Claudia Solis Email & Phone Number

Menlo Park, Ca, Us

Santa Clara County, California, United States

Cloud Software Group/ Business Unit: TIBCO Software, Santa Clara, CA Senior Sales Operations Analyst 9/2023 present*Collaborate with third party group in quarterly auditing activities. *Provide subject matter expert level testing and training in an accounting software upgrade project.*Provide reporting for quarter end closing to facilitate order processing.*Communicate with customers and facilitate new licensing.*Fulfillment of Revenue Software Orders.*Confirm… Show more Cloud Software Group/ Business Unit: TIBCO Software, Santa Clara, CA Senior Sales Operations Analyst 9/2023 present*Collaborate with third party group in quarterly auditing activities. *Provide subject matter expert level testing and training in an accounting software upgrade project.*Provide reporting for quarter end closing to facilitate order processing.*Communicate with customers and facilitate new licensing.*Fulfillment of Revenue Software Orders.*Confirm timely and accurate delivery of TIBCO products to customers and partners based on contractual entitlements. *Lead in Latino Professional Services events for Corporate Office Show less

Palo Alto, Ca 94303

• Upload products to a TIBCO eDelivery site for customer access to the software they are entitled. Respond to inquiries regarding credential and license keys, down-level version requests as needed while following proper entitlement practices including download site management.• Managed completion of product release process, ensuring electronic software published on the e-Delivery site for customer access. Created and approved Engineering Change Orders (ECO) and Manufacturing Change Orders… Show more • Upload products to a TIBCO eDelivery site for customer access to the software they are entitled. Respond to inquiries regarding credential and license keys, down-level version requests as needed while following proper entitlement practices including download site management.• Managed completion of product release process, ensuring electronic software published on the e-Delivery site for customer access. Created and approved Engineering Change Orders (ECO) and Manufacturing Change Orders (MCO). Including download site management, part number creation, and Bill of Material (BOM) creation. Change the ECCN attribute in EPM; Upload keys to PKI third party vendor• Process physical orders for Premio as needed.• Responded to internal and external customer inquiries to TIBCO’s Download Administrator mailbox ensuring timely assistance and positive customer experiences while following proper entitlement practices.• Represented Software Operations Team in Pricing Committee meetings for any product release, pricing, scheduling, and fulfillment-related issues• Create licenses for Schlumberger ocean store as well as the Open Spirit license generator• Run daily Shipment portal reports complete credential order in fulfillment portal. Provide proof of delivery to customer and sales reps.• Retrigger licenses that have failed in our fulfillment portal.• Maintained customer records, interacted extensively with the customer, manually cut license key requests. I created a business process, and work instruction guidelines for departmental use. Minimized manual steps by understanding current processes and hand-offs, gaps, future needs and providing feedback in automated solutions (entitlement tracking, license generation, communication) • Provide hoc report as needed Show less

Palo Alto

• I have the ability to identify and analyze problems using sound judgment and determine solutions in order to effectively resolve issues as needed.• Provide coverage, across many different skill sets, related to Order Management including international coverage. Would process training, subscription and hosted software agreements for Spotfire division worldwide. I worked closely with other teams, such as Sales, Revenue, Credit & Collections, AR, Legal and Fulfillment. • Provide customer… Show more • I have the ability to identify and analyze problems using sound judgment and determine solutions in order to effectively resolve issues as needed.• Provide coverage, across many different skill sets, related to Order Management including international coverage. Would process training, subscription and hosted software agreements for Spotfire division worldwide. I worked closely with other teams, such as Sales, Revenue, Credit & Collections, AR, Legal and Fulfillment. • Provide customer credit and termination of online credit card purchases.• Process contracts and orders and ensure all documentation is in compliance with revenue and company policy. • Review submitted contract and order forms for completeness, accuracy, and conformance to Client sales order acceptance policies. • Review contracts, PO’s and SLA’s for US and Latin America territories, interpreted contracts to identify ordered products and standard/non-standard terms contained within contracts certifying the accurate entry of orders. Achieved 99% on-time delivery. Tracked missing or unclear information with regional sales staff, escalating as necessary to Regional Manager. • Provide orders visibility to the sales team and management as needed.• Maintain internal Customer Master Data, direct interface with Sales & Education account team, reviewing and validating customer documentation, order entry, order acceptance. • Assisting with projects as needed I have a strong work ethic and sense of responsibility• Monitored and evaluated all order issues, resolved discrepancies in production metrics, and ensured accurate billing of all bookings. Moved accounts, adjusting maintenance renewals and product information in Siebel. Show less

• Reviewed all customer purchase orders to ensure accuracy and compliance.• Ensure that all contract terms and conditions comply with the legal business requirements. • Help co-workers process high volume workloads as business trends fluctuate.• Analyzing backlog report and clear up any discrepancies that affect the overall revenue.• Followed (SOP) SOX 404 compliance operation guidelines for all new orders to be processed.• Book, schedule, and release orders to shipping•… Show more • Reviewed all customer purchase orders to ensure accuracy and compliance.• Ensure that all contract terms and conditions comply with the legal business requirements. • Help co-workers process high volume workloads as business trends fluctuate.• Analyzing backlog report and clear up any discrepancies that affect the overall revenue.• Followed (SOP) SOX 404 compliance operation guidelines for all new orders to be processed.• Book, schedule, and release orders to shipping• Process all direct order for US and Latin American customers based on purchase order criteria. • Process return requests (RMAs) and customer credits • Provide customer service to our distributions and reseller partners.• Maintain documentation of Order management processes. Show less

Responsible for keeping accurate records of business activities including detailed information on order exceptions, outstanding problems & executive approvals as outlined by sales, finance, legal.Ran Business Object backlog reports for Order management.Ensure that all contract terms and conditions comply with the legal business requirements. Help co-workers process high volume workloads as business trends fluctuate.Analyzing backlog report and clear up any discrepancy that… Show more Responsible for keeping accurate records of business activities including detailed information on order exceptions, outstanding problems & executive approvals as outlined by sales, finance, legal.Ran Business Object backlog reports for Order management.Ensure that all contract terms and conditions comply with the legal business requirements. Help co-workers process high volume workloads as business trends fluctuate.Analyzing backlog report and clear up any discrepancy that affect the overall revenue.Followed SOX compliance guidelines for all new orders to be processed.Support company revenue processing activities by managing accounts.Responsible for maintaining strict service levels, validating information, entering and coordinating orders and handling any customer issues which included customer contact information in OracleReview purchase orders to ensure all legal requirements are met & documentation is complete & accurate Would maintain strict service levels, validating information, entering and coordinating orders and handling any product RMA's Show less

• Gathered all necessary information for the yearly audit with Defense Contract Management Agency by generating, updating and maintaining accurate information for the yearly Government Audit. Ran reports to extract data on actual expenditures by each Supplier category by firm (i.e., Women, Asian, Black, Hispanic, Veteran, etc.) which include government guidelines.• Assist the SBLO by Coordinating Supplier Certification with the Small Business Administration • Worked in conjunction with… Show more • Gathered all necessary information for the yearly audit with Defense Contract Management Agency by generating, updating and maintaining accurate information for the yearly Government Audit. Ran reports to extract data on actual expenditures by each Supplier category by firm (i.e., Women, Asian, Black, Hispanic, Veteran, etc.) which include government guidelines.• Assist the SBLO by Coordinating Supplier Certification with the Small Business Administration • Worked in conjunction with the NCSDC & Rainbow/Push Coalition • Entered new Purchase Orders in the system & maintained all supplier Contracts agreements • Created mail merge documents for supplier & Ordered all Office and Software supplies • Database Management and Reporting for vendor coordination• Organizing of meetings, calendar maintenance ,conference calls and department offsite events; including travel arrangements preparation and distribution of specialized reports• Outreach activities (brochures, trade fairs and advertisements & managed quotes )• Internal and external training conducted to promote the Supplier Diversity program by attending Trade fairs & Conference Workshops• Actual expenditures by each Supplier category by firm (i.e., Women, Asian, Black, Hispanic, Veteran, etc.) Supplier Certification maintenance• Handle confidential, critical and sensitive internal documents• Made all the necessary purchases with corporate credit card Show less

Provided support regarding customers invoicesIssue all the necessary credits when canceling or reinstalling customers accountsMaintain the company's 'Billing out' website and was the customers advocateCreated new sales orders in the system tuned up accounts for billingHeavy contact with customers and affiliatesProcessed expense reports for the management teamWorked very closely with the Customer Care Reps to resolve installation/order discrepancies Add… Show more Provided support regarding customers invoicesIssue all the necessary credits when canceling or reinstalling customers accountsMaintain the company's 'Billing out' website and was the customers advocateCreated new sales orders in the system tuned up accounts for billingHeavy contact with customers and affiliatesProcessed expense reports for the management teamWorked very closely with the Customer Care Reps to resolve installation/order discrepancies Add new vendors and procurement options and classificationsFax orders dealing with Sales tax and reviewed purchase ordersManagement open purchase orders & vendor negotiationsMaintained vendor relations on recurring accounts Show less

Certificate Of Completion; A B.A. Degree, Paralegal Studies; Business Administration 2003

A.S, Paralegal Studies

Paralegalism