Order & Billing Specialist- ATI

Ascend Learning, LLC•Leawood, OR

10d•Hybrid

About The Position

As an Order and Billing Specialist for NCLEX Services at Ascend Learning, you will support ATI clients by managing B2B client relationships and providing sales support within your region. You will oversee day-to-day relations and account maintenance for clients using our post-graduate products and services, ensuring they receive accurate account information and pricing. Acting as a trusted adviser, you will facilitate the deal process by liaising with departments such as revenue, sales operations, legal, and pricing to resolve complex contract issues.

Requirements

Bachelor’s degree or equivalent preferred. High school education or GED required.
2+ years of experience in account management, a 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 App, or comparable CRM/CPQ tools is required
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

Experience with Great Plains (GP), Tableau and Microsoft office proficiency preferred
Experience with reporting creation and analysis
Previous leadership experience

Responsibilities

Cultivate internal relationships with all levels of the sales organization.
Responds to Customer inquiries/information needs, and provides positive, courteous service to Customer/Sales Personnel.
Serve as the trusted adviser to Sales on specified Deal and Quote related matters.
Work as the primary liaison between multiple groups, such as revenue, sales ops, legal, pricing, to help facilitate the deal process.
Answers questions regarding products, pricing, and proof of delivery.
Works with the appropriate internal department to process invoices, quotes, returns, and credit card 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.
Works 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.
Communicates pertinent customer concerns or issues to Sales Personnel.
Maintains client information in D365, our Customer Relationship Management tool.
Works 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 products, pricing, and promotions 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, batching orders.
Review and interpret incoming contracts.
Analyze quarterly and yearly revenue reports to ensure forecasting accuracy.