Renu Kaur Email & Phone Number

San Francisco Bay Area

Redwood City, California

• Draft and review commercial ordering documents, amendments, third party paper, and master services agreements using Ironclad and Microsoft Word
• Collaborate with Deal Desk and Sales to gain approval for non-standard billing and contractual terms from the VP of Finance & Operations, Sr. Finance Operations Manager, Legal, Professional Services, and Sales Management
• Analyze complex sales deals and custom contractual terms to determine revenue implications and viability of contractual setups within Zuora for accurate revenue reporting
• Provide guidance and direction to Deal Desk, Account Executives, and Customer Success Managers on how to position contractual agreements to address any limitations within Zuora
• Provide guidance to the Global Billing & Revenue Operations Team on billing, provisioning, termination related set ups in Zuora and customer related inquiries, when needed
• Review drafts of commercial ordering documents and amendments for the Global Billing & Revenue Operations Team, when needed

Redwood City

• Assist with the improvement, development, implementation, and optimization of new billing processes for the Billing Operations team to align with global business and sales strategies
• Assist with ad hoc projects for the Global Billing & Revenue Operations to improve operational processes and data accuracy across various billing and cross functional applications
• Collaborate with Legal, Sales, and Engineering to resolve invoice disputes, discounts, credits, and terminations
• Review and draft standard commercial ordering documents and amendments using Adobe Acrobat and Microsoft Word to ensure proper revenue recognition within Zuora
• Process and complete invoicing set ups, service provisioning, terminations, cancellations, invoice adjustments, and refunds within Zuora
• Resolve and respond to all external customer billing, invoicing, and product related queries within a 24-hour time frame using Salesforce

Mountain View, California

• Assist with negotiating contract for largest strategic partner in Latin America on new UI
• Manage quarterly reporting for one of the most valuable customers, resulting in ~$80K sales
• Lead cross-functional effort with Finance, Content, and Product Management to create an internal workflow for the sale of SaaS partner content

Mountain View, California

• Manage the integration of all SaaS partners across three SaaS platforms by collaborating with Product Management, Engineering, and other internal stakeholders through JIRA and Confluence
• Ensure technical feed integrations were completed on new UI for worldwide distribution partners with Product Management
• Lead cross-functional effort with Finance, Content, and Product Management to create an internal workflow for the sale of partner content
• Improve internal partner related workflows to finalize sales leads, process purchase orders, and provide efficient customer service
• Centralize all partner agreements and terminations to formalize business partnerships while collaborating with Legal, Customer Service, Management, Sales, and Finance
• Fulfill ad hoc reporting requests for the VP of Market Development, Sales, and partners by utilizing Excel, Access, Salesforce, and IDC SharePoint

Mountain View, California

• Evaluate, collaborate, develop, and implement the automation of reporting methods using IDC SharePoint and JIRA for partners, customers, and internal teams
• Draft, execute, and coordinate marketing strategies to better enforce the communication of content, product, and platform enhancement updates
• Execute ad hoc analytical projects for the Partner Relations Team, VP of Marketing, VP of Global Sales, partners, and customers
• Extract and analyze sales, content, and usage data from internal databases through Excel, Access, SQL queries, SharePoint Analytics, and internal financial tools
• Manage automated technical integrations (XML and CSV feed) to ensure timely delivery of title feeds and daily purchase orders for partners over ~$15K
• Manage over 900 customer pipelines in Salesforce by updating current accounts, creating new accounts, and creating ad hoc reports for metrics