Order & Billing Specialist- ATI

Ascend Learning, LLC•Leawood, OR

5d•$38,500 - $55,000•Hybrid

About The Position

This role supports ATI clients by managing B2B client relationships and providing sales support within their region. The specialist will oversee day-to-day account maintenance for clients using Ascend Learning's products and services, ensuring they receive accurate account information, quoting, and pricing. The position acts as a trusted advisor, facilitating the deal process by liaising with departments such as finance, sales, sales operations, legal, and pricing to resolve complex contracts.

Requirements

High school education or GED required.
2+ years of experience in account management or Deal Desk function for a large sales team, customer service, or sales support.
Solid understanding and experience with CPQ (configure, price, quote) tools and quote to cash process knowledge.
Experience using D365 CRM, Canvas, or comparable CRM/CPQ tools is required.
Experience with reporting creation and analysis.
Self-motivated, critical thinker with prior experience collaborating across Sales, Legal, and Finance.
Technical aptitude.
Proficient in Microsoft Office applications - Word, Outlook, D365, Excel, PowerPoint.
Collaborative participation in identifying and suggesting possible resolution in system gaps and processes to better streamline efficient workflow.
Positive team player and effective communicator with all levels of management and cross-functional organizations.
Proven organizational skills and time management skills.
Strong attention to detail.
Strong verbal and written communication skills.

Nice To Haves

Bachelor’s degree or equivalent preferred.
Experience with Great Plains, Tableau and Microsoft office proficiency preferred.
Previous leadership experience.

Responsibilities

Manage B2B client relationships and provide sales support.
Oversee day-to-day account maintenance for clients.
Ensure clients receive accurate account information, quoting, and pricing.
Facilitate the deal process by liaising with finance, sales, sales operations, legal, and pricing departments.
Resolve complex contracts.
Cultivate internal relationships with all levels of the sales organization.
Respond to customer inquiries/information needs and provide positive, courteous service.
Serve as the trusted adviser to Sales on specified Deal and Quote related matters.
Work as the primary liaison between multiple groups, such as finance, sales ops, legal, pricing, to help facilitate the deal process.
Answer questions regarding products, pricing, and proof of delivery.
Work with the appropriate internal department to process invoices, quotes, returns, and payments.
Collaborate with sales / contract administration / finance to identify acceptable solutions, resolve complex contract issues, and develop solutions in compliance with business practices and policies.
Work with the shipping department to expedite or ensure timely delivery of scheduled shipments.
Maintain a daily phone shift for a dedicated faculty line, if assigned.
Communicate pertinent customer concerns or issues to Sales Personnel.
Maintain client information in D365, our Customer Relationship Management tool.
Work with our Enterprise Apps team to design and test both user interface and user experience (UX/UI) for new products and processes.
Set up and maintain product and pricing for new and existing clients.
Create client invoices while adhering to special statement handling for specific clients.
Maintain and enter monthly billing into billing system.
Respond to customer inquiries, accept/enter payments from customers and facilitate customer returns.
Input daily activities and orders into CRM, including but not limited to client billings, queueing orders.
Review and interpret incoming contracts.
Analyze quarterly and yearly revenue reports to ensure forecasting accuracy.