Finance & Accounting Executive Lead - P2P/OTC/Deal Desk

Sales Operations Manager

Review and validate commercial deals to ensure compliance with pricing, discounting, and contract policies

Manage the deal review queue; triage incoming requests, identify issues, and coordinate resolution with relevant SMEs

Validate quotes in CPQ tools (Salesforce CPQ or equivalent) ensuring accuracy before progression

Maintain deal desk knowledge base including approval matrices, pricing guides, and exception logs

Join internal/external meetings with clients and stakeholders; ensure Service Levels and client requirements are met

Handle queries for sales support on quote creation, pricing structures and policies

Structure and validate complex commercial deals; partner with Sales, Revenue, and Legal to facilitate quote approvals within SLA windows

Handle escalations from different deal desk functions with minimal supervision

Support month-end and quarter-end deal surge; ensure deals are closed, booked, and documented on time

Order to Cash Operations Manager, Sr. Manager, and Associate Director


Overall Purpose:

The person will be responsible for overseeing teams of Processors and Analysts under Order management/Billing and Accounts Receivable/Collections. He/ she has performance oversight for their team and ensures that productivity and quality metrics are met and reported. He/ she also oversees complex.

Responsibilities:

Production Supervision and Support

Coordinates individual and team work assignments

Monitors workload balancing

Supports high-quality work through a positive environment

Monitors team members performance with the focus on improvement

Service Level Agreements and Performance Metrics

Ensures individual and team service levels are met or exceeded

Assists in reviewing daily, weekly and monthly service levels and provides recommendations for improvements

Front line contact for questions or issues surrounding service levels

Quality

Participates in providing feedback to the Quality team for improvement suggestions

Works with auditing resources on individual and team error trends

Ensures timely feedback is provided to individuals and teams on quality issues, changes or trends

Performance Management

Assists in the creation of Performance Improvement Plans (PIPs) for Team Members not meeting expected production or quality targets, monitors program for a defined period

Provides suggestions to Management on unit performance, including motivation tactics, incentive programs and performance rewards

Procure to Pay Operations Sr. Manager


Overall Purpose:


The person will be responsible for overseeing teams of Processors and Analysts under PTP Tower. He/ she has performance oversight for their team and ensures that productivity and quality metrics are met and reported. He/ she also oversees complex cases and customers and troubleshooting issues.

Responsibilities:

Production Supervision and Support

Coordinates individual and team work assignments

Monitors workload balancing

Supports high-quality work through a positive environment

Monitors team members performance with the focus on improvement

Service Level Agreements and Performance Metrics

Ensures individual and team service levels are met or exceeded

Assists in reviewing daily, weekly and monthly service levels and provides recommendations for improvements

Front line contact for questions or issues surrounding service levels

Quality

Participates in providing feedback to the Quality team for improvement suggestions

Works with auditing resources on individual and team error trends

Ensures timely feedback is provided to individuals and teams on quality issues, changes or trends

Performance Management

Assists in the creation of Performance Improvement Plans (PIPs) for Team Members not meeting expected production or quality targets, monitors program for a defined period

Provides suggestions to Management on unit performance, including motivation tactics, incentive programs and performance rewards

Sales Operations Manager

At least 5-6 years of relevant experience in Deal Desk / Quotation Management / Pricing & Quotation

At least 8-12 years overall work experience; 5-10 years leadership experience

Order to Cash


Manager:

At least 8 to 12 years of relevant experience in OTC specific to Order Management and Billing

At least 5 years leadership experience

Sr. Manager

At least 12+ years of relevant experience in OTC specific to Order Management and Billing

At least 10 years leadership experience

Associate Director:

With at least 15 years of relevant experience

With minimum 10 years Quote to Cash (QTC) experience including Order management or deal desk or billing or collections etc.

With at least 10+ years people leadership/managerial experience

Finance, Accounting, Business Degree

Procure to Pay Sr. Manager

With at least 12+ years of relevant experience

With minimum 5 years Source to Pay (STP) experience

With AP/P2P process exposure

With at least 10 years people leadership/managerial experience

Accounting or Finance Degree

CPPP certification is preferred only

Open to any major ERP/P2P platform

Open to any Shared Services, GBS (Global Business Services), or BPO environment