SHEEBA

• Managed end-to-end Order-to-Cash (O2C) project creation activities upon quote approval.
• Reviewed and validated approved Quotes, SOW (Statement of Work), PSOW, Purchase Orders, and required business approvals before project setup.
• Created and maintained projects in Salesforce (SFDC) aligning with customer requirements and organizational policies to ensure effective project execution.
• Coordinated with Operational Solution Advisors (OSA), Sales, Finance, and Delivery teams to ensure accurate project setup and execution.
• Performed Project Manager responsibilities, including timecard approvals, billing event releases, and project-related governance activities.
• Conducted quality checks and audits to ensure compliance, data accuracy, and process adherence.
• Collaborated with cross-functional stakeholders to resolve project creation and billing issues within defined SLAs.
• Delivered process knowledge sessions to enhance team productivity and deepen understanding of operational processes.
• Actively participated in process improvement initiatives and implemented operational best practices.
• Generated and maintained operational reports using Excel and internal tools to support business requirements.

• Worked closely with both customers and sales team to reconcile accounts and oversee payment negotiation.

• Conducted monthly Dun & Bradstreet RAM 4 and 5 Account Audit for Area Credit Manager, detailing high-risk accounts, negotiating payment plans with delinquent customers, and managing accounts sent to third-party collections.

• Took the lead position on setting up the Region Fire Accounts project which included: obtaining Credit Applications, working with Sales to set up customer numbers, obtaining Letters of Responsibility for multiple Locations, assigning terms, linking Accounts in the system, and tracking

the progress of the Accounts.

• Developed comprehensive understanding of Financial statements, enhancing opportunities to assess risk.

• Took the lead position on setting up the Region Fire Accounts project which included: obtaining Credit Applications, working with Sales to set up customer numbers, obtaining Letters of Responsibility for multiple Locations, assigning terms, linking Accounts in the system, and tracking the progress of the Accounts.

Supported Area Credit Manager to ensure compliance on accounts with credit balances over $250K.

• Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with customers.

Handled incoming customer calls from customers, providing accurate information and resolving customer issues efficiently.

Observed call queues to maintain service standards regularly in order to meet established service standards.

• Company Overview: Payroll Company: eTeam Info Services

• Review, validate and provide accurate renewal quotes to distributors 120 days in advance of contract renewal date.

• Renewal Quote Creation for commercial & Corporate customer and Applying discounts.

• Collaborated with sales representatives and customers to convert opportunities into contracts.

• Supporting the overall quote to cash deal cycle in the preparation and negotiation phases of an ELA (Enterprise License Agreement) deal.

• Worked with deal managers and supporting teams to address customer needs.

• Research and validation of customer's licensing, Perpetual & SaaS, and resolution of complex data issues with the use of SAP-BI, Model N, CPQ++, Oracle EBS and CDT tools.

• Facilitated customer transition to SaaS platform by validating license eligibility and providing accurate SaaS program quotes.

• IB Quote generation using CPQ++ and applying discounts and pricing.

• Create, manage, and revise ELA Quotes in CPQ (Salesforce).

• Quote install base contracts for the customer as per quoting and renewal policies.

• Handling post booking activities i.e., Service contracts renewals consolidation request Using Oracle EBS application.

• Created comprehensive customer contract quotes, ensuring accuracy and regulatory compliance.

2-4 years of experience in software license renewals, sales, or customer account management

Strong communication, negotiation, and consultative sales skills Comfortable selling to C-Level

Executives.

Detail-oriented mindset with excellent organizational abilities.

Experience working in an outbound phone sales/support role.

Proficiency in Microsoft Office; NetSuite, Salesforce experience is a plus.

• Managing the complete life cycle of the order management, starting from booking, validating booking and assigning them to the composition team, monitoring the execution.

• Managed intricate order booking processes to ensure accuracy and efficiency.

• Handling end to end Quote to cash process.

• Managing cloud booking by validating all the legal documents.

• Developed and maintained business reports, including ABE audits, split quote tracker, RCA's for CMRB team report, and auto booking audits, to support decision-making.

• Conducting quality audits in Q-GOM to track incorrect bookings.

• Collaborated with GOM and CAST team to resolve agreement issues and pre-payment orders.

• Functional SPOC for Collections, Credits, Sales Tax, Agreement Team & CSDM Team for prebooking and post-booking queries.

• Responded to external and internal inquiries to provide timely information.

• Coordinated with internal and external stakeholders to streamline communication and enhance collaboration.

• Handling critical escalations and assisting the Internal team like Sales team, Collections, AR and Install Base teams.

• Facilitated discussions on process and policy inquiries to enhance understanding.

• Conducted training sessions for new employees to facilitate onboarding and promote understanding of order management processes.

Supported CMRB teams with collaboration on projects.