Previous Job
Previous
Federal Portfolio Specialist
Ref No.: 18-09301
Location: San Diego, California
Federal Portfolio Specialist
San Diego, CA
1 Year
Description:
Federal Portfolio Specialist


Job Description Summary

Manage Federal Accounts - including but not limited to: account reconciliations, annual contract renewals, invoicing, collections, and customer support.


Top Requirements

Skills / Competencies

•Highly analytical.
•Able to grasp and work within complex business processes.
•Team mentality - Collaborative in nature
•Organizational skills◦Able to prioritize actions items and tasks
◦Able to manage timelines vs work

•Customer communication skills (verbal and written)
•Government Experience considered a plus◦PO/Contract knowledge
◦Experience with WAWF, Tungsten(OB10)

Complex Financial Analysis and deal modeling.


Additional Job Description

Long version of our requirements:

Skills / Competencies

•Analytical Thinking
•Understands CTC business process (Contracts to Invoice)
•Familiarity reading our contracts
•Has basic understanding of our Products
•PO knowledge
•Collaborative in nature
•Advanced Billing knowledge
•Understands Change processes (Workflow, Single and Mass updates)
•Changing effective dates
•Customer communication skills (verbal and written)
•Able to manage timelines vs work
•Organizational skills
•Team mentality
•Able to prioritize


Tasks to Complete

•Coordinate and collaborate with current PS and CS
•Responsible for accurate 1st new invoice(s)◦Coordinate TBDA calls
◦Run BI Queries
◦Following IToQ SWI to:◾Locate Sold To's and appropriate date ranges
◾Run Report in BI
◾Populate Template
◾Organize template

◦Interpret IToQ Report to understand Project , Transactions & Timing
◦Correct mistakes◾Incorrect terminations
◾TBDA's
◾PO Changes
◾Input errors on contract
◾Location updates
◾Cost Center Field
◾Identify incorrect cancellations
◾CSO's
◾Put on dispute until RMA'd
◾Change Contract status
◾Open/BNL/NGL

◦Work with customer to verify tax status and documentation
◦Confirm who receives invoices
◦Confirm delivery method (Email or mail)
◦Coordinate incentive credit tied to the Contract & Implementation
◦Manage Invoices 1 through 5
◦Invoice short-term Change Log