Description:
What’s in it for you: As a Fulfillment Reconciliation Specialist, your role involves ensuring accuracy and consistency in the fulfillment reconciliation process for both manual and automatic fulfilled platforms over S&P Global Energy’s channel partners and internal subscription system. You’ll work cross functionally, resolve complex entitlement issues, and help keep our SOX compliant processes running smoothly—while gaining deep exposure to Salesforce CPQ, and data automation tools.
Responsibilities:
- Conduct regular fulfillment reconciliations for manually fulfilled platforms and channel partners, ensuring that entitlement data related to companies, users, and products align accurately with Salesforce billing system.
- Communicate effectively with cross-functional teams and channel partners to gather necessary information and address reconciliation-related queries.
- Monitor and reconcile entitlement data within the Salesforce billing system to ensure that all CSM/CSM+ conversions, renewals, rebills and cancellations are accurately fulfilled.
- Investigate and resolve any discrepancies or issues identified during the reconciliation process by working closely with internal teams to rectify data errors in a timely manner.
- Work with the Research Ops team to complete CSM/CSM+ channel reconciliation requests to reconcile channel partner entitlements for Salespersons CSM Account Plan
- Adhere to SOX audit requirements and standards throughout the reconciliation process.
- Maintain documentation and records to demonstrate compliance with SOX regulations.
- Collaborate with relevant teams, such as Fulfillment and Contract Support, to address root causes and implement preventive measures.
- Continuously assess and improve fulfillment reconciliation processes to enhance efficiency and accuracy.
- Implement best practices and automation where possible to streamline workflows and reduce the risk of errors.
- Maintain accurate and up-to-date documentation of fulfillment reconciliation processes
- Provide training and guidance to relevant teams to enhance awareness of fulfillment reconciliation processes and ensure compliance with established procedures.
- Perform validation testing on Sandbox platforms as necessary to validate system changes and updates before implementation in the live environment.
- Maintain flexibility to complete other assignments as required and/or assigned to contribute to the overall efficiency and effectiveness of the fulfillment reconciliation process.
What We’re Looking For:
- Bachelor’s Degree or equivalent education and experience.
- 2-3 years of related work experience or related degree.
- Strong analytical, critical thinking, problem solving and research skills.
- Effective organizational, time management and decision-making skills.
- Experience in fast paced environment with Sales Organization is a plus.
- Proficient in advanced Excel capabilities, such as pivot tables, vlookup, concatenate, and leveraging other data analysis functions.
- Excellent English communication skills required (oral and in written)
- Work overtime as needed during the financial month-end close.
- Experience with Salesforce CPQ and Alteryx applications is a plus.
- Flexible schedule to meet important deadlines.
- Willing to work in EMEA and AMER shifts.