Services Onboarding Setup Specialist

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Responsibilities :

The Services Onboarding Setup Analyst's primary objective is to ensure that the MPS Contracts are in place and stipulations are in the Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems. This process involves New Account setup in Siebel / Microsoft Dynamics and the creation of Configurable Part Numbers (CPNs) in SAP that, upon release in the Production, triggers the MPS Order to Cash process & Revenue Recognition, Allocation and Recording of respective Hardware Assets, Annuities, Consumables and Adhoc / Toner Reconciliations.

The CCM Analyst works closely with respective Onboarding to Resolution teams (Asset Management, Consumable Management, Toner Reconciliation), Geo Internal Customers (Business Operations Manager-BOM, Customer Operation Manager-COM, Customer Operation Specialist-COS, Deployment Project Coordinator), Accounting (MPS Revenue & Recognition Team) and other cross-functional teams / process experts in bridging / surfacing identified gaps in the process and communicating these to stakeholders and Country counterparts in a timely manner.

Key Roles and Responsibilities :

• E2E Customer Setup ActivitiesSetup customer information in required Lexmark systems including but not limited to Siebel, SAP, Microsoft Dynamics, and Toner Reconciliation Admin tool.Enable proactive consumables management and hardware ordering.Analyze pricing details from the signed contract & Accounting File and translate it into CRM Systems.Read and understand the content of the Customer Data Worksheet (CDW), CPN Request Template, and translate it into the CRM Systems (Siebel, MS Dynamics, SAP).Create, modify, update, and delete customer User ID profile and its access in Lexmark Global Services (LGS) Portal.Review and execute post setup validation using the available post validation tools (e.g., Macro Checker, Setup Checklist, Reports, etc.) and other reference materials.Work, manage, & track requests through work management tools (e.g. Kofax Total Agility, World Wide Ticketing Tool, ServiceNow, Emails, etc.)
• Setup AccuracyAnalyze the nature of request by following specific E2E setup process.Conduct a preliminary review of existing setup prior to the execution of the new request.Validate the setup pricing details in the system by exporting reports and comparing it with the contract.Review the information in the system using the available post validation tools.Seek to confirm with the requester should confusion arise from the ticket / case.
• Exception Process and Other activitiesAnswer inquiries from different cross-functional teams and / or internal customers.Investigate Customer Setup related issues such as but not limited to Service Request issue, Consumable supply, Hardware ordering, Pricing concerns, etc.Provide issue resolution using different Problem-solving techniques such as RCA.Liase system related issues that hinder customer setup to the Subject Matter Expert (e.g., Key User & Team Lead).Channel non-setup inquiries to the designated cross-functional teams.Provide response and resolution in accordance with the established Service Level Agreement.Follow-up open request / tickets / items and use the team’s escalation path when necessary.Participate and / or lead CCM engagement activities and initiatives.Recommend and / or submit ideas for continuous improvement.

Educations, Experience and Certifications Basic Requirements :

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