Diligent is the world's largest GRC SaaS provider, serving nearly 1 million users from 25,000 organizations around the world. Our software enables holistic and informed conversations about governance, risk and compliance and ensures CEOs, CFOs and the board have an integrated view of audit, risk, information security, ethics and compliance from across the organization. Our world-changing idea is to bring technology, insights and confidence to leaders so they can build more effective, equitable, and successful organizations - and create lasting, positive impact on the world. We seek to empower organizations to be better for their stakeholders and communities, for their customers and employees, for their bottom line. Headquartered in New York, Diligent also has offices in Washington D.C., London, Galway, Budapest, Vancouver, Bengaluru, Munich, and Sydney.Position Overview
The Customer Transactions Associate (CTA) will be responsible for Diligent's contract review process in SalesForce and NetSuite. This is a highly visible role that will partner with the sales teams to ensure customer contracts are accurately represented in SalesForce prior to workflow integration with our ERP and invoicing. Candidates should have a customer centric focus and be able to partner with internal business partners in our sales organization ensuring an efficient and accurate process. Reporting to the Manager of Customer Transactions, this role will have a high impact on Diligent's revenue recognition and Accounts Receivable processes. This role will also actively participate in the integration of acquired companies.

Key Responsibilities
  • Review and approve customer contracts in SFDC triggering the automation of other accounting processes
  • Invoice customers through NetSuite in alignment with contractual terms
  • Maintain a thorough understanding of Diligent products and services
  • Support the Customer Transactions Manager on the integration of acquired companies in SFDC
  • Assist in the formulation of internal controls and policies to comply with legislation and established best practices

Required Experience/Skills:
  • Bachelor's Degree required
  • Must have strong attention to detail
  • Strong work ethic and willingness to take ownership for wide-ranging responsibilities
  • Excellent interpersonal skills, flexibility to accommodate different situations and temperaments
  • Ability to multi-task and work in a fast-paced and demanding global environment.
  • Working knowledge of Microsoft Office (Excel, Word, Outlook, etc)
  • Superior organization and prioritization skills
  • Ability to perform under pressure and meet tight deadlines
  • Strong communication skills, both verbal and written

FSLA Status: Non-Exempt

Diligent offers a competitive compensation and benefits package, including health, vision, dental, 401k with a strong match, health club reimbursement and much more.

We are a drug free workplace, and an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws.
More Information on Diligent
Diligent operates in the Software industry. The company is located in Charlotte, NC, Virginia, VA and New York, NY. Diligent was founded in 2022. It has 1213 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 11 open jobs at Diligent, click here.
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