Customer Sales support and Billing (Hybrid)

Customer Sales Support and Billing (Hybrid) (79069-4)

Hybrid Schedule - 3 days on site, 2 from home. Monday-Friday 9AM-5PM EST

Knowledge Skills Abilities: Must be able to take initiative and responsibility for finding, correcting, and eliminating errors in the entire sales process, possess a positive mindset to support AEs, have excellent customer interface skills, the ability to listen to customer requests, high proficiency in developing, maintaining, and working with Word and Excel, the ability to work independently with little supervision, superior organizational abilities, and the highest attention to detail. Must be able to effectively create and proofread documents on their own initiative, have the ability to prioritize and follow through with multiple tasks under tight deadlines, and possess excellent verbal and written communication skills.

Experience: Previous administrative experience in a deadline-oriented atmosphere.

Job Summary: This position is responsible for administrative functions related to the sales processes. Ensures that each new, renewed, and amended license is billed correctly. Responsible for generating all customer-related invoices in NAV, which includes revenue and payable sides. Responsible for tracking and paying referral partners. Ensures that Salesforce opportunities and billing log entries are correct. Responsible for responding to daily inquiries from customers, AEs, and other departments within Telehouse. This position is also expected to assist the Sales Manager in leading the entire sales support resource for process improvement and planning, etc. Double verifying Teams Invoice requisitions for accuracy.

Essential Functions:

1. Creation of monthly recurring and non-recurring invoices for clients, including adjustment invoices to reflect changes to clients' billed services.
2. Generate invoices from the information contained in the licenses or provided by the Account Representatives or Sales Engineering.
3. Send Welcome Package, send Access List documentation, obtain W-9 Form and Certificate of Insurance at the time of customer activation.
4. Prepare prepayment and security deposit invoices for power circuit and excess power fees, including emailing all power readings monthly to paperless office customers.
5. Invoice customers based on signed Sales Engineering Service Orders, close tickets once completed, and invoice through CSV files if one-time only fees and through regular Invoice Requisitions if there are monthly fees.
6. Manage and invoice IPT burstable fees monthly.
7. Pay, process, and manage documentation for Purchase Orders and Payment Orders for invoices that need to be paid to vendors for Sales Engineering Client Project work.
8. Pay, process, and manage the submission for payment of Vendor Invoices for resellable services, while maintaining proper backup documentation, country currency, and procurement.
9. Manage referral fee payments.
10. Manage ramp-up schedule, billing, and database for IIX services quarterly; must be familiar with reading graphs for IIX MTRG system and share with customers on demand.
11. Work with shipping/delivery coordinator to invoice customers for storage room fees monthly.
12. Accrual Preparation monthly.
13. Manage calendar invites/reminders for upcoming fee increases, changes in customer terms, or ramp-up schedules, etc.
14. Handle all termination documentation, which includes a checklist, email confirmation, and invoice adjustment accordingly; all information must be recorded in various different systems and programs.
15. Maintenance of Salesforce.com and select TIMS information, including generation of initial client record and input of initial and subsequent changes to clients' services.
16. Respond to daily inquiries from customers and AEs.
17. Coordinate with other departments to improve sales support functions.
18. Provide assistance for AEs and Sales Management on a case-by-case basis (specific tasks, etc.).
19. Create and maintain databases in various applications (e.g., Excel, SP, etc.). Must be able to develop and design various reports and sub-reports and cross-reference databases with one another.
20. Assist Finance with backup documentation for yearly audit.

Job Category:

Position: Customer Sales Support and Billing (Hybrid)