BeyondTrust is a place where you can bring your purpose to life through the work that you do, creating a safer world through our cyber security SaaS portfolio.
Our culture of flexibility, trust, and continual learning means you will be recognized for your growth, and for the impact you make on our success. You will be surrounded by people who challenge, support, and inspire you to be the best version of yourself.
The Role
The Quote to Cash Sr Manager is responsible for overseeing all functions of Order Management, Billing, Credit and Collections, and dispute resolution.
What You’ll Do
- Leed, train,and mentor the Quote to Cash team
- Work with sales teams and managers to resolve fulfillment issues and gather required documentation needed for close.
- Provide support to sales team in building quotes and assist with quoting.
- Oversee the sales help desk and triage related order management questions from the sales team, renewals team, customers, and internal stakeholders.
- Manage all invoicing requirements to ensure successful billing output to customers worldwide.
- Provide direction and support for the team, while resolving or escalating complicated scenarios appropriately
- Collaborate with other teams to ensure a streamlined quote-to-cash process with a customer-centric mindset.
- Manage Salesforce administrative tasks including returns, account merges/transfers, name changes, asset allocations, etc.
- Adhere to best practices and efficiencies within the company.
- Prepare, provide, and explain billing reconciliation and tie-out at month end period.
- Review monthly billing reconciliations to ensure all bookings as of the end of the month have been successfully synched to ERP and invoiced or appropriately deferred.
- Provide weekly status updates to Director; communicate issues that may prevent the team from meeting monthly goals and commitments.
- Identify and resolve gaps and inefficiencies in quote-to-cash processes.
- Adhere to and assist in developing internal controls (SOX), Internal & External Audits practices, Dispute resolution, Analytics and Reporting
- Manage special projects and analysis as required to meet the responsibilities/objectives and other assignments.
What You’ll Bring
- Bachelor’s degree or comparable industry experience
- At least 5 + years of related Order Management experience in a software or technology company
- Microsoft Office 365
- Excellent written and verbal communication skills
- Leadership capacity to resolve problems within a cross-functional environment.
- Exceptional attention to detail
- Ability to work well with and lead a team located in multiple locations.
- Strong organization skills and ability to multi-task in a fast-paced environment
- Follow outlined policies and procedures, and make recommendations for process changes.
- Customer-focused with a commitment to continuing the company's high growth rate and best-in-class service level.
Nice To Have
- Sage Intacct, Salesforce.com, and/or large CRM/ERP experience a plus
Better Together
Diversity. Inclusion. They’re more than just words for us. They are the guiding values of how we build our teams, cultivate leaders, and create a culture where people feel connected.
We take care of our employees so they can take care of our customers. Customers who come from all walks of life just like us. We hire incredible people from diverse backgrounds because when we are different together, we are stronger together.
About Us
BeyondTrust is the worldwide leader in intelligent identity and access security, enabling organizations to protect identities, stop threats, and deliver dynamic access. We are leading the charge in innovating identity-first security and are trusted by 20,000 customers, including 75 of the Fortune 100, plus a global ecosystem of partners.
Learn more at www.beyondtrust.com.
Top Skills
What We Do
BeyondTrust is the worldwide leader in Privileged Access Management (PAM), empowering organizations to secure and manage their entire universe of privileges. Our integrated products and platform offer the industry's most advanced PAM solution, enabling organizations to quickly shrink their attack surface across traditional, cloud and hybrid environments. The BeyondTrust Universal Privilege Management approach secures and protects privileges across passwords, endpoints, and access, giving organizations the visibility and control they need to reduce risk, achieve compliance, and boost operational performance. We are trusted by 20,000 customers, including 78 of the Fortune 100, and a global partner network.