Sales Admin Associate, Consumer & Marketing Insights
3 months ago
In this role, you will be the single point of contact for the Commercial and Finance teams, to liaise on Finance/Revenue related requests.&#..
In this role, you will be the single point of contact for the Commercial and Finance teams, to liaise on Finance/Revenue related requests. You will be the go-to person from the Commercial side on all Finance related processes, platforms and documents who can advise on actions accordingly. You will also be responsible for ensuring that all key cut-off dates based on the Monthly Closing Calendar are strictly adhered to
- Update opportunities for Commercial teams and advise on opportunity set-up in Salesforce.
- Commission opportunity in Salesforce to get the job number (i.e. include billing instructions, final contract details, evidence of agreement (EOA) and/or PO). Raise job number request for exception cases, if needed.
- Raise request and coordinate new SAP account creation and credit checks.
- Review and approve proforma invoices .
- Follow up with the Billing team on sending invoices to clients.
- Raise credit memo request for invoice revisions/ cancellations.
- Attend the local Billing and Cash Collection calls and coordinate action items with the Commercial team.
- Ensure project dates in SAP are updated. Raise SAP change requests as needed.
- Follow up with the Operations team on pending fieldwork start date confirmation.
- Follow up with the Commercial team on pending evidence of delivery (EOD).
- Other Finance/Revenue-related duties, as assigned
Official account of Jobstore.
