Customer Transactions Specialist

<p><strong>About Us</strong></p> <p>Diligent is the global leader in modern governance, providing SaaS solutions across governance, risk, compliance, audit and ESG. Empowering more than 1 million users and 700,000 board members and leaders with a holistic view of their organization’s GRC practices so they can make better decisions, faster. No matter the challenge.</p> <p>At Diligent, you are an agent of positive change. You are joining a team of passionate, smart, creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place. Be a part of a global community on a mission to make a real impact.</p> <p>Learn more at <a href="https://www.diligent.com/" target="_blank">diligent.com</a>.</p><p></p> <p><strong>Position Overview</strong></p> <p>The Customer Transactions Specialist (CTS) will be responsible for Diligent’s contract review process in SalesForce and NetSuite.  This is a highly visible role that will partner with the sales teams to ensure customer contracts are accurately represented in SalesForce prior to workflow integration with our ERP and invoicing.  Candidates should have a customer centric focus and be able to partner with internal business partners in our sales organisation ensuring an efficient and accurate process.  Reporting to the Manager of Customer Transactions, this role will have a high impact on Diligent’s revenue recognition and Accounts Receivable processes.  This role will also actively participate in the integration of acquired companies.  </p> <p><strong>Key Responsibilities</strong></p> <ul> <li>Review and approve customer contracts in SFDC triggering the automation of other accounting processes</li> <li>Invoice customers through NetSuite in alignment with contractual terms</li> <li>Maintain a thorough understanding of Diligent products and services</li> <li>Support the Customer Transactions Manager on the integration of acquired companies in SFDC</li> <li>Assist in the formulation of internal controls and policies to comply with legislation and established best practices</li> </ul> <p><strong>Required Experience/Skills</strong></p> <ul> <li>Must have strong attention to detail</li> <li>Strong work ethic and willingness to take ownership for wide-ranging responsibilities</li> <li>Excellent interpersonal skills, flexibility to accommodate different situations and temperaments</li> <li>Ability to multi-task and work in a fast-paced and demanding global environment.</li> <li>Working knowledge of Microsoft Office (Excel, Word, Outlook, etc)</li> <li>Superior organisation and prioritisation skills</li> <li>Strong communication skills, both verbal and written. </li> </ul> <p></p><p><strong>What Diligent Offers You</strong> </p> <ul> <li><strong>Creativity is ingrained in our culture.</strong> We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients</li> <li><strong>We care about our people. </strong>Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few</li> <li><strong>We have teams all over the world</strong>. We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney.</li> <li><strong>Diversity is important to us.</strong> Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding.</li> </ul> <p>Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability – to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place. </p> <p>Headquartered in New York, Diligent has offices in Washington D.C., Baltimore, London, Galway, Budapest, Vancouver, Bengaluru, Munich, and Sydney. </p> <p> </p> <p>We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accord