- Own project setup activities and ensure projects are accurately and promptly established in NetSuite and other applicable systems.
- Review contracts, statements of work, proposals, purchase orders, and other commercial documents to establish project and billing requirements.
- Interpret contractual terms and follow up or escalate missing, incomplete, conflicting, or unsupported information.
- Configure project and sales order records according to established business rules and quality standards.
- Partner with Revenue, Accounts Receivable, PMO, Business Development, Proposals, Operations, and systems teams to resolve setup issues.
- Manage project setup queues and prioritize work based on business needs, readiness, urgency, and service-level expectations.
- Maintain standard operating procedures, work instructions, training materials, and reference documentation.
- Monitor setup quality, turnaround time, backlog, and process effectiveness; analyze recurring issues and recommend improvements.
- Support system enhancements, process optimization, audits, compliance reviews, and documentation requests.
- Provide training and knowledge transfer to backup resources and stakeholders as needed.
Microsoft ExcelNetSuiteProcess improvement