About the Role:
Grade Level (for internal use):
09
The Role: Senior Fulfillment Reconciliation Specialist, S&P Global Energy Fulfillment
What’s in it for you:
As a Senior Fulfillment Reconciliation Specialist , you will lead strategic initiatives to optimize and transform the fulfillment reconciliation process. You will drive automation, AI adoption, and system-led solutions to improve accuracy, scalability, and control. You’ll partner cross-functionally to resolve complex entitlement issues, lead end-to-end projects, and influence stakeholders at multiple levels. This role offers the opportunity to shape the future of fulfillment and reconciliation operations, reduce manual effort, and build scalable, data-driven processes while gaining exposure to Salesforce CPQ, Alteryx, and advanced automation tools.
Responsibilities:
Strategic Leadership & Transformation
Act as the leader and driver of strategy (“the what”) for the channel fulfillment and reconciliation function, setting the vision for automation, AI, and operational excellence.
Own the transformation agenda across automation, AI, and efficiency initiatives, building a roadmap for scalable, system-led solutions that reduce manual effort.
Shift delivery models toward system-led execution, leveraging automation and AI to streamline workflows.
Continuously assess and improve channel delivery and the reconciliation processes to enhance accuracy, efficiency, and control effectiveness.
Project & Execution Management (Core Strength Area)
Lead end-to-end project execution for channel delivery and reconciliation, automation, and process improvement initiatives.
Manage timelines, milestones, and deliverables, ensuring stakeholder alignment and timely delivery.
Provide regular updates and high-quality presentations to leadership on project status, risks, and outcomes.
Drive team performance, accountability, and cross-functional collaboration to meet strategic goals.
Backlog Reduction & Operational Efficiency
Own and actively reduce existing reconciliation backlog through prioritization and scalable solutions.
Identify inefficiencies, implement automation, and introduce continuous improvement practices to enhance workflow efficiency.
Lead initiatives to automate exception handling, data validation, and reporting processes.
Transformation & Innovation (Core Strength Area)
Lead the adoption of AI, machine learning, and innovative tools to modernize reconciliation workflows.
Identify automation opportunities across data validation, exception management, and reporting.
Champion new systems, tools, and ways of working that increase scalability, transparency, and control.
Technical & Systems Leadership
Leverage and guide the use of Salesforce, Salesforce CPQ, and Alteryx to support reconciliation, automation, and scalable reporting.
Translate business needs into system-based solutions, partnering with technical teams for implementation.
Monitor and reconcile channel partner entitlement data within Salesforce to ensure accuracy of conversions, renewals, rebills, and cancellations.
Perform validation testing on Sandbox environments for system changes before deployment.
Core Reconciliation, Controls & Compliance
Conduct regular fulfillment reconciliations for manual and channel partner platforms, ensuring data accuracy aligned with Salesforce billing.
Investigate and resolve discrepancies, working closely with internal teams to rectify errors promptly.
Collaborate with Research Ops and other teams to complete reconciliation requests and ensure compliance with SOX standards.
Maintain documentation and records demonstrating SOX compliance and audit readiness.
Provide training and guidance to teams on channel delivery processes and controls.
Business & Stakeholder Engagement
Apply deep business knowledge to decision-making, prioritization, and process design.
Work across teams to align transformation efforts, automation initiatives, and reconciliation priorities.
Influence stakeholders at…