Technical Trainer, Finance Operations (Mumbai)

Technical Trainer, Finance Operations Experience: 7 to 9 years Location: Mumbai, Maharashtra, India Skills: Accounts Receivable, Collections, Cash Application, QTC processes, Training, Coaching, Facilitation, Analytical skills, QTC tools, Workflow systems, Collaboration platforms, Trellis, Sidetrade, Salesforce Role Overview The QTC Trainer he QuotetoCash (QTC) Enablement & Capability Lead plays a critical role in strengthening endtoend QTC capabilities across the organization. This role is accountable for building functional expertise, driving process adoption, and enabling operational excellence across the full QTC lifecycle. Beyond training delivery, this role acts as a trusted partner to QTC leaders, supporting decisionmaking through insights derived from training gaps, process issues, quality trends, and systemusage challenges. The role is instrumental in maturing the centralized QTC operating model by ensuring people readiness, process clarity, and consistent execution. Key Responsibilities QTC Capability Building & Training Strategy Design and own a holistic QTC learning framework covering the entire QuotetoCash lifecycle, including: Contract audit & compliance checks prior to Oracle interfacing Contract creation, approvals, and amendment processes Billing scenarios, adjustments, and error resolution Billing inquiries and finance customer service playbooks Cash application, unapplied cash analysis, and writeoff governance Collections strategies, dispute resolution, and customer negotiations Controls, compliance, and audit readiness across QTC Additional scope: Build rolebased learning paths (Analyst, Senior Analyst, Team Lead, Manager) Deliver onboarding, crosstraining, and advanced certifications for QTC roles Maintain evergreen content in Trellis / Wiki / Spekit aligned to process changes Drive crosstower enablement with RTR, FP&A;, Sales Ops, and Legal Leadership Enablement & Decision Support Act as a strategic enablement partner to QTC leadership by: Identifying systemic issues through training feedback, quality reviews, and operational outputs Highlighting recurring root causes (skill gaps, unclear SOPs, system gaps, policy ambiguity) Translating operational issues into clear recommendations for leaders Supporting leaders with databacked insights for: Targeted retraining Process simplification Role clarity and handoffs Risk mitigation The role will proactively flag escalationworthy issues that impact: Revenue integrity Customer experience Audit outcomes Downstream billing or cash delays SOP Ownership, Governance & Change Management Create, standardize, and maintain SOPs, desk guides, and playbooks across all QTC towers Update documentation proactively for: Policy changes System enhancements Audit observations Process redesign initiatives Act as the single point of coordination to: Communicate changes Train impacted teams Ensure adoption and compliance Ensure global process consistency while accommodating approved regional deviations. Quality, Controls & Audit Readiness Lead quality and control enablement across QTC by: Performing periodic quality reviews on QTC process Audit, Billing, collection notes and cash applications. Address audit gaps through training and SOP updates Improve control awareness within operations Systems & User Experience SME (Expanded) Act as the functional SME for QTC systems including CRM, Oracle, and AR tooling by: Supporting training and golive for system changes and enhancements Identifying userexperience gaps that lead to errors or inefficiencies Partnering with Tech / Product teams to provide businesscentric feedback Ensuring system usage training aligns with process intent and controls Stakeholder & CrossFunctional Collaboration Partner closely with QTC Managers and senior leaders to align enablement plans with business priorities Support workforce readiness discussions (new scope onboarding, scope migrations, centralization waves) Act as an interface between Operations, Audit, Compliance, and Systems teams. Qualifications & Experience: Required 79 years of experience in Accounts Receivable, Collections, Cash Application, or related QTC functions. Strong understanding of QTC processesincluding collections outreach, unresolved cash resolution, disputes, reconciliations, and customer communication. Experience delivering training, coaching, or processing documentation within a finance operations environment. Excellent communication, facilitation, and presentation skills. Robust analytical mindset with ability to identify learning gaps and propose solutions. High proficiency with QTC tools, workflow systems, and collaboration platforms. Preferred Experience working in global operations. Prior .