Financial Validation and Crediting Specialist
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Job Location:
Mexico City - Mexico
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
At Qualtrics we create software the worlds best brands use to deliver exceptional frontline experiences build high-performing teams and design products people love. But we are more than a platformwe 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 conventionbut 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 youll be part of a nimble group thats 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 wont have to look to find growth opportunitiesready or not theyll find you. From retail to government to healthcare were on a mission to bring humanity connection and empathy back to business. Join over 5000 people across the globe who think thats work worth doing.
When you join one of our teams youll be part of a nimble group thats 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 wont have to look to find growth opportunitiesready or not theyll find you. From retail to government to healthcare were on a mission to bring humanity connection and empathy back to business. Join over 5000 people across the globe who think thats work worth doing.
Financial Validation and Crediting Specialist
Why We Have This Role
The Qualtrics Finance Team is looking for a Finance Specialist who combines financial know-how with a customer-first mindset to improve sales and renewals processes. Youll ensure accurate financials and forecasting while working closely with finance sales and customer success teams. If you like solving problems streamlining work and making a real impact this role is for you.
How Youll Find Success
- Detail-oriented mindset with a focus on accuracy
- Strong communication skills to clearly explain complex financial concepts
- Strategic thinking to identify process improvements
- Ability to manage multiple tasks efficiently under tight deadlines
- Effective stakeholder management and collaboration skills
- Customer-focused approach to delivering high-quality support
- Understanding of finance best practices and sales/renewal cycles
How Youll Grow
- Develop deeper SaaS finance expertise particularly in sales and renewals
- Gain experience managing cross-functional stakeholder relationships
- Build advanced skills in financial forecasting and quota management
- Enhance process improvement and operational efficiency capabilities
- Strengthen communication skills for diverse audiences including non-financial stakeholders
Things Youll Do
- Ensure accuracy of sales and renewal transactions to support company financials
- Partner with finance sales and customer success teams to resolve complex issues
- Manage and respond to high volumes of stakeholder requests within SLAs
- Drive improvements in billing and forecasting processes to increase efficiency
- Support monthly accounting close deadlines with timely and accurate data
- Maintain a professional respectful and customer-obsessed service approach
What Were Looking For On Your Resume
- Bachelors degree with strong academic performance
- 1 years of professional experience in finance or customer-facing support roles
- Proven ability to handle detailed financial data accurately
- Experience collaborating across teams to solve complex problems
- Familiarity with SaaS sales processes or financial forecasting preferred
- Spanish language skills a plus but not required
What You Should Know About This Team
- Collaborative environment where teamwork and communication matter
- High impact role contributing directly to company financial health
- Commitment to career growth with opportunities to develop SaaS finance expertise
- Positive inclusive team culture focused on supporting one another
- Fast-paced dynamic work setting that encourages problem-solving and innovation
Our Teams Favorite Perks and Benefits
- Work-life integration is deeply important to us - we have frequent office events team outings and happy hours
- Qualtrics Experience Program - MXN 36882 for an experience of your choosing (eligible after a year)
- Wellness reimbursement - up to the value of MXN 6250 per quarter can be reimbursed for a variety of wellness activities
- Allowances for meals transportation groceries and more
- We take pride in our office design aiming at fostering creativity
The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week work where you want owning the integration of work and life.
Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other protected characteristic.
Applicants in the United States of America have rights under Federal Employment Laws:
Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please let your Qualtrics contact/recruiter know.
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Required Experience:
IC
Key Skills
- Account Management
- Apache Web Server
- Jpa
- ABAP
- Community Support
- Islamic Banking
About Company
The Qualtrics Platform and our specialized AI uncovers insights, prioritizes actions, and empowers everyone to improve customer & employee experiences.
