Matthew Bowen

• Process and manage all incoming customer orders, including new business, upgrades, renewals, and online purchases, ensuring accuracy and compliance with SLAs.
• Create and manage quotes in Salesforce CPQ, collaborating with Sales and Deal Desk teams to validate configurations and pricing.
• Partner with Finance and Legal to resolve invoicing issues, support collections, and ensure compliance with administrative requirements.
• Investigate and resolve order discrepancies and invoice disputes, providing timely communication to internal and external stakeholders.
• Act as the primary point of contact for order-related inquiries, keeping customers informed throughout the order lifecycle.
• Maintain data accuracy in Salesforce, ensuring clean and consistent order records.
• Continuously improve order management workflows by identifying process gaps and implementing solutions to streamline operations.
• Adopt and champion new tools and technologies that enhance efficiency across sales operations and order management.

• Led the end-to-end implementation of Coupa Procure-to-Pay across Accounting, Compliance, Security, Legal, and Finance over a 7-month period, achieving a 30% reduction in approval times and streamlining operational workflows.
• Managed a portfolio of 400+ vendors, ensuring compliance, mitigating risks, and strengthening supplier relationships.
• Worked cross-functionally with stakeholders across all departments and job levels, aligning procurement strategies with business objectives and resolving challenges.

• Managed all redlining between legal and third parties for marketing agreements, SaaS contracts, affiliate agreements, marketplace agreements, influencer agreements, and any other agreements involving spend.
• Led vendor reconciliation efforts, transitioning from pen and paper tracking to prepare for future Coupa implementation.
• Collaborated with finance, compliance, and legal teams to ensure contract compliance and mitigate risk exposure.

• Scheduled all interviews for Self Financial's recruiting team, ensuring a smooth and efficient hiring process.
• Managed financial approvals and signatures on all new agreements between Self Financial and third parties in accordance with signature authority policy.
• Assisted the legal team with annual state NMLS licensing for Self Credit and Self Financial LLC.
• Supported HR with onboarding new employees to Self Financial, ensuring compliance with company policies and procedures.

• Maintained exceptional customer satisfaction (98%) by managing high-volume inquiries, resolving 70-100 calls and 150-200 email tickets daily.
• Identified and resolved recurring customer issues, leading to updates in internal workflows and a 15% reduction in ticket response times.
• Created best practices and knowledge base articles to improve team efficiency and accelerate onboarding for new hires.

• Responsible for attainment of monthly, quarterly, and annual sales quota, as well as weekly pipeline creation goals
• Qualifies leads using Company sales process methodologies. Accurately determines customer pain and clearly articulates features and benefits that provide relevant business value
• Accurately categorizes pipeline according to probability and sales cycle stage in order to create a reliable revenue forecast
• Provides customer quotes, ROI, proposals, quotes, and product information based on specific use case and business value