What Is Wrike?

Wrike is an enterprise-ready, cloud-based collaborative work management platform for managing cross-functional work at scale that is fully configurable and enables contextual collaboration in a secure environment. Enterprises use Wrike to offer a single digital workplace for all of their departments and teams.

Role and Responsibilities

• Perform account receivables collections and cash payment application in NetSuite
• Make collection calls to recover overdue invoice payments over the telephone or email and escalate per policy
• Communicate and resolve customer account queries by telephone and email
• Document detailed customer account status notes for record and follow up 
• Investigate, substantiate and prepare customer credits and/or bad debt write offs
• Research, review and analyze data related to customer accounts, billing information and purchase contracts
• Set up and register customer account with 3^rd party payment portals such as Ariba or Coupa
• Interact with data team to ensure appropriate reporting of billing and revenue data
• Recommend and help implement improvements to data collection and reporting methodologies in the related billing systems
• Work with cross functional teams (Sale, Support, Finance and Legal) to resolve billing and ordering issues
• Review, validate, and process customer contracts in CPQ/SFDC system.
• Make sure the customer subscription is provisioned according to the signed contract and all the contractual obligations are fulfilled
• Create, check and send invoices according to the rules and regulations, as well as in accordance with the customer requirements.
• Provide support to the Sales, Renewals, Legal, Customer Support, Customer Success and other teams
• Help structuring contracts, find the best solution for the sales team making sure it complies with company guidelines and system rules
• Validate or escalate exceptions and customization requests
• Respond to customer queries
• Assist with customer vendor forms
• Provide coverage and support to the other members of the billing team when required
• Assist in providing support documentations for financial audits
• Other ad-hoc duties as assigned.
  
  

Qualification Requirements

• Bachelor’s degree in Business, Finance or Accounting
• 1 - 2 years of relevant experience
• Fluent oral and written communication skills in English
• Excellent customer service and organizational skills with attention to details
• Be able to work independently and cross functionally with Finance, Legal, Sales, and Customer Support teams
• Strong Excel and analytical skills to include calculating percentages, subscription term proration calculation, etc
• Great attention to detail and the ability to see the bigger picture at the same time
• Strong problem-solving skills, ability to find a creative solution while adhering to company policies and guidelines
• Good understanding of basic legal contract structure and revenue recognition concepts is a plus

Note: This is a contract role which will last 6 months.

Tools you will use

• NetSuite/Oracle
• Salesforce CPQ  
• Microsoft Suites (Word & Excel)
• Wrike Management tool
• ZenDesk ticketing system
• RingDNA

Your recruitment buddy will be Tripti Sachan, Senior Recruiter.

#LI-TS1