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Order Documentation Specialist

2 months ago

Remote, Oregon, United States Verint Full time

At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation.

Job Summary:

The Order Documentation Specialist is responsible for creating and finalizing all documentation to enable a product, maintenance, and/or service transaction that may be recognized for revenue by Verint. This role works closely with various internal departments, including Sales, Sales Operations, Legal, Order Billing Operations, Revenue, Product Marketing, and Services, to ensure successful completion of each transaction.

Key Responsibilities:

  • Review sales requests for order documentation to determine compliance with Verint's business rules, terms of legal agreements, and revenue recognition rules under US GAAP.
  • Create and/or edit order documentation to accurately depict the terms of the legal agreement, revenue rules, and Verint business rules.
  • Work with the Sales organization to ensure each order is consistent with the customer contract.
  • Respond to internal and/or external customer inquiries in a timely manner.
  • Collaborate with internal customers, including Sales, Legal, Business Finance, Sales Operations, and Product Marketing, to answer questions and resolve issues related to customer orders.
  • Gather and communicate unique customer requirements.
  • Evaluate and escalate requests that are non-compliant with business and revenue rules, as well as legal terms.
  • Manage and respond to various audit requests.
  • Research historical legal documentation across various internal departments.

Requirements:

  • Bachelor's degree in Finance or a related field, or equivalent work experience.
  • Minimum of 3 years of demonstrated experience working with contracts.
  • Advanced skills in MS Office, including PowerPoint, Word, and Excel.
  • Solid understanding of contracts, legal terminology, and revenue recognition principles under US GAAP rules.
  • Strong organizational skills to effectively assist with adherence to deadlines, attention to detail, and strong problem-solving and decision-making.
  • Effective at interacting with a wide range of audiences, including Sales.
  • Exceptional interpersonal, oral, and written communication abilities.
  • Strong collaboration skills with the ability to influence and work effectively in a matrix environment to solicit support and resolve conflicts.
  • Effective problem solver with strong business acumen, creativity, and analytical skills.
  • Successful completion of a background screening process, including employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in accordance with federal and local regulations.