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Financial Services Manager

3 months ago

Minneapolis, United States HCLTech Full time

Role, Purpose, and Scope The Financial Service Manager (FSM) is the expert for the Billing Operations and provides the financial consulting and financial services liaison between the Customer and other client organizations to govern the overall financial relationship related communications for their customers for all non-technical enquiries raised with Client. The FSM is responsible for the day-to-day management of billing related activities and may perform as a Primary or Secondary contact for assigned Customers.

The FSM is Responsible for monitoring/supporting the resolution of all non-technical Service Requests and own the communication with the Customer on progress and conclusion. Monitor and progress debt related issues, providing credit notes where required.

Main departmental relationships: Service Manager Client/vendor relationships: Internal and External Stakeholders

Major Responsibilities Functional Performance: • Be aware of account activities. Demonstrate good understanding of Customer's business and their service expectations and billing strategy. • Support enrollment of Customer-on-customer portal and care. • Ensure relevant Customer files and database records are regularly validated and maintained with correct information by the appropriate teams. • Provide input to quick reference cards and Global Service Plans with regards to any billing related information and processes. • Critical member of the Account team – led by the Service Manager (SM), the FSMI will be expected to support the activities of the SM with respect of the billing activities of their accounts. • Be involved in the development, implementation and maintenance of billing flows or hierarchies ensuring the Customer is installed and/or integrated to the appropriate Client Business billing platforms. • First Invoice review for new services enabled for Customers. • Serve as account team Subject Matter Expert (SME) on complex Customer contracts billing for assigned customer base proactive review (where contracted) to initiate and manage credit requests and postings for Customers. • Assist in the development of policies and practices to improve department efficiency. ADHOC • Provide accurate, timely, and professional reports to senior management for historical analysis, account status, and forecasting purposes. • Provide best effort and cooperative spirit on special projects outside regular account responsibilities when/if requested. • Participate in business meetings and general inputs in day-to-day improvements.

Education Requirements: Min/Preferred Education Level Additional Details Minimum Bachelor's degree or equivalent in related field

Professional Certifications: Min/Preferred Certification Details Additional Details

Additional Skills Required Skill Description Proficiency Level Languages English (Verbal and Written), Non-English as per Demand 90%/C1 MS Suite Power Point, Excel, Outlook, Word, Teams Intermediate

Candidate Background: Skills, Knowledge, and Abilities: Min/Preferred Skills, Knowledge, Abilities and Experience Minimum Customer facing experience Minimum Microsoft Office, Ticketing system, billing system Minimum Excellent written & verbal communication and interpersonal skills Minimum Ability to interpret Customers’ problems, putting together action plan and drive/implement solutions Minimum Team Working Skills Minimum Previous experience (2-4 years) within a Sales/Customer Service/Relationship Management Minimum Knowledge of network OPS Minimum Experience in Relationship Management Minimum At least 2 years relevant experience in a similar role Preferred Telecommunications knowledge/experience

Competencies Skills Communication Skills X Creativity and innovation X Adaptability & Flexibility X Vision and Strategy X Developing Others and Themselves X Organizational Awareness X Conceptual Thinking and Problem Solving X Action Management X Business Planning and Resource Management X Financial & Budgeting Management X

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