Position Overview:
Cleo is looking for an Finance Clerk to join our team to assist with Business Operations and Renewals. We are a team of highly motivated and talented people who are responsible for accurate, timely and efficient processing of our orders and delivering our products to our customers and partners. You will be responsible for performing a variety of operational functions to support all business objectives.
This role is very process oriented. The ideal candidate would possess an appreciation for procedure with the ability to recognize areas for improvement and efficiency. You must be able to work in a team environment and be self-motivated, extremely detail-oriented with proven problem-solving skills. You will have the opportunity to get involved in project work related to order processing, system improvements and data quality initiatives. In doing so, you will directly contribute to the company's business outcomes.
This position will be based out of our Bangalore office. Ideal candidates possess an excellent attitude, outstanding communications skills and the ability to multi-task and are a person who can quickly adapt to a fast-changing work environment.
Position Responsibilities
- Analyze Purchase Agreements from Sales Operations to confirm pricing and look for and question and/or discrepancies.
- Analyze SOWs and WOCs from Services Team look for and question and/or discrepancies.
- Research Customer Contracts to ensure all requests are valid.
- Enter and process Sales and Service Orders and access continuity between PAs and orders.
- Enter and process Return Orders and Replacement Orders when needed.
- Fulfill Customer Orders to include licensing, registrations, and delivery of all Cleo Products.
- Generate Clarify Server and Studio Licenses when requested by a customer.
- Generate EEI Licenses when requested by a customer.
- Generate and deliver Internal Licenses requested by the Support and Service Teams. (Once you become familiar).
- The Renewals Specialist will be responsible for driving account renewals starting early in the customer life cycle and ensuring customers are transitioning through pivotal points to build momentum and value leaning up to the renewal
- Success in this role requires a high level of organization and coordination with cross-functional teams such as Customer Success, Account Executives, Legal, Accounting and others
- This role will include customer-facing interactions as well as backend deal desk related support with quote creation and contract processing
- Project manage the renewal experience in close partnership with assigned Customer Success Manager and Account Executive to provide a seamless customer experience
- Retain and increase subscription revenue in existing customer accounts by positioning multiyear contracts and price increases
- Proactively identify lengthier renewal scenarios and maintain high on-time renewal rate
- Update renewal forecast on a weekly basis and report up to management
- Leverage the renewal activity to promote upsells/new products alongside Account Executives
- Create client proposals and contracts for all existing customer client renewals within your book of business
- Continuously iterate and provide feedback on the renewal experience
Requirements
- Bachelor's Degree from an accredited college or university, or equivalent business experience.
- 5+ years of relevant work experience.
- Familiarity with accounting ERP (Netsuite & SalesForce) systems or previous work in an accounting environment preferred.
- Demonstrated ability to handle multiple projects and details simultaneously in a high-velocity environment.
- Strong proficiency with Microsoft Office applications, especially Excel.
- Strong analytical and detail-oriented aptitude; a high degree of accuracy is required.
- A friendly professional demeanor and ability to excel in a team-oriented environment.
- Excellent communication and organizational skills.
- Strong verbal and written communication skills; ability to follow-up with others.
- Ability to manage time effectively, set priorities and meet deadlines.
- Ability to quickly understand new processes and identify operational opportunities.
- Ability to work independently or with a team.
- Ability to adapt to change.
- Ability to work flexible extended hours based on business needs. (To include every month, quarter, and year end. Conceivably as late as midnight).
- Perform other duties and responsibilities as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the functions.
- Prolonged periods of sitting at a desk and working on a computer.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at-will relationship.
Shift Timings:
This role requires availability during the 3:00 PM to 12:00 AM IST shift including 2 hours break in between. Please ensure you are comfortable with these working hours before applying. Your resume will be shortlisted basis the your consent for the mentioned shift timings only.
Location : Hybrid Role
