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Financial Client Services - Specialist & Support
Financial Client Services - Specialist & Support-September 2024
Cary
Sep 15, 2025
ABOUT SIEMENS
From digitalization to automation, Siemens is changing the cities people live in and the places they work.
10,000+ employees
Technology, Engineering
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About Financial Client Services - Specialist & Support

  Job Family: Customer Services

  Req ID: 403594

  Who we are

  Build a brighter future while learning and growing with a Siemens company at the intersection of technology, community and sustainability. Our global team of innovators is always looking to create meaningful solutions to some of the toughest challenges facing our world. Find out how far your passion can take you.

  About the Job

  Brightly is seeking a Financial Client Services - Specialist & Support to join our Order to Cash team to assist in the tactical management & collection support that results in an effective and motivated Order to Cash Team (OTC).

  The Financial Client Services - Specialist & Support will have a global role working with all regions and departments to ensure compliance and accuracy in the deactivation of client software access. This role is responsible for collaborating closely with the collections, CSC, and Sales team. As well as, documenting policy & procedures, coupled with product development and process improvements.

  Attention to detail and compliance, as well as the ability to collaborate with others while discerning the best course of action for Brightly Software and the customer are critical to one’s success in this role.

  What you will do

  As the Financial Client Services - Specialist & Support, you will own key parts of the overall Deactivation/Cancellation of tactical operations within the Global OTC organization. This will include the collaboration between the OTC and Sales teams, monitoring & taking action on daily, weekly, monthly requests from departmental personnel, troubleshoot and propose resolutions for client accounts. Developing policy and procedures for the role/department.

  Responsibilities: All include the timely and accurate process of the following key items:

  Staying current and up to date on Salesforce Cases & Processes

  New Orders – assisting and providing information on clients.

  CCR (ACR) Processing

  Cancellation Processing

  Manually Provisioned – Deactivated Assets

  Contact Change & MIN Requests

  Merging Duplicates Client Accounts

  Maintaining legacy products including but not limited to, test accounts, provisioning, account updates.

  Administrator for iMacros, for the purposes of macro recording, editing, and playback for web automation and testing

  What you need

  Demonstrated ability to define, refine & implement processes, procedures, and policies.

  A minimum of 2 years corporate experience.

  Strong analytical & communication skills.

  Strong proficiency with Microsoft Office Suite required (extensive knowledge of Excel required).

  Understanding of CRM (e.g. Salesforce) tools.

  Excellent cross group collaboration skills.

  Must have high attention to detail.

  Have a strong understanding of high impact situations with a sense of urgency when required.

  Strong interest in handling challenging priorities and the ability to organize workload.

  Exhibit sound business judgement, a proven ability to collaborate with others, analytical skills, and a consistent track record of taking ownership and influencing results.

  Able to operate successfully in a lean, fast-paced organization, and to create a vision and organization that can scale quickly.

  Motivated self-started, proactive and action oriented.

  What makes you a Standout

  Bachelor’s degree is preferred.

  Proven experience and understanding of the systems/tools utilized for CRM, variable compensation, revenue reporting, sales force automation, etc.

  Experience working within high-growth, technology company.

  The Brightly culture

  We’re guided by a vision of community that serves the ambitions and wellbeing of all people, and our professional communities are no exception. We model that ideal every day by being supportive, collaborative partners to one another, conscientiously making space for our colleagues to grow and thrive. Our passionate team is driven to create a future where smarter infrastructure protects the environments that shape and connect us all. That brighter future starts with us.

  We celebrate the fact that our people are individuals and have different preferences and needs. If we all thought the same, we would never think of anything new! That’s why we recruit extraordinary minds from all walks of life. We are committed to furthering our culture of diversity, equity and inclusion. We encourage applications from a diverse talent pool including protected veterans or individuals with disabilities. Reach out and we are happy to give the opportunity to discuss flexibility and reasonable adjustment requirements. Many of our team members are working effectively in a remote, virtual environment adding to our ability to offer more flexibility on how you handle your time.

  Bring your curiosity and creativity and help us craft tomorrow!

  Equal Employment Opportunity Statement

  Siemens is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.

  EEO is the Law

  Applicants and employees are protected under Federal law from discrimination. To learn more, Click here (https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm) .

  Pay Transparency Non-Discrimination Provision

  Siemens follows Executive Order 11246, including the Pay Transparency Nondiscrimination Provision. To learn more, Click here (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf) .

  California Privacy Notice

  California residents have the right to receive additional notices about their personal information. To learn more, click here (https://new.siemens.com/us/en/general/legal/us-internet-privacy-notice-state-rights.html) .

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