What Is Wrike?
Wrike is an enterprise-ready, cloud-based collaborative work management platform for managing cross-functional work at scale that is fully configurable and enables contextual collaboration in a secure environment. Enterprises use Wrike to offer a single digital workplace for all of their departments and teams.
Role and Responsibilities
- Must be ready to support US working hours; 8:30pm IST to 5:30am IST
- Perform account receivables collections and cash payment application in NetSuite
- Make collection calls to recover overdue invoice payments over the telephone or email and escalate per policy
- Communicate and resolve customer account queries by telephone and email
- Document detailed customer account status notes for record and follow up
- Investigate, substantiate and prepare customer credits and/or bad debt write offs
- Research, review and analyze data related to customer accounts, billing information and purchase contracts
- Set up and register customer account with 3rd party payment portals such as Ariba or Coupa
- Interact with data team to ensure appropriate reporting of billing and revenue data
- Recommend and help implement improvements to data collection and reporting methodologies in the related billing systems
- Work with cross functional teams (Sale, Support, Finance and Legal) to resolve billing and ordering issues
- Review, validate, and process customer contracts in CPQ/SFDC system.
- Make sure the customer subscription is provisioned according to the signed contract and all the contractual obligations are fulfilled
- Create, check and send invoices according to the rules and regulations, as well as in accordance with the customer requirements.
- Provide support to the Sales, Renewals, Legal, Customer Support, Customer Success and other teams
- Help structuring contracts, find the best solution for the sales team making sure it complies with company guidelines and system rules
- Validate or escalate exceptions and customization requests
- Respond to customer queries
- Assist with customer vendor forms
- Provide coverage and support to the other members of the billing team when required
- Assist in providing support documentations for financial audits
- Other ad-hoc duties as assigned.
Note: This is a contract role which will last 6 months.
Qualification Requirements
- Bachelor’s degree in Business, Finance or Accounting
- 1+ years of relevant experience
- Fluent oral and written communication skills in English
- Excellent customer service and organizational skills, with attention to detail
- Be able to work independently and cross functionally with Finance, Legal, Sales, and Customer Support teams
- Strong customer service, Excel and analytical skills
- Good understanding of basic legal contract structure and revenue recognition concepts is a plus
Tools you will use
- NetSuite/Oracle
- Salesforce CPQ
- Microsoft Suites (Word & Excel)
- Wrike Management tool
- ZenDesk ticketing system
- RingDNA
Perks of working at Wrike
- 10 days of National and Festival Holidays per year
- 18 days of paid vacation per year
- 14 days of sick leave with a medical certificate per year
- 5 uncertified sick days per year
- Group Medical Plan: Coverage for employees, spouse, children, and parents/in-laws for Rs 5,00,000
- Personal Accident Insurance: Rs 50,00,000
- Term Life Insurance: Rs 50,00,000
- Up to 26 weeks of paid maternity leave for the first two children
- 4 weeks of paid parental leave
- 2 days off for volunteering with nonprofit charities
- Broadband/Internet Reimbursement: INR 1500 per month
- Night shift allowance
- This position is available remote
Your recruitment buddy will be Tripti Sachan, Senior Recruiter.
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