OTC Process Specialist - Bids, Proposals and Sales Order Management

OTC Process Specialist – Bids, Proposals, and Sales Order Management
Summary
ZeroDay Group is seeking an OTC Process Specialist – Bids, Proposals, and Sales Order Management to support the Opportunity-to-Cash (OTC) process for one of our clients.
This role is responsible for preparing accurate bids, proposals, quotations, and sales orders while ensuring that all requests are completed within established service levels and billing deadlines. The successful candidate will work closely with Business Development, Sales, Operations, Finance, and Billing teams to maintain efficient and accurate OTC processes.
Responsibilities
Bids, Proposals, and Quotations
Prepare bids, proposals, quotations, and pricing requests based on requirements received from Business Development, Sales, and Account Management teams.
Review customer information, pricing, commercial terms, scope, and supporting documents to ensure accuracy and completeness.
Ensure quotations and proposals are prepared correctly to prevent delays, billing issues, and other downstream concerns.
Coordinate with relevant stakeholders to clarify requirements and resolve missing or inconsistent information.
Maintain accurate documentation and proper tracking of bids, proposals, quotations, and pricing requests.
Collaborate with Sales, Business Development, and other teams to support commercial and operational objectives.
Sales Order Management
Create, process, and maintain Sales Orders and Planning Orders across multiple products and service lines.
Ensure orders are processed accurately using SAP S/4HANA, SAP ECC, and other designated OTC systems.
Validate order details, customer information, pricing, and supporting documents before processing or submission.
Coordinate with Sales, Operations, Finance, and other internal teams to ensure orders align with project and service-delivery requirements.
Submit completed Sales Orders to the Billing Team before monthly accrual and invoicing deadlines.
Support timely billing and revenue recognition by monitoring open, incomplete, or pending orders.
Support month-end closing activities by ensuring all required sales and order information is complete and ready for financial reporting.
Follow up with the appropriate stakeholders to resolve order-related issues and prevent processing delays.
General OTC Responsibilities
Manage and close assigned requests within agreed timelines using Salesforce and other designated systems.
Consistently meet customer expectations, quality standards, and Service Level Agreements.
Maintain accurate and complete records for operational, compliance, audit, and reporting purposes.
Identify process gaps and recommend improvements that can increase accuracy, efficiency, and customer satisfaction.
Follow established quality, compliance, and operational procedures when processing quotations, proposals, and sales orders.
Provide responsive and professional support to internal and external stakeholders.
Qualifications
Bachelor’s degree in Business, Engineering, or a related field.
Relevant experience in bid, proposal, quotation, pricing, or sales order processing.
Good understanding of Opportunity-to-Cash, Quote-to-Cash, or Order-to-Cash processes.
Hands-on experience with SAP S/4HANA and/or SAP ECC, particularly in sales order, pricing, billing, or related OTC processes.
Experience using Salesforce for request, case, workflow, or customer information management.
Proficiency in Microsoft Office applications, particularly Microsoft Excel.
Experience working with large datasets and advanced Excel functions such as:
PivotTables
VLOOKUP or XLOOKUP
Data validation
Data analysis and reconciliation
Understanding of billing deadlines, month-end activities, service levels, and order-processing controls.
Ability to manage multiple requests while maintaining accuracy and meeting agreed timelines.
Core Competencies
Strong attention to detail and commitment to accuracy.
Excellent written and verbal communication skills.
Strong interpersonal and stakeholder management skills.
Analytical and critical-thinking ability.
Effective problem-solving and decision-making skills.
High level of ownership, persistence, and accountability.
Ability to manage multiple priorities in a fast-paced environment.
Customer-focused and service-oriented approach.
Ability to work effectively with cross-functional and geographically distributed teams.
Preferred Qualifications
Experience working in the oil and gas or construction industry.
Previous exposure to business development, field operations, or field engineering environments.
Experience supporting upstream Quote-to-Cash activities, particularly:
Bid and proposal management
Quotation management
Sales order management
Billing coordination
Familiarity with continuous improvement initiatives within OTC, finance operations, or shared-services environments.

Work arrangement
Yes