Capital Order-to-Revenue Specialist

Summary of Responsibility:

The Capital Order-to-Revenue Specialist reports to the Capital Order-to-Revenue Manager and independently manages assigned capital equipment orders throughout the order-to-revenue process, from customer order through procurement, invoicing, delivery, and installation. This role utilizes Microsoft Dynamics 365 Finance & Operations (D365 F&O) to accurately process and maintain sales orders, purchase orders, customer and vendor invoices, costs, payment terms, and other financial information associated with each transaction. The Specialist works closely with customers, vendors, Sales, Accounting, and other internal departments to fulfill contractual obligations, maintain project timelines, resolve routine issues, and promptly escalate significant risks or exceptions while delivering a positive customer experience.

What You Will Contribute:

• Maintain a customer-first mindset in all daily activities to ensure a positive customer experience throughout the order-to-revenue process.

• Manage assigned capital equipment transactions throughout the order-to-revenue lifecycle, coordinating activities and deadlines from customer order through procurement, invoicing, delivery, and installation.

• Accurately create, process, and maintain sales orders, purchase orders, and related transactional and financial information, including payment terms and costs, within Microsoft Dynamics 365 Finance & Operations (D365 F&O).

• Maintain complete and accurate records for each capital equipment sale, including customer purchase orders, vendor purchase orders, correspondence, amendments, changes or deviations, clarifications, payment schedules, and other supporting documentation.

• Manage project schedules and milestones to meet projected delivery and installation dates while ensuring customer and vendor commitments are fulfilled.

• Procure machines, accessories, and related items in accordance with established approval procedures, coordinating vendor requirements, payments, and deadlines while ensuring compliance with contractual and business requirements.

• Generate and issue customer invoices accurately and timely in accordance with contract terms, payment schedules, and established financial procedures.

• Review and process vendor invoices against applicable purchase orders and supporting documentation, resolving discrepancies, and submitting approved invoices to Accounts Payable for timely payment.

• Apply working knowledge of accounting principles and transactional processes, including Accounts Receivable (A/R), Accounts Payable (A/P), invoicing, costs, and General Ledger (G/L) impacts, to support accurate order-to-revenue transactions.

• Identify, document, and communicate risks related to deadlines, payment terms, costs, invoicing, and contract requirements; resolve routine issues with appropriate stakeholders and promptly escalate significant exceptions or unresolved issues to the Capital Order-to-Revenue Manager.

• Maintain strong working relationships by communicating project status with customers, vendors, Sales, Accounting, and other internal departments, taking ownership of day-to-day coordination and follow-through on assigned orders.

• Support continuous improvement of order-to-revenue processes and D365 F&O workflows by identifying issues, participating in testing and training, and providing feedback on system and process enhancements.

• Ensure adherence to all company policies, procedures, and business ethics codes.

Other Functions:

• Perform related duties as required

The duties listed above are intended only as an illustration of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar or a logical assignment to the position.

Qualifications and Competencies:

• Bachelor’s degree in business administration, Accounting, Finance, or a related field, or equivalent experience, preferred.

• Two or more years of experience in order fulfillment, accounting, finance, order-to-revenue, or a related business function preferred.

• Experience working within an ERP system to process sales orders, purchasing, invoicing, or other financial transactions; Microsoft Dynamics 365 Finance & Operations (D365 F&O) experience strongly preferred.

• Working knowledge of accounting principles and transactional workflows, including the relationship between sales orders, purchasing, invoicing, costs, Accounts Receivable (A/R), Accounts Payable (A/P), and the General Ledger (G/L).

• Intermediate to advanced proficiency in Microsoft Office Suite, particularly Microsoft Excel.

• Strong analytical and problem-solving skills, including the ability to analyze financial and operational information and apply mathematics to resolve business issues.

• Strong attention to detail and commitment to maintaining accurate transactional and financial information.

• Ability to independently manage multiple orders, priorities, and deadlines while making sound decisions in a fast-paced environment.

• Excellent interpersonal skills with the ability to establish and maintain effective working relationships with customers, vendors, Sales, Accounting, and other internal departments.

• Strong written and verbal communication, listening, organizational, and time management skills.

• Working knowledge of contract terms and the ability to understand their operational and financial impact.

• This is an on-site position requiring attendance in the office five days per week, subject to applicable company policies and approved accommodation.

What’s in it for You:

We take great pride in our employees and offer a variety of benefits that allow our employees to be successful inside and outside of work:

• Competitive starting salary.

• Market competitive comprehensive health benefits including a zero premium medical plan offering, vision, dental, and company paid life insurance.

• 3+ Weeks’ Vacation to Start.

• 10 Company Paid Holidays.

• 401(k) retirement plan with company contribution.

• Tuition reimbursement.

• Employee appreciation events and perks.

• Employee Assistance Program.

The physical demands and characteristics of the work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Must be highly mobile, able to access all areas of the premises.

• Ability to concentrate and remain focused while prioritizing multiple tasks, responsibilities, and projects.

• Ability to sit for prolonged period of times.

• Able to perform bending, twisting, stooping, reaching, and lifting of moderate to heavyweight material up to 50 lbs. with assistance from equipment or other employees.

• Ability to frequently use hands and arms.

• Vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.

• Ability to work responsibly and professionally in dynamic job sites that may involve tight timelines, changing priorities, and interaction with customers and team members.

Certain positions are designated as safety-sensitive due to the nature of the work performed. Employees in these roles may also be expected to:

• Ability to stand, walk, bend, kneel, crouch, climb, and reach for extended periods while servicing equipment.

• Ability to work in tight spaces or awkward positions, including accessing equipment interiors and elevated areas.

• Strong hand–eye coordination and fine motor skills required for precise electrical, mechanical, and diagnostic work.

• Ability to work in industrial environments, with exposure to noise, lubricants, coolants, metal chips, and other manufacturing conditions, while consistently wearing required personal protective equipment (PPE).

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.

Requisition #: 1888 Windsor, CT