Order Management Specialist with a reputation for accuracy, precision and understanding the big picture while managing the details. Valued for integrity and the ability to anticipate needs and implement best execution practices. Primary focus on providing an exceptional client experience through accuracy, education, and timeliness. Experienced in collaborative teamwork, project management and independent initiatives.
Developing Client Relationships
Bilingual English Spanish
Oracle Siebel CRM
REFINITIV LLC, AN LSEG COMPANY 03/2011 – 12/2021
ORDER/CONTRACT MANAGEMENT SPECIALIST
Handled the Quotes to Billing process for Government accounts and key accounts in the East. Generated contracts and ensured proper approvals and contracts and/or purchase orders were in place to process orders.
Coordinated contract renewal process for government accounts on an annual basis.
Responsible for updating contract templates for approval with legal department.
Followed up through all the steps for prompt service implementation and released the billing for all services and charges once completed. Managed permissions of third-party data (exchanges, specialist data), following compliance rules for each provider.
Provided timely support and resolutions regarding Data, Compliance and Billing issues.
Analyzed the orders entered in customer self-service platforms, the related orders generated in the CRM system and the product lines invoiced in SAP by using VLOOKUPs to check that the billing matched the existing active products at the end of each month.
Minimized customer complaints through consistent attention to detail and customer trust and satisfaction, resulting in prompt payment of invoices and continued business relations by working together with all the members of the sales team to provide the best service and support for our customers.
Worked on specific projects such as moving billing items from a previous billing system to SAP.
Utilized Microsoft Office (Word, Excel, PowerPoint) for internal and external communications.
SUNGARD AVAILABILITY SERVICES 01/2007 – 12/2010
Promoted from Administrative Assistant to Strategic Account Coordinator.
Managed the contracting process from building contract solutions and calculating the values in a configurator, through signatures and processing to ensure paperwork was accurate and correctly implemented.
Assembled information for RFP responses by compiling information from different departments to complete and send by the deadlines set by the customers
Created customized reports in Microsoft Excel, giving managers the tools to make better business decisions and more accurate forecasting.
Resolved numerous customer issues resulting in improved customer satisfaction and prompt payment of invoices.
Created and edited documents using Microsoft Office Suite, including Word, Excel, and PowerPoint.
SOLAE, LLC 04/1990 – 05/2006
MARKETING AND SALES SUPPORT SPECIALIST
Handled sales reports and forecasts for 1 - 5-year planning. Collected data for various Six Sigma projects.
Coordinated 3 one-week long Spanish short courses with Iowa State University (ISU) working with the regional managers, as well as the university to select topics and speakers, customer registrations, payments, visas, hotel reservations, translate speeches to create binders and ensure that all the ingredients and equipment to be used on the team projects were delivered to ISU.
Business Administration (AS), Saint Louis Community College