Contract Account Administrator
6 days ago
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start **Caring. Connecting. Growing together.**
The Order Specialist is responsible for tasks pertaining to all aspects of Order Processing including Bookings, SAP activities, VBL audits, and Maintenance for all IWS customers. Tasks include processing Bookings, Credit Memos and reports, Build Orders, Change Orders, SAP Entry and Network Codes, Per Click audits, Iron Mountain orders and billing, Maintenance amendment requests, Pricing Approval forms, Maintenance Contract Renewals, updating Customer Maintenance Records, Billing submission, submission of documentation to Contract Operations, Third Party reporting, and SCRM updates. The Order Specialist is responsible for providing accurate and timely documents to Contracts, Sales, Contract Ops, AR, other internal stakeholders and the Customer in an efficient and professional manner. The Order Specialist communicates clearly provides support by answering order-related inquiries, providing guidance, assisting with issues, prioritizing and ensuring that all deadlines are met. The Order Specialist serves as liaison between various groups and works closely with Contracts, Buyers, Sales, Technical Marketing, Revenue Ops, Support, Legal, Technical Accounting, Finance, AR, Contract Operations and other departments.
If you are located in Richmond, BC, you will have the flexibility to work remotely*, as well as work in the office as you take on some tough challenges. You’ll enjoy the flexibility to work remotely
- from anywhere within Canada (except for the Saskatchewan province) as you take on some tough challenges.
**Primary Responsibilities**:
- Review, process, and book all signed contracts and amendments
- Communicate with Customers and Sales on signed contracts, amendments, order-related inquiries / issues, Maintenance terms, and billing
- Submit orders to SAP and release Build Orders; import orders into Install Schedule
- Process credit memos as required and submit with bookings
- Validate order information in SAP as necessary
- Manual order entry and network creation in SAP as necessary; updates in SAP
- Work with MDM on Master Data requirements
- Manage queues in Install Schedule and update
- Iron Mountain order submission and billing
- Per Click billing
- Process change orders
- Provide Maintenance information on Pricing Approval forms
- Collaborate with Contracts on Maintenance Exhibits and Amendments to ensure all approvals and accurate documents are in place
- Maintaining and updating accurate Maintenance data / records in various systems
- Liaise with other departments to secure information and necessary documents
- Review contracts as necessary
- Perform Quality Assurance checks on bookings, SAP entries, billing information in SAP, Renewal letters as necessary
- Resolve and take ownership of any Order-related issues
- Provide guidance to Sales and CSLs on order process
- Answer questions from Contract Operations, AR or other departments in relation to Order / Maintenance set up
- Process Contract Correction and Contract Revision notices as necessary
- Third Party Reporting
- Assist with VBL Audits as needed
- Provide Contracts / Order Processing team absence coverage
- Other projects or responsibilities that may be assigned by the Order Processing Manager or other Sales Ops Leadership Team, or Senior Specialist in the absence of the Manager
**Job Challenges**:
**Critical Skills**:
Initiative. Positive Attitude. Excellent communication skills (written and verbal). Time management, organizational, and interpersonal skills. Ability to deal with issues and problem-solve. Ability to work under pressure. Ability to handle stress and change. Flexibility and ability to multi-task. Team Player. High-level of accuracy and attention to detail. Quick learner. Ability to manage conflicting priorities. Good Customer service. Proactive.
You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
**Required **Qualifications**:
- 2+ years related experience in a sales environment or high-level customer service environment, excellent MS Office skills, specifically advanced skills in MS Excel, and MS Word and good Math skills
- Currently residing in Canada and eligible to work without sponsorship
**Preferred Qualifications**:
- Administrative Ma
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