Capital Order-to-Revenue Specialist

Summary of Responsibility: The Capital Order-to-Revenue Specialist reports to the Capital Order-to-Revenue Manager and independently manages assigned capital equipment orders throughout the order-to-revenue process, from customer order through procurement, invoicing, delivery, and installation. This role utilizes Microsoft Dynamics 365 Finance & Operations (D365 F&O) to accurately process and maintain sales orders, purchase orders, customer and vendor invoices, costs, payment terms, and other financial information associated with each transaction. The Specialist works closely with customers, vendors, Sales, Accounting, and other internal departments to fulfill contractual obligations, maintain project timelines, resolve routine issues, and promptly escalate significant risks or exceptions while delivering a positive customer experience. What You Will Contribute: Maintain a customer-first mindset in all daily activities to ensure a positive customer experience throughout the order-to-revenue process. Manage assigned capital equipment transactions throughout the order-to-revenue lifecycle, coordinating activities and deadlines from customer order through procurement, invoicing, delivery, and installation. Accurately create, process, and maintain sales orders, purchase orders, and related transactional and financial information, including payment terms and costs, within Microsoft Dynamics 365 Finance & Operations (D365 F&O). Maintain complete and accurate records for each capital equipment sale, including customer purchase orders, vendor purchase orders, correspondence, amendments, changes or deviations, clarifications, payment schedules, and other supporting documentation. Manage project schedules and milestones to meet projected delivery and installation dates while ensuring customer and vendor commitments are fulfilled. Procure machines, accessories, and related items in accordance with established approval procedures, coordinating vendor requirements, payments, and deadlines while ensuring compliance with contractual and business requirements. Generate and issue customer invoices accurately and timely in accordance with contract terms, payment schedules, and established financial procedures. Review and process vendor invoices against applicable purchase orders and supporting documentation, resolving discrepancies, and submitting approved invoices to Accounts Payable for timely payment. Apply working knowledge of accounting principles and transactional processes, including Accounts Receivable (A/R), Accounts Payable (A/P), invoicing, costs, and General Ledger (G/L) impacts, to support accurate order-to-revenue transactions. Identify, document, and communicate risks related to deadlines, payment terms, costs, invoicing, and contract requirements; resolve routine issues with appropriate stakeholders and promptly escalate significant exceptions or unresolved issues to the Capital Order-to-Revenue Manager. Maintain strong working relationships by communicating project status with customers, vendors, Sales, Accounting, and other internal departments, taking ownership of day-to-day coordination and follow-through on assigned orders. Support continuous improvement of order-to-revenue processes and D365 F&O workflows by identifying issues, participating in testing and training, and providing feedback on system and process enhancements. Ensure adherence to all company policies, procedures, and business ethics codes. Other Functions: Perform related duties as required The duties listed above are intended only as an illustration of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar or a logical assignment to the position. Qualifications and Competencies: Bachelor’s degree in business administration, Accounting, Finance, or a related field, or equivalent experience, preferred. Two or more years of experience in order fulfillmen…

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