Customer Lifecycle Analyst
About The Position
The Customer Account Lifecycle Analyst manages a territory’s asset records throughout the lifecycle of contracts and time-and-materials (T&M) service events. The role is responsible for accurate books and records while helping enhance customer satisfaction. It is a hybrid position available at the Malvern, Pennsylvania, and Cary, North Carolina, offices. The analyst owns the order-to-invoice relationship with external customers for assets, service contracts, and T&M events; coordinates with internal and external partners; and supports invoice dispute resolution and timely payments. The position also contributes to process improvement and digitalization, root-cause analysis and corrective actions, and SAP project activities including requirements gathering, documentation, and user acceptance testing.
Requirements
- Proficiency with Microsoft Office tools; strong Excel skills are essential.
- Solid understanding of IFRS standards, with the ability to research booking activities, resolve discrepancies, and influence key financial KPIs.
Nice To Haves
- Five or more years of professional experience in accounting and/or finance (preferred).
- Bachelor’s degree in Accounting, Finance, Business, or a related field (preferred).
- Experience working in SAP (preferred).
- Experience with PowerApps (a plus).
Responsibilities
- Manage a territory’s asset records for the lifecycle of contracts and T&M service events, ensuring accurate books and records and supporting customer satisfaction.
- Own the order-to-invoice relationship with external customers for assets, service contracts, and T&M events.
- Build relationships with internal partners, including Sales Representatives, Regional Service Managers, and Performance Controlling, to manage the assigned territory effectively.
- Collaborate with the Collections department to resolve invoice disputes and support timely customer payments.
- Support organizational improvement and digitalization projects using tools such as Robotic Process Automation, PowerBI, and Winshuttle.
- Conduct problem analysis and support corrective actions using Root Cause and Corrective Action (RCCA) tools and methodologies.
- Participate in an SAP project by gathering business requirements, creating documentation, and supporting User Acceptance Testing (UAT).
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) retirement plan
- Life insurance
- Long-term and short-term disability insurance
- Paid parking/public transportation
- Paid time off
- Paid sick and safe time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
