Introduction
At IBM work is more than a job - it's a calling: To build. To design. To code. To consult. To think along with clients and sell. To make markets. To invent. To collaborate. Not just to do something better but to attempt things you've never thought possible. Are you ready to lead in this new era of technology and solve some of the world's most challenging problems? If so lets talk.
In this role you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers) where we deliver deep technical and industry expertise to a wide range of public and private sector clients around the world. Our delivery centers offer our clients locally based skills and technical expertise to drive innovation and adoption of new technology.
Your role and responsibilities
As an OTC Analysts/Specialist you are responsible for handling OTC transactional tasks in the area of customer masterdata and credit management billing and invoicing document validation order processing cash application cash collection and dispute management according to agreed procedures process maps and Desk Top Procedures or other guidelines agreed with the client. You must establish and/ or maintain good relationship with client personnel ensure that daily activities are fulfilled according to the timetable procedures and business goals as agreed with Team Leader and deliver services as necessary to meet the SLAs and OLAs requirements from the area of your responsibility.
Your Roles and Responsibilities
Environment
Ability to cope with different situations different requirements uncertainty and stress; ability to modify goals and directions when needed.
Problem solving
Accurately accumulating information and its analysis; forecasting potential problems and planning; allowing for alternative creative solutions and identifying most reasonable solutions.
Communication
Clear and concise in oral and written communication; attentive listening focused on understanding; adjusting the style of speech to the situation and to the audience; understanding and making use of accessible communication tools.
Effective cooperation with different units and teams inside and outside IBM; mutually respective and appreciating differences; building and strengthening relations; finding solutions favorable for both sides.
Impact
Striving for ambitious goals and continuously seeking better results by overcoming challenges along the way and proactively expanding knowledge.
Taking ownership by identifying needs making informed decisions and assuming responsibility for tasks and outcomes.
Per Process:
1. Order Management:
a. Enter and process customer orders in the system.
b. Verify order details for accuracy (pricing discounts contract terms). Ensure all orders are reviewed and processed within agreed timeframes agreed credit
limits and basing on full information required.
c. Coordinate with internal teams to ensure timely fulfillment.
d. Ensure incorrect orders (i.e. incorrect payment terms) placed in the system are
highlighted to the client for revalidation.
2. Credit Collections Disputes and Deductions:
a. Monitor assigned client portfolio and follow up with customers for overdue invoices.
b. Assist in resolving disputes or payment issues.
c. Maintain records of customer transactions and payment status
d. Adherence to the OTC Collections process within policy with specific reference to
prompt collection and escalation actions.
e. Achieve collections targets as defined by Team Leader Manager and contractual SLAs
or OLAs (CPI KPI GPI etc.).
f. Assist in reviewing customer credit limits and payment terms.
g. Flag potential credit risks to team lead or manager for issue resolution.
h. Maintain records of credit approvals and adjustments.
Your Roles and Responsibilities
Environment
Ability to cope with different situations different requirements uncertainty and stress; ability to modify goals and directions when needed.
Problem solving
Accurately accumulating information and its analysis; forecasting potential problems and planning; allowing for alternative creative solutions and identifying most reasonable solutions.
Communication
Clear and concise in oral and written communication; attentive listening focused on understanding; adjusting the style of speech to the situation and to the audience; understanding and making use of accessible communication tools.
Effective cooperation with different units and teams inside and outside IBM; mutually respective and appreciating differences; building and strengthening relations; finding solutions favorable for both sides.
Impact
Striving for ambitious goals and continuously seeking better results by overcoming challenges along the way and proactively expanding knowledge.
Taking ownership by identifying needs making informed decisions and assuming responsibility for tasks and outcomes.
Per Process:
1. Order Management:
a. Enter and process customer orders in the system.
b. Verify order details for accuracy (pricing discounts contract terms). Ensure all orders are reviewed and processed within agreed timeframes agreed credit
limits and basing on full information required.
c. Coordinate with internal teams to ensure timely fulfillment.
d. Ensure incorrect orders (i.e. incorrect payment terms) placed in the system are
highlighted to the client for revalidation.
2. Credit Collections Disputes and Deductions:
a. Monitor assigned client portfolio and follow up with customers for overdue invoices.
b. Assist in resolving disputes or payment issues.
c. Maintain records of customer transactions and payment status
d. Adherence to the OTC Collections process within policy with specific reference to
prompt collection and escalation actions.
e. Achieve collections targets as defined by Team Leader Manager and contractual SLAs
or OLAs (CPI KPI GPI etc.).
f. Assist in reviewing customer credit limits and payment terms.
g. Flag potential credit risks to team lead or manager for issue resolution.
h. Maintain records of credit approvals and adjustments.
Required education
Bachelor's Degree
Preferred education
Bachelor's Degree
Required technical and professional expertise
1.) Graduate of BS Accountancy Finance Business Economics or other related management degrees with 2 to 4 Yrs of work experience. At least > 2 years in Account Receivable processes. At least 2-year experience in BPO setting.
2.) Excellent understanding or working knowledge of general finance and various finance concepts and principles.
3.) Advanced knowledge and understanding on Customer Masterdata Management Order and Credit Management Billing and Invoicing Collections and Disputes Deductions and Cash Application.
4.) Good knowledge and hands on experience in any related Accounting Software: SAP Oracle SalesForce or any large-scale ERP system is an advantage.
5.) Reliable experience in monitoring customer account statuses and results regarding cash application customer masterdata set up and maintenance billing or order management.
6.) Team Player - Experience in participating and collaborating in team meetings to gather/share information
7.) Ability to work independently in a fast - paced dynamic setting while maintaining accuracy prioritize tasks manage multiple priorities and delivering against tight deadlines. Ability to achieve individual and Business metrics
8.) Demonstrated experience in meeting all baseline and project goals for accuracy and timeliness.
9.) Strong problem solving and analytical skills results – oriented Excellent follow up; negotiation and trouble - shooting skills good relationship - building skill
10.)Excellent written oral and interpersonal communication skills. Advanced knowledge and skills in MS Excel.
2.) Excellent understanding or working knowledge of general finance and various finance concepts and principles.
3.) Advanced knowledge and understanding on Customer Masterdata Management Order and Credit Management Billing and Invoicing Collections and Disputes Deductions and Cash Application.
4.) Good knowledge and hands on experience in any related Accounting Software: SAP Oracle SalesForce or any large-scale ERP system is an advantage.
5.) Reliable experience in monitoring customer account statuses and results regarding cash application customer masterdata set up and maintenance billing or order management.
6.) Team Player - Experience in participating and collaborating in team meetings to gather/share information
7.) Ability to work independently in a fast - paced dynamic setting while maintaining accuracy prioritize tasks manage multiple priorities and delivering against tight deadlines. Ability to achieve individual and Business metrics
8.) Demonstrated experience in meeting all baseline and project goals for accuracy and timeliness.
9.) Strong problem solving and analytical skills results – oriented Excellent follow up; negotiation and trouble - shooting skills good relationship - building skill
10.)Excellent written oral and interpersonal communication skills. Advanced knowledge and skills in MS Excel.