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Order & Billing Specialist- ATI

We Impact Lives Through Purpose-Driven Work in A People First Culture 

Ascend Learning is the connection between a powerful portfolio of brands serving students, educators, and employers with outcomes-based, data driven solutions across the lifecycle of learning. 

Our values-driven culture unifies our teams and inspires a mindset of action, innovation, and collaboration, with a relentless focus on customers. 

We're always looking for talented, passionate professionals to join us in our mission to help change lives. If this sounds like an environment where you'd thrive, read on to learn more. 

Ascend Learning leads the way in innovation and solution creation to improve outcomes and deliver results for students, educators, and healthcare workers in the ever-changing field of healthcare. We offer advanced resources that drive nursing success, empower front-line certified allied health workers, help physicians pass boards and stay current, and provide education management tools for medical education programs. 

WHAT YOU'LL DO  

As an Order and Billing Specialist for NCLEX Services at Ascend Learning, you will support ATI clients by managing B2B client relationships and providing sales support within your region. You will oversee day-to-day relations and account maintenance for clients using our post-graduate products and services, ensuring they receive accurate account information and pricing. Acting as a trusted adviser, you will facilitate the deal process by liaising with departments such as revenue, sales operations, legal, and pricing to resolve complex contract issues  

WHERE YOU’LL WORK  

This position will work a hybrid schedule from our Leawood, KS office. Fully remote considered for the highly qualified candidate. 

HOW YOU’LL SPEND YOUR TIME 

  • Cultivate internal relationships with all levels of the sales organization. 
  • Responds to Customer inquiries/information needs, and provides positive, courteous service to Customer/Sales Personnel. 
  • Serve as the trusted adviser to Sales on specified Deal and Quote related matters. 
  • Work as the primary liaison between multiple groups, such as revenue, sales ops, legal, pricing, to help facilitate the deal process. 
  • Answers questions regarding products, pricing, and proof of delivery. 
  • Works with the appropriate internal department to process invoices, quotes, returns, and credit card payments. 
  • Collaborate with sales / contract administration / finance to identify acceptable solutions, resolve complex contract issues, and develop solutions in compliance with business practices and policies. 
  • Works with the shipping department to expedite or ensure timely delivery of scheduled shipments. 
  • Maintain a daily phone shift for a dedicated faculty line, if assigned. 
  • Communicates pertinent customer concerns or issues to Sales Personnel. 
  • Maintains client information in D365, our Customer Relationship Management tool. 
  • Works with our Enterprise Apps team to design and test both user interface and user experience (UX/UI) for new products and processes. 
  • Set up and maintain products, pricing, and promotions for new and existing clients. 
  • Create client invoices while adhering to special statement handling for specific clients. 
  • Maintain and enter monthly billing into billing system. 
  • Respond to customer inquiries, accept/enter payments from customers and facilitate customer returns. 
  • Input daily activities and orders into CRM, including but not limited to client billings, batching orders. 
  • Review and interpret incoming contracts. 
  • Analyze quarterly and yearly revenue reports to ensure forecasting accuracy. 

WHAT YOU'LL NEED 

  • Bachelor’s degree or equivalent preferred. High school education or equivalent required. 
  • 2+ years of experience in account management, a Deal Desk function for a large sales team, customer service, or sales support. 
  • Solid understanding and experience with CPQ (configure, price, quote) tools and quote to cash process knowledge 
  • Experience using D365 CRM, Experlogix, or comparable CRM/CPQ tools is required 
  • Experience with Great Plains, Tableau and Microsoft office proficiency preferred 
  • Experience with reporting creation and analysis 
  • Self-motivated, critical thinker with prior experience collaborating across Sales, Legal, and Finance 
  • Technical aptitude 
  • Proficient in Microsoft Office applications - Word, Outlook, D365, Excel, PowerPoint 
  • Collaborative participation in identifying and suggesting possible resolution in system gaps and processes to better streamline efficient workflow 
  • Positive team player and effective communicator with all levels of management and cross-functional organizations 
  • Proven organizational skills and time management skills 
  • Strong attention to detail 
  • Strong verbal and written communication skills 
  • Previous leadership experience 

 BENEFITS 

  • Flexible and generous paid time off  
  • Competitive medical, dental, vision and life insurance  
  • 401(k) employer matching program 
  • Parental leave 
  • Wellness resources 
  • Charitable matching program 
  • Hybrid work  
  • On-site workout facilities (Leawood, Gilbert, Burlington) 
  • Community outreach groups 
  • Tuition reimbursement 

Fostering A Sense of Belonging 

We seek out and celebrate all people and perspectives and cultivate an inclusive culture where everyone can thrive, feel valued and be their authentic selves. Our culture is firmly rooted in the belief that by embracing our differences and drawing on diverse perspectives, we are a stronger, more innovative, and more successful organization where employees experience a sense of belonging.  

About Ascend Learning 

As a tech-enabled services company, Ascend Learning is a national leader in developing and delivering data-driven online educational content, software, assessments, analytics, and simulations serving institutions, students and employers across healthcare, fitness and wellness, public and workplace safety, skilled trades, insurance, financial services, cybersecurity, and higher education. We're committed to accelerating the learning pathways that can move people into careers where they have the knowledge and skills to have an impact and help change lives in the communities they serve. Headquartered in Burlington, MA with additional office locations and hybrid and remote workers in cities across the U.S., Ascend Learning was recognized by Newsweek and Plant-A Insights Group as one of America's 2023 Greatest Workplaces for Diversity. 

Ascend Learning, LLC is proud to be an equal opportunity employer (M/F/Vets/Disabled). No agency or search firm submissions will be accepted. Applications for U.S. based positions with Ascend Learning, LLC must be legally authorized to work in the United States and verification of employment eligibility will be required at the time of hire. 

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What You Should Know About Order & Billing Specialist- ATI, Ascend Learning

Join Ascend Learning as an Order & Billing Specialist within our NCLEX Services team and become a key player in our mission to improve educational outcomes in the healthcare sector! In this exciting remote position, you will nurture B2B client relationships and provide stellar sales support, ensuring our clients receive top-notch service. Picture yourself as the trusted adviser to our Sales team, helping to navigate product pricing, contract details, and more. Your day-to-day will involve collaborating with various internal teams, like revenue and legal, resolving complex issues, and facilitating smooth deal processes. You will also maintain crucial client information in our D365 CRM and assist in generating client invoices, all while ensuring timely deliveries with our shipping department. We’re not just looking for someone to fill a role; we want a self-motivated individual who thrives on organization and attention to detail. If you're proficient in using CPQ tools and have experience in account management or sales support, this is the perfect opportunity for you! Take your career to the next level while enjoying flexible paid time off, a competitive benefits package, and a fulfilling work environment that champions diversity. Apply to join Ascend Learning today—where your work has an impact and you'll feel valued in a people-first culture!

Frequently Asked Questions (FAQs) for Order & Billing Specialist- ATI Role at Ascend Learning
What responsibilities does the Order & Billing Specialist at Ascend Learning include?

As an Order & Billing Specialist at Ascend Learning, you will oversee B2B client relationships, manage sales support tasks, and act as a liaison between various departments like revenue, legal, and pricing. Your main goal will be to ensure clients receive accurate account information, facilitate the deal process, and provide exceptional service to sales personnel.

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What qualifications are needed for the Order & Billing Specialist position at Ascend Learning?

To thrive as an Order & Billing Specialist at Ascend Learning, you should have a Bachelor’s degree or equivalent experience, along with at least 2 years in account management or customer service. Familiarity with CPQ tools, D365 CRM, and advanced proficiency in Microsoft Office applications are crucial for success in this role.

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What does the work environment look like for the Order & Billing Specialist at Ascend Learning?

The Order & Billing Specialist position at Ascend Learning offers a hybrid working arrangement, primarily remote, which allows flexibility for the right candidate. You'll be part of a dynamic team that values collaboration and innovation, ensuring you have the resources to succeed in a supportive environment.

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How does Ascend Learning support career development for their Order & Billing Specialists?

At Ascend Learning, career growth is a priority! As an Order & Billing Specialist, you'll have access to learning resources, mentoring, and opportunities for advancement within the company. Our inclusive atmosphere encourages personal and professional development, so you can thrive in your career.

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What benefits can an Order & Billing Specialist expect at Ascend Learning?

As an Order & Billing Specialist at Ascend Learning, you'll enjoy a generous benefits package, including flexible paid time off, medical/dental/vision insurance, a 401(k) matching program, parental leave, wellness resources, and tuition reimbursement, all designed to support your well-being and work-life balance.

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Common Interview Questions for Order & Billing Specialist- ATI
Can you describe your experience with account management related to an Order & Billing Specialist role?

When answering this question, highlight your relevant experiences, focusing on your ability to manage client relationships and maintain accurate account information. Use specific examples to illustrate how you've ensured customer satisfaction and resolved any challenges that arose.

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How do you handle complex contract issues in order processing?

Demonstrate your problem-solving and communication skills in your response. Discuss instances where you effectively collaborated with sales, finance, or legal departments to resolve contract-related challenges and ensure smooth order processing.

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What tools and technologies are you proficient in relevant to the Order & Billing Specialist position?

Mention specific tools like D365 CRM, Microsoft Office, and any CPQ software you've used. Explain how your familiarity with these technologies has enhanced your ability to manage accounts or streamline the billing process.

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Describe a time you provided exceptional customer service in a previous role.

Provide a detailed example showcasing your dedication to customer satisfaction. Emphasize your proactive approach to addressing customer needs and delivering timely and accurate information.

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How do you prioritize tasks when managing multiple client accounts?

Share your strategies for time management and organization, which can include using task management tools or prioritizing based on deadlines and client needs. Highlight your ability to thrive under pressure while maintaining attention to detail.

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What steps would you take if you discovered a billing error?

Discuss your approach to identifying, addressing, and rectifying the billing error while ensuring transparent communication with the client and internal teams. This demonstrates responsibility and your commitment to accuracy.

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What makes you a good fit for the Order & Billing Specialist role at Ascend Learning?

Tailor your response by aligning your professional background and skills with the requirements of the Order & Billing Specialist position. Show your enthusiasm for Ascend Learning's mission and values, such as improving educational outcomes and teamwork.

Join Rise to see the full answer
How do you ensure accurate data entry in CRM systems?

Explain your process for maintaining data accuracy and integrity in CRM systems. Discuss any checks you perform, such as regular audits or confirmation processes, to ensure that all information is up-to-date and correct.

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Can you explain your experience working with sales teams?

Highlight your past experiences working closely with sales teams, emphasizing your communication skills and how you've supported their efforts through accurate information and timely responses to their inquiries.

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What do you understand about the billing process and the importance of attention to detail?

Discuss the billing process, addressing both its financial implications and its impact on customer satisfaction. Emphasize your commitment to accuracy and how details can significantly affect client relationships within the order and billing context.

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We help our students, educators and employers achieve education and career outcomes through innovative learning solutions that span the lifetime of learning. Vision: We will be the leading career solutions provider, delivering outcomes-based onli...

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DATE POSTED
April 8, 2025

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