Ensure smooth progression from closed-won to revenue by managing client setup, PO tracking, order processing, billing coordination, and internal handoffs. Maintain CRM accuracy and support end-of-deal (EOD) tasks to drive pipeline integrity.
Post-Sales Systems & Troubleshooting
Serve as a key user of Microsoft Dynamics (MSD) to resolve opportunity issues, submit POCRs, create and follow up on help tickets, and address order or billing concerns across platforms.
Financial & Revenue Operations
Liaise with Sales, Finance, and Billing to address invoicing concerns, unblock revenue, and support revenue recognition activities—especially during month-end and quarter-end close cycles. Submit invoice updates and escalate exceptions as needed.
Reporting & Insights
Build and maintain regular and ad hoc reports (e.g., PBI dashboards) to track deal status, financial blockers, and sales cycle metrics. Use insights to proactively flag risks and recommend process improvements.
Process Enablement & Governance
Drive adherence to internal policies, revenue recognition principles, and sales best practices. Identify process gaps, propose scalable improvements, and collaborate with cross-functional teams to enhance the post-sales experience.