Process Excellence Manager, Credit & AR Reporting

About the job

We re in an unbelievably exciting area of tech and are fundamentally reshaping the data storage industry. Here, you lead with innovative thinking, grow along with us, and join the smartest team in the industry. This type of work work that changes the world is what the tech industry was founded on. So, if you're ready to seize the endless opportunities and leave your mark, come join us.

The Role

The Process Excellence Manager, Credit & AR Reporting will be responsible for driving automation, optimization, and transformational improvement across Credit & AR Reporting processes globally. Reporting to the Director, Global Order to Cash (OTC) Process Owner, this role partners with AR&C leadership, other OTC Process Excellence Managers and the broader OTC team to streamline operations, automate manual work, mature processes, and improve working capital performance. This role is responsible for identifying, designing, and implementing end-to-end process enhancements that improve efficiency, effectiveness, and compliance with organizational goals. This is a high-level individual contributor role.

What You ll Do

Leadership & Process Excellence

Build & transform scalable, efficient OM processes designed for the future and that improve customer and stakeholder experiences

Indirectly influence, coach and energize AR&C team members and other key stakeholders through transformative change and process improvement methodologies

Improve overall process maturity & operations across the AR&C team by defining and baselining process health metrics (cost / quality / time), monitoring over time

Business Process Management

Collaborate with AR&C business owners to understand and document existing end to end policy, process and system flows.

Maintain and evolve the Credit & AR Reporting service catalog and related process documents, highlighting cross functional roles and responsibilities, interdependencies, hand offs, control points, system integrations and accounting entries.

Ensure processes are operating effectively through creation of best in class health metrics and monitoring systems

Ensure compliance with internal controls and SOX requirements

Translate system implementation & process redesign efforts into process documentation changes to keep business continuity

Continuously refine policies and workflows for scalability

Process Optimization & Automation

Utilize process improvement methodologies, including documenting current and future state processes, stakeholder identification and analysis, and communication plans, to implement improvements such as (but not limited to);

Implementation of automation and AI tools for Credit Management & AR Reports (e.g., High Radius & Finance Control Tower).

Creation & roll out of evolved Sales Order Credit Hold strategy

Facilitate real-time dashboards or AI tools to better automate month & quarter end AR reporting tasks

Analyze transactional data and efforts to establish baseline measurements to support business cases and influence change

Collaborate with cross-functional teams to lead the development, execution and ongoing improvement of key processes while ensuring the needs of all stakeholders are met timely and effectively.

Drive simplification (elimination of non value add activities), process improvement and automation.

Liaise w/ business owners and IT teams to drive requirement creation and UAT tasks for system enhancement requests.

Project Initiatives

Act as a project manager, overseeing AR&C projects from charter to execution, engaging stakeholders and driving completion of deliverables.

Partner w/ Order to Cash Process Manager in ERP implementation efforts and other ongoing or new system implementation projects

Coordinate UAT initiatives across Order to Cash department, ensuring resources are identified, test plans are created, and timelines are being met

Liaise with key stakeholder teams like Sales Operations, Deal Desk, Subscription Ops, Finance, Legal, Tax, Audit, etc. to lead AR&C process understanding & redesign discussions that support new company growth initiatives and new go-to-market models.

Scale up process for accurate and efficient Marketplace sales (e.g. AWS, Microsoft)

Provide executive-level reporting on project status, process maturity and transformational progress to key Finance stakeholders

What You Bring

Bachelor s degree in Accounting, Finance, Business, or related field

5+ years of AR, Credit, & Cash Application experience; prior operational leadership experience preferred.

Proven expertise implementing automation or AI tools to support business needs.

Lean Six Sigma or equivalent process improvement experience required, a minimum of Green Belt certification is preferred.

Demonstrated ability to lead through influence and drive large-scale transformation.

Strong experience in BPM, process design & mapping, and project management.

Experience leveraging AI or RPA in financial processes preferred.

ERP experience (NetSuite, SAP, or equivalent) and strong analytical skills.

Excellent written, verbal, and presentation skills with the ability to articulate issues to in order to call to action