Customer Contract Admin Analyst I - Onsite (Urgent Need)

Job Description

This position oversees the management and analysis of Dispensing assets, quotes, and contracts before and after deal signature, ensuring correct billing and deal handling, and tracking non-standard customer order credit analysis and release. It also oversees administrative tasks for verifying Equipment Confirmations essential for revenue recognition, accounting, and SOX compliance, and cross-functional coordination of the Dispensing Return Material Authorization (RMA) process.

Essential Responsibilities

• Working closely with Sales, Contracts, and Implementation/Service teams on pre and post-deal asset/deal change requests for Dispensing Customer Orders
• Managing incoming Term Begin Date Adjustment requests for strategy, creation, processing, and validation
• Processing and coordinating all Lease Buyout Requests activities - system termination, RMA pick-up, and Cash Application
• Analyzing and processing all executed Assignment Agreements based on revenue recognition rules
• Cross-functional coordination of post-deal activities and ensuring smooth handover with Portfolio team counterparts for successful customer relationship, billing, and collection activities
• Reviewing and releasing contract Customer Order Credits for compliance
• Managing Cancelled Sales Order requests - escalation for approval, processing of transactions
• Managing Equipment Confirmation transactions related to revenue recognition
• Supporting all Dispensing RMA requests
• Analyzing data according to RMA protocol and providing results to Sales
• Collaborating with logistics regarding physical pick-up of equipment
• Data Analysis to identify the population of contracts requiring manual termination due to returns
• Escalating exception return requests for approval
• Communicating and setting expectations for when billing will cease for a return order
• Supporting Field and Logistics with processing Move Forms (Review assets, Ensure site relationship, Submission)
• Create quotes for reimplementation as needed for moves
• Process Assignments
• Maintain current knowledge of Dispensing business strategy and contracting practices, policies, and procedures
• Support field team in contract-related items and supporting asset-level analysis
• Advise on complex system and deal strategy
• Aim to protect client interests (margin, risk, policy, etc.), escalating as needed
• Proactively manage and prioritize work within your queue to effectively execute on daily operations
• Ensure all cases and credits are completed by end of month deadlines
• Track and report on pending workload cases and credit worklists
• Participate in departmental goal-setting and seeing through to completion
• Participate in peer training and peer review activates as needed

Qualifications/Hard Skills

• Bachelor's Degree (or minimum seven years' business experience)
• Minimum three years of experience in contracting and/or system and deal analysis
• Knowledge of Qlikview, SharePoint, SalesForce, ERP, and CRM systems
• Expert/Advanced Level Excel skills
• Basic Microsoft Office skills (Word, Outlook, OneNote)

Soft Skills

• Strong verbal and written communication
• Ability to think critically
• Ability to adapt to change
• Ability to problem solve with efficiency
• Strong organizational and time management skills
• Strong personal motivational skills
• Ability to work with others in a team environment as well as independently
• Ability to work under pressure
• Strong work ethic
• Strong attention to detail