Wrike is the most powerful work management platform. Built for teams and organizations looking to collaborate, create, and exceed every day, Wrike brings everyone and all work into a single place to remove complexity, increase productivity, and free people up to focus on their most purposeful work.
Our vision: A world where everyone is free to focus on their most purposeful work, together.
How You'll Make an Impact
- 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.
You'll achieve your best if you have
- 2+ years of relevant experience
- Fluent oral and written communication skills in English
- Excellent customer service and organizational skills with attention to details
- Be able to work independently and cross functionally with Finance, Legal, Sales, and Customer Support teams
- Strong Excel and analytical skills to include calculating percentages, subscription term proration calculation, etc
- Great attention to detail and the ability to see the bigger picture at the same time
- Strong problem-solving skills, ability to find a creative solution while adhering to company policies and guidelines
You will stand out with
- Bachelor’s degree in Business, Finance or Accounting
- Good understanding of basic legal contract structure and revenue recognition concepts
Our Tech Stack:
- NetSuite/Oracle
- Salesforce CPQ
- Microsoft Suites (Word & Excel)
- Wrike Management tool
- ZenDesk ticketing system
- RingDNA
Your recruitment buddy will be Tripti Sachan, Senior Recruiter.
#LI-TS1
Who Is Wrike and Our Culture
We’re a team of innovators and creators who solve the complex work problems of today and tomorrow.
Hybrid work mode
Wrike promotes a hybrid work mode for those that live near an office hub, we meet in the office 2-3 times a week. This work mode supports our culture of collaboration and solving problems fast to deliver business outcomes and win together.
Our persona
💡 Smart: We love what we do, and we’re great at it because this is our domain. Our combined knowledge in this space is unmatched.
💚 Dedicated: We get up every day focused on helping our customers win. We’re committed to helping our teammates win, too!
🤗 Approachable: We're friendly, easy to get along with, considerate, and helpful.
Our culture and Values
🤝 Customer-Focused
🏆 Collaborative
🥇 Creative
💪 Committed
Check out our LinkedIn Life Page, Instagram, Wrike Engineering Team, Medium, Meetup.com, Youtube for a feel for what life is like at Wrike.