At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 20K clients globally. Building a category takes grit, determination, and a disdain for convention—but 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, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.
Senior Specialist, Financial Validation and Crediting
Why We Have This Role
Qualtrics is looking for an energetic and self-motivated individual to join our Finance Operations function. We are a goal-oriented team that works hard and enjoys the incredible trajectory that Qualtrics provides. This is a job for a motivated individual who has great analytical skills and who is ready to work in an ambiguous environment. If you enjoy working in a fast-paced environment on a daily basis, this job may be a good fit for you.
- You’ll be a detailed oriented, strategic thinker, who is organized, and who can communicate effectively both written and verbally.
- You’ll communicate technical or complex situations and policy to those that aren’t experts in that area.
- You’ll understand how your role impacts upstream and downstream teams and drive process improvements and efficiencies.
- You'll contribute to the accuracy of our company’s billings and forecasting.
- You’ll partner with our stakeholders across finance, sales, and customer success to solve problems utilizing your expertise of internal Average Annual Cloud Value (ACV) bookings and quota relief policies, stakeholder management, and finance best practices.
- You’ll be customer obsessed and make interactions with your stakeholders a professional and respectful experience.
- You’ll manage your time to respond to a high volume of stakeholder requests within response timelines (SLAs) and in accordance with monthly accounting close deadlines.
- You'll work in a team and contribute to a positive and inclusive team environment.
How You’ll Grow
- You will work with our leaders on a daily basis and learn how the business is run.
- Performing day to day Crediting duties such as:
- Case ownership and transaction processing
- Support Crediting team members in daily tasks
- Support transaction level escalations received directly from stakeholders & Crediting Team members
- Coach and train newly Crediting Team members
- Work with manager to delegate and provide thoughtful & intentional guidance and opportunities for growth
- Escalate cases, questions, and team needs to manager
- Perform Quarterly Letter Splits
- Support stakeholder management for Crediting Brand within organization - act as liaison for other team leads on other teams and foster strong relationships
- Support in team management in case queues/escalations/SLAs & KPI
- Support team through trainings
- Senior Subject Matter Expert - expected to hold deep processing knowledge and ability to support the most complex deals
- Support the Finance Operations manager in ad-hoc requests related to the Crediting Team
What We’re Looking For on Your Resume
- Bachelor’s degree in Finance, Accounting, or Economics
- 1+ year of experience in corporate finance or related fields
- Strong analytical, quantitative and problem-solving skills
- Advanced knowledge of Microsoft Excel and Microsoft Office Suite
- Adaptable team player with a track record building and maintaining effective professional relationships
- Have mindset for scale, efficiency and growth
- Good communication and project management skills
- Experience in a fast-paced environment preferred
- Experience with enterprise systems (e.g. Salesforce, Netsuite, etc) preferred
What You Should Know About This Team
- We collaborate to get things done
- We come up with solutions rather than dwelling on problems
- We ask questions and lean in to help - we’re all in this together
Our Team’s Favorite Perks and Benefits
- Wellness Reimbursement each quarter to reimburse wellness activities including gym memberships, massages, workout equipment, meditation apps, and more
- Experience Bonus to use on an experience of your choice
- Lunches provided in the office
- Competitive benefits packages
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:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act
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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Top Skills
What the Team is Saying
What We Do
At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 19,000 clients globally.
"We are in the business of empowering organizations to really understand what people want, and then act on it with empathy, speed, and scale. This is what Qualtrics Experience Management is really about." - Zig Serafin, CEO
Our vision, as an organization, is to improve the human experience.
Why Work With Us
We're a place where strategic risks are encouraged & complex problems get solved together. Where nimble teams are empowered to set aggressive goals & move fast to win. A place that makes you feel safe as your authentic self. Where everyday work results in growth. And, most importantly, where what you do matters. That's why we work at Qualtrics.
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Qualtrics Teams
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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.
