Skills this job asks for
Accounts receivableAccountingBudgetingLeadershipSalesforce
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About the role
At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 18K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.
When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.
Senior Specialist, Accounts Receivable
Why We Have This Role
Qualtrics is a rapidly growing software company that specializes in experience management technology to address global experience gaps. With a presence in multiple countries and a commitment to employee development, Qualtrics offers excellent opportunities for career advancement. We are excited to expand our Shared Services Center into Mexico, which plays a crucial role in the Finance organization. The Qualtrics Finance Shared Services Center enhances the efficiency and quality of our finance processes while ensuring global end-to-end process standards. The Qualtrics Finance Team is looking for that special someone who can leverage their financial knowledge with their love of customer experience to add value to our organization. Do you want to have a huge impact on the company’s financial practice and grow your SaaS skills? Then this is the role for you!
How You’ll Find Success
• Collaborate effectively across sales, operations, and accounting teams to ensure a seamless billing and renewal process.
• Accurately manage and issue invoices, supporting timely and precise financial reporting.
• Solve complex challenges to enhance the overall sales and renewal cycle experience.
• Support financial forecasting by maintaining data accuracy and providing insightful reporting.
• Drive efficiency and contribute to projects that strengthen the Finance organization.
How You’ll Grow
• Lead with Influence: Develop your leadership skills, inspiring and motivating within your team.
• Expand Your Horizons: Gain exposure to diverse work cultures and global business practices.
• Become a Strategic Partner: Build strong relationships with senior leadership and contribute to Qualtrics' overall success.
• Make a Lasting Impact: Leave a legacy of positive change, shaping the future of work for Qualtrics employees worldwide.
• As a founding member of the Finance Shared Services Center Team in Mexico, you will get the opportunity to be part of a valued group that contribute the success and development of Finance as well as the overall company.
Things You’ll Do
• Manage a collections portfolio of customer invoices
• Facilitate a smooth process for our clients to pay for their licenses
• Manages emails and cases requested by the sale organization and customers
• Partner with sales representatives who close deals to obtain purchase orders
• Work with team leads and managers to address process gaps or inefficiencies and drive improvements
• Collaborate closely and cross-functionally with other teams and departments
• Support the training of new team members
• Follow Qualtrics processes and use application tools available in
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