Role purpose:
To ensure the accurate, timely, and policy-compliant processing, approval, and reporting of credit notes within the monthly billing cycle.
The Credit Note Specialist supports revenue assurance, compliance, and operational efficiency by managing credit note workflows, performing quality checks, and collaborating with finance, billing, and business stakeholders.
Key accountabilities and decision ownership:
Review and process credit note requests accurately and on time, in line with the Credit Note Policy.
Approve credit notes from initiation to completion, ensuring compliance and audit readiness.
Submit monthly credit note reports, identify trends, and escalate issues as needed.
Ensure credit note finance provisioning is completed and submitted on schedule.
Identify, record, and track problem management issues to minimize the issues of credit notes
Perform monthly quality checks on credit note, reporting findings and addressing issues with relevant staff.
Communicate credit note deadlines and manage relationships with business stakeholders.
Core competencies, knowledge and experience:
Problem solving and analytical skills
Planning and organising
Interpersonal and communication skills
Numeracy
Audit processes
Assist with change management and testing of new products and solutions.
Participate in projects to optimize business processes and policies.
Support the billing team with customer and other queries.
Attend internal customer meetings.
Manage credit note queues and SLAs.
Initiate and manage any Credit note related projects
Must have technical/professional qualifications:
Matric or Equivalent (Essential)
A 3-year tertiary qualification minimum NQF Level 7 majoring in IT Systems/Data Analysis/Finance/Business (advantage).
Job experience:
3 years' experience in credit note management, billing operations, and revenue assurance within a large organization, preferably in the telecommunications or financial services sector.
2 years' experience in project management.
Proficiency in SQL for data extraction, analysis, and reporting to support revenue assurance activities and executive reporting requirements.
Experience in developing, maintaining, and updating process documentation and policies to ensure alignment with best practices and compliance requirements.
Detailed knowledge of Siebel (advantageous).
Experience in the telecommunications industry (advantageous).