Senior Quote-to-Cash Specialist

3 weeks ago


Marquand, Missouri, United States Aditi Consulting Full time

Aditi Consulting LLC is a leading consulting firm that specializes in providing expert advice on finance and revenue operations. We are seeking a highly skilled Senior Quote-to-Cash Specialist to join our team.

About the Role

This exciting opportunity allows you to work with our experienced team to deliver exceptional Quote-to-Cash support and guidance to our Account Executives. Your primary responsibility will be to provide expert advice on deal structure, quote support, contract support, deal calculations, and service delivery support. You will also be responsible for ensuring quotes comply with revenue and company policies.

This role requires a strong understanding of internal quote-to-cash systems as well as ESMB business practices. You will work independently with minimal oversight and in a team environment with other specialists or business partners to help solve complex issues with speed and accuracy.

Key Responsibilities:

  1. Provide expert Quote-to-Cash support and guidance to help Account Executives execute Sales transactions.
  2. Work with Sales, Revenue Recognition, and Legal on deal execution and provide suggestions and assistance for contract negotiations or customer satisfaction issues.
  3. Create and modify quotes as required.
  4. Ensure compliance with all company policies and responsible for SOX compliance.
  5. Train Sales and in particular less experienced AE's and facilitate cross-training among the team.
  6. Contribute ideas and innovations to improve upon existing systems, work processes, and procedures.
  7. Create and update internal departmental Policies.
  8. Provide subject matter expertise on projects within Sales Operations.
  9. Review submitted contract and order forms for completeness, accuracy, and conformance to Order Acceptance policy.
  10. Assist with onboarding of new team members.
  11. Work with Sales and Collections to assist resolution to customer billing investigations and disputes.
  12. Challenge legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, understanding the flexibility for change, and formulating creative solutions or workarounds based on that analysis.
  13. Share best practices with team members to enhance the quality and efficiency of support and contribute to the knowledge base.
  14. Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate.
About Us

Aditi Consulting LLC is a technology-enabled consulting firm that uses AI technology to engage candidates during the sourcing process. We are an equal opportunity employer and are committed to providing a diverse and inclusive work environment.

Salary and Benefits

The estimated salary for this role is between $65,000 and $85,000 per year, depending on the candidate's qualifications and experience. Benefits and ancillaries may be available for eligible employees and vary based on the plan options selected by the employee. We also offer medical, dental, vision, PTO benefits, and ancillaries.


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