Job Summary
Provide a short overview of the role. What is the primary function of this role?
Identify reason customers deduct and resolve deductions/dispute in tandem with various Eaton Departments, communicate credit department and company payment policy, participate in process improvement projects, and support other management directives as prescribed.
Job Responsibilities
List the main functions of the role, being clear and concise (avoid using abbreviations, use short sentences, stress what is unique, emphasize what makes your job and organization special). If this is a re-evaluation of an existing role, highlight the job responsibilities that are new to the role.
A. Manages a deduction portfolio within a group of assigned accounts to identify, investigate, and analyze all deductions to determine their validity and issue credits for valid approved deductions.
B. Analyzes root cause of the deductions to determine if the deductions are legitimate or should be presented again for collection.
C. Ensures that deduction issues are communicated to the appropriate level of the organization, i.e. with pricing, sales, or manufacturing facilities.
D. Understands logistics to be able to determine the appropriateness of freight charged to customers, and deal with lost shipment issues.
E. Ensures appropriate approvals and documentation is received in order to resolve outstanding deductions. Approvals will need to fall within established limits of authority matrix.
F. Takes a proactive approach to identify what causes deductions and identify measures and processes that will help eliminate future deductions.
G. Provides customer service and develop relationships with internal/external customers and suppliers.
H. Participates, conceptualizes and/or leads projects identified to eliminate deduction root causes
I. Provides monthly or as required reporting on deduction portfolio as required by management team.
J. Markets, trains, counsels, advises, and communicates credit department policies and procedures to company personnel
K. Abides by Robinson-Pattman Act, Fair Debt Collection Practices Act, Cannons of Business Credit Ethics, and Eaton Ethics Policy at all times.
L. Have Digital mindset and Utilizes digital tools and forums to drive hyper-collaboration. Is also able to Uses the digitalization of data to improve speed and effectiveness.
M. Analyze root cause of Deductions reason and provide recommendations to resolve/avoid recurring issues.
N. Change Management - Present suggested process changes, obtain approvals and track and monitor progress and implementation
O. Documents new and existing processes. Updates documents as soon as improvements are made
Qualifications
Qualifications
Include the most important skills and qualities an applicant needs to have. Only list the essential requirements an applicant must have in order to be successful in the role.
Education level required
Bachelors/Masters Preferred
6-8 years
SAP, Oracle, GetPaid, MS-O365, EDI, Power BI
Professional Email Writing Skills, Professional Business Telephone Conversations
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