Customer Operations Platform Representative (1 year contract)
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PTC (NASDAQ: PTC) has the most robust Internet of Things technology in the world. In 1986 we revolutionized digital 3D design. Now our leading IoT and AR platform and field-proven solutions bring together the physical and digital worlds to reinvent the way companies create, operate, and service products. With PTC technology, global manufacturers and an ecosystem of partners and developers can capitalize on the promise of the IoT today and drive the future of innovation. We are headquartered in Needham, MA.Requirements
General understanding of billing and credit card payment processing
Data analysis experience
Microsoft Office and Microsoft Excel (including Pivot Tables and VLOOKUP)
General understanding of web applications and user account management
Priority Setting, Problem Solving and attention to detail.
Customer invoicing and payment processing in Zuora Billing Platform:
- Generate sales invoicing
- Generate sales payment runs
- Manage payment delinquency suspensions, payment re-processing, and cancellations
- Process Write-offs of unresolved, delinquent invoices.
Assist with configuration athee management of business systems (Zuora)
Handle customer request related to invoicing and payment
Processing Customer order as required
Conduct timely and efficient communications with sales, technical support, finance and other departments as necessary
Configure and run ongoing and adhoc reports from business systems and conduct metrics analyses
Assist with systems testing and various projects as needed
Assist with systems and process training
Check Customer VAT and US tax exemption certificate checks for orders.
Experience using SFDC
Interpersonal, oral and written communication skills
Time management skills
Attention to detail.