Financial Claims & Channel Data Collection Specialist

Financial Claims & Channel Data Collection Specialist

Description -

Job Summary
• This role is responsible for executing and continuously improving sales cycle operational processes, collaborating with stakeholders, and maintaining comprehensive process documentation while ensuring compliance. The role conducts in-depth data analysis to identify improvement opportunities, generates reports for senior management, and prioritizes customer satisfaction. The role develops subject matter expertise, mitigates operational risks, and provides guidance to junior team members for effective operation.

Responsibilities
• Drives multiple complex operational processes throughout the entire sales cycle, such as configuration & quote, deal coordination, bid management, margin analysis, Customer Resource Management, revenue recognition, invoicing, or organizational sales reporting.
• Collaborates closely with various stakeholders, including senior management, cross-functional teams, and external partners, to ensure processes support overall business objectives.
• Maintains and updates comprehensive process documentation, including standard operating procedures (SOPs), and ensures adherence to governance and compliance standards.
• Conducts in-depth data analysis, leveraging analytical tools and techniques, to identify trends, root causes, and areas for process improvement.
• Generates reports on process performance, communicates findings and recommendations to senior management, and presents complex data effectively.
• Prioritizes customer satisfaction by improving processes that directly impact the customer experience and implementing feedback-driven enhancements.
• Develops and maintains subject matter expertise in relevant areas, staying updated on industry trends and best practices.
• Identifies and mitigates risks associated with operational processes, developing strategies to minimize potential disruptions.
• Addresses and resolves complex operational issues, escalations, and challenges promptly, minimizing business disruptions.
• Provides guidance to junior team members, fostering their development, and ensuring that the team operates effectively.

Education & Experience Recommended
• Four-year or Graduate Degree in Sales, Marketing, Business Administration, or any other related discipline or commensurate work experience or demonstrated competence.
• Typically has 4-7 years of work experience, preferably in sales, operations management, project management, process improvement, or a related field or an advanced degree with 3-5 years of work experience.

Preferred Certifications
• Certified Sales Operations Professional (CSOP)

Knowledge & Skills
• Accounting
• Agile Methodology
• Auditing
• Automation
• Business Operations
• Business Process
• Business Requirements
• Change Management
• Continuous Improvement Process
• Data Analysis
• Finance
• Key Performance Indicators (KPIs)
• Lean Manufacturing
• Lean Six Sigma
• Process Improvement
• Project Management
• Six Sigma Methodology
• Workflow Management

Cross-Org Skills
• Effective Communication
• Results Orientation
• Learning Agility
• Digital Fluency
• Customer Centricity

Impact & Scope
• Impacts multiple teams and may act as a team or project leader providing direction to team activities and facilitates information validation and team decision making process.

Complexity
• Responds to moderately complex issues within established guidelines.

Disclaimer
• This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
 

Job -

Sales Operations

Schedule -

Full time

Shift -

No shift premium (Mexico)

Travel -

Not Specified

Relocation -

Not Specified

Equal Opportunity Employer (EEO) - 

HP, Inc. provides equal employment opportunity to all employees and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, citizenship, sexual orientation, age, disability, or status as a protected veteran, marital status, familial status, physical or mental disability, medical condition, pregnancy, genetic predisposition or carrier status, uniformed service status, political affiliation or any other characteristic protected by applicable national, federal, state, and local law(s).

Please be assured that you will not be subject to any adverse treatment if you choose to disclose the information requested. This information is provided voluntarily. The information obtained will be kept in strict confidence.

For more information, review HP’s EEO Policy or read about your rights as an applicant under the law here: “Know Your Rights: Workplace Discrimination is Illegal"