Workforce Software WFS Tester in at GlobexPeople

ZeroDay Group is seeking an OTC Process Specialist – Bids, Proposals, and Sales Order Management to support the Opportunity-to-Cash (OTC) process for one of our clients.

This role is responsible for preparing accurate bids, proposals, quotations, and sales orders while ensuring that all requests are completed within established service levels and billing deadlines. The successful candidate will work closely with Business Development, Sales, Operations, Finance, and Billing teams to maintain efficient and accurate OTC processes.

Responsibilities:
Bids, Proposals, and Quotations

• Prepare bids, proposals, quotations, and pricing requests based on requirementsreceived from Business Development, Sales, and Account Management teams.
• Review customer information, pricing, commercial terms, scope, and supportingdocuments to ensure accuracy and completeness.
• Ensure quotations and proposals are prepared correctly to prevent delays, billingissues, and other downstream concerns.
• Coordinate with relevant stakeholders to clarify requirements and resolve missingor inconsistent information.
• Maintain accurate documentation and proper tracking of bids, proposals,quotations, and pricing requests.
• Collaborate with Sales, Business Development, and other teams to supportcommercial and operational objectives.

Sales Order Management

• Create, process, and maintain Sales Orders and Planning Orders across multipleproducts and service lines.
• Ensure orders are processed accurately using SAP S/4HANA, SAP ECC, and otherdesignated OTC systems.
• Validate order details, customer information, pricing, and supporting documentsbefore processing or submission.
• Coordinate with Sales, Operations, Finance, and other internal teams to ensureorders align with project and service-delivery requirements.
• Submit completed Sales Orders to the Billing Team before monthly accrual andinvoicing deadlines.
• Support timely billing and revenue recognition by monitoring open, incomplete, orpending orders.
• Support month-end closing activities by ensuring all required sales and orderinformation is complete and ready for financial reporting.
• Follow up with the appropriate stakeholders to resolve order-related issues andprevent processing delays.

General OTC Responsibilities

• Manage and close assigned requests within agreed timelines using Salesforce andother designated systems.
• Consistently meet customer expectations, quality standards, and Service LevelAgreements.
• Maintain accurate and complete records for operational, compliance, audit, andreporting purposes.
• Identify process gaps and recommend improvements that can increase accuracy,efficiency, and customer satisfaction.
• Follow established quality, compliance, and operational procedures whenprocessing quotations, proposals, and sales orders.
• Provide responsive and professional support to internal and external stakeholders

Qualifications:

• Bachelor’s degree in Business, Engineering, or a related field.
• Relevant experience in bid, proposal, quotation, pricing, or sales order processing.
• Good understanding of Opportunity-to-Cash, Quote-to-Cash, or Order-to-Cashprocesses.
• Hands-on experience with SAP S/4HANA and/or SAP ECC, particularly in salesorder, pricing, billing, or related OTC processes.
• Experience using Salesforce for request, case, workflow, or customer informationmanagement.
• Proficiency in Microsoft Office applications, particularly Microsoft Excel.
• Experience working with large datasets and advanced Excel functions such as:PivotTables
• VLOOKUP or XLOOKUP
• Data validation
• Data analysis and reconciliation
• Understanding of billing deadlines, month-end activities, service levels, and order-processing controls.
• Ability to manage multiple requests while maintaining accuracy and meetingagreed timelines.

Core Competencies

• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Strong interpersonal and stakeholder management skills.
• Analytical and critical-thinking ability.
• Effective problem-solving and decision-making skills.
• High level of ownership, persistence, and accountability.
• Ability to manage multiple priorities in a fast-paced environment.
• Customer-focused and service-oriented approach.
• Ability to work effectively with cross-functional and geographically distributedteams.

Preferred Qualifications

• Experience working in the oil and gas or construction industry.
• Previous exposure to business development, field operations, or field engineeringenvironments.
• Experience supporting upstream Quote-to-Cash activities, particularly:Bid and proposal management
• Quotation management
• Sales order management
• Billing coordination
• Familiarity with continuous improvement initiatives within OTC, finance operations, or shared-services environments.