Agreement Analyst

About the role

The Agreement Analyst is responsible for performing all tasks related to customer agreements. This includes processing new, updated, and canceled recurring agreements, preparing reports, monitoring new agreement projects, working with sales to determine agreement changes, managing the Agreement Board, administering vendor portals and quoting software, preparing monthly agreement updates, preparing billing discrepancy reports, preparing invoices, engaging customers for payment collection, and serving as backup for OTC Specialists.

Responsibilities

• Processes new, updated, and canceled recurring agreements
• Prepares weekly open MRR Project ticket update report for the Executive team
• Makes sure new agreement projects have set-up fees and monthly billing starts up
• Works with Sales to determine agreement changes including additions and cancellations
• Manages the Agreement Board
• Manages internal product numbers; adds new company SKU’s
• Administers vendor portals and quoting software
• Prepares monthly agreement updates of counts and usage
• Prepares monthly agreement billing discrepancy report
• Prepares all monthly, pro-rated, and usage invoices
• Engages customers for payment collection purposes to ensure using the approved collection process
• Serves as backup for OTC Specialists (HW/SW Orders & Projects) as needed
• Stays up to date on all trainings and certifications for software and business partners
• Performs other duties as assigned by management

Requirements

• 3 years or more experience in OTC or contract administration required; or equivalent combination of education and experience
• Some college preferred