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Manager, C2O Operations.

External
equifax logoEquifax · Costa Rica
ContractOn-site1w ago
AuditingExcelLeadershipSalesforce
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Responsibilities

  • Lead and develop a team of Specialists to ensure accurate contract analysis, interpretation and entry into the Global Financial System.
  • Oversee the auditing of customer contracts and monitor Salesforce and Finance portal queues to ensure strict adherence to SLAs.
  • Collaborate cross-functionally with Billing Operations, Sales, and Legal to optimize the contract-to-order lifecycle and resolve complex error trends.
  • Monitor and handle suspense transactions. Manage special projects including: application testing, implementation of annual price increases, product migration, Customer data clean up...
  • Drive initiatives for process optimization and comprehensive performance reporting.
  • What experience you need
  • Education: Bachelor's degree in Business, Finance, or a related discipline.
  • Experience: 5+ years of experience in billing, contract management, or financial operations within the financial services sector.
  • Communication: Exceptional cross-functional communication skills, with the ability to effectively engage and influence senior leadership and key stakeholders.
  • Demonstrated 3 years of leadership experience , with a proven track record of coaching and developing specialists.
  • Technical Skills: Advanced proficiency in Microsoft Excel and Google Sheets.
  • What could set you apart
  • Coaching & Development: Proven ability to mentor and develop team members, specifically in contract analysis and implementation.
  • Systems Operations Expertise: Deep technical knowledge of Salesforce, Contract-to-Order (C2O) workflows, and Billing and Revenue Management (BRM).
  • People Management: Demonstrated experience leading team building, continuous mentorship, and performance development initiatives.
  • AI Proficiency: Hands-on experience integrating advanced AI tools (such as Gemini, NotebookLM, and Studio) to optimize business operations.
  • Primary Location:
  • CRI-Sabana
  • CRI-Heredia
  • Function:
  • Function - Accounting
  • Schedule:
  • Full time

Additional Information

The Manager of the Contract to Order (C2O) Specialists provides leadership and strategic direction for the C2O team, overseeing the end-to-end contract implementation process within Equifax's Global Financial System. This role is pivotal in ensuring billing accuracy, driving operational excellence, and maintaining high KPIs by managing a team responsible for contract analysis and audit functions.


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