Finance Crediting Analyst - CDMX

At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 20K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers. 

When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 6,000 people across the globe who think that’s work worth doing.

The Qualtrics Finance Team is looking for that special someone who can leverage their financial knowledge with their love of customer experience to add value to our organization. Do you want to have a huge impact on the company’s financial practice and grow your SaaS skills? Then this is the role for you! 

We are looking for a full-time Finance Specialist who can work across internal teams, solve complex problems, and make the sales and renewal cycle a fantastic experience for our stakeholders. Our team is key for ensuring the accuracy of company sales, renewals, and financial forecasting, and we need the right person to join our unstoppable force. 

• You’ll be a detailed oriented, strategic thinker, who is organized, and who can communicate effectively both written and verbally. 
• You’ll communicate technical or complex situations and policy to those that aren’t experts in that area.  
• You’ll understand how your role impacts upstream and downstream teams and drive process improvements and efficiencies. 
• You'll contribute to the accuracy of our company’s billings and forecasting.
• You’ll partner with our stakeholders across finance, sales, and customer success to solve problems utilizing your expertise of internal Average Annual Cloud Value (ACV) bookings and quota relief policies, stakeholder management, and finance best practices.
• You’ll be customer obsessed and make interactions with your stakeholders a professional and respectful experience. 
• You’ll manage your time to respond to a high volume of stakeholder requests within response timelines (SLAs) and in accordance with monthly accounting close deadlines. 
• You’ll work in a team and will contribute to a positive and inclusive team environment.

• Billing Systems Proficiency: Experience with enterprise billing and invoicing systems, with a preference for knowledge of NetSuite/Salesforce.
• Analytical Skills: Solid problem-solving and analytical abilities to review sales opportunities, contracts, and quotes accurately.
• Financial Knowledge: Understanding of finance processes and ability to manage the billing cycle for new business.
• Data Management: Competency in managing finance cases, handling key performance indicators, and participating in the monthly close process.
• Technical Proficiency: Knowledge of Google Suite (Gmail, Google Docs, etc.) and prior experience with enterprise applications.

• Communication Skills: Excellent interpersonal and communication skills to collaborate with various teams, partner with sales representatives, and support training of new team members.
• Customer Focus: Customer-centric mindset and business acumen to facilitate a smooth process for clients and address billing-related queries.
• Adaptability: Ability to work independently, be a fast learner, and thrive in a dynamic environment, demonstrating adaptability to change.
• Team Collaboration: Strong team player, collaborating closely and cross-functionally with different teams and departments.
• Problem-Solving Orientation: Proactively identify process gaps or inefficiencies, driving improvements and owning strategic projects to enhance team functionality.

• Accounting
• Business Administration
• Finance
• Business 

• Desired: 2 - 3 years in a full-time job in a shared services role such as Billing, AP, Collections, Accounting, Treasury or Procurement