Process Lead - OTC

Metayb; Chennai District; Hybrid; INR 1,500,000 - 2,100,000; Full time

Job summary

Metayb is seeking an experienced Process Lead – OTC (Order-to-Cash) to manage end-to-end OTC operations, including Sales Order Creation, Billing, Collections, and Cash Application in SAP. The role focuses on operational excellence, KPI management, and customer experience, with team leadership responsibilities.

The ideal candidate has 5–8 years of Finance Operations experience, strong SAP skills, and proven ability to lead teams across multiple stakeholders in a global/shared services

Qualifications

• Bachelor's degree in Finance, Accounting, Commerce, Business Administration, or a related discipline.
• 5 - 8 years of relevant Finance Operations experience with strong exposure to OTC / Order-to-Cash.
• Prior experience in a Team Lead / supervisory role with proven team-handling experience.
• Strong hands-on SAP experience is mandatory.

Responsibilities

• Lead end-to-end Order-to-Cash operations, including SO Creation, Order Management, Billing, Credit Management, Collections, Cash Application, and Customer Account Management.
• Ensure timely and accurate Sales Order creation and processing in SAP.
• Oversee billing and invoicing activities, ensuring accuracy and timeliness.
• Monitor Credit Management activities, credit limits, blocked orders, and customer account risks.
• Lead Collections and Accounts Receivable activities to support timely customer payments and cash-flow objectives.
• Oversee Cash Application, including payment allocation, unapplied cash, and payment discrepancies.
• Monitor customer accounts, ageing, disputes, and escalations.
• Ensure achievement of SLAs, KPIs, quality, productivity, and turnaround-time targets.
• Identify operational issues and ensure timely resolution with strong controls.
• Lead, manage, and develop the OTC team to achieve objectives.
• Handle team allocation, workload management, performance monitoring, and day-to-day operations.
• Provide coaching, mentoring, and regular feedback to team members.
• Identify training needs and support capability building.
• Manage team-level escalations and stakeholder communications.
• Build collaborative, accountable, and customer-focused team environment.
• Act as key point of contact for OTC operations and escalations.
• Coordinate with Sales, Finance, Customer Service, and others to resolve OTC issues.
• Communicate performance, risks, issues, and improvement opportunities.
• Support performance reviews and stakeholder discussions.
• Use SAP to support SO creation, order processing, billing, credit management, collections, cash application, and reporting.
• Identify opportunities for process standardisation, automation, and continuous improvement.
• Support automation initiatives including exposure to Microsoft Power Platform.
• Prepare and monitor OTC reports covering billing, collections, ageing, credit, cash application, and performance.

Skills

OTC processes

SAP knowledge

Team handling

Excel

PowerPoint

Power Platform

Stakeholder management

Communication

Education

Bachelor's degree in Finance/Accounting/Business

Tools

SAP

Microsoft Power Platform

PowerPoint

Job description

Metayb is a digital transformation company on a mission to transform seamlessly by empowering organisations to navigate the vast landscape of the digital-first era. We have grown into a close-knit family of 500+ employees, each possessing rich field expertise. Metayb focuses on fostering seamless customer experiences, enhancing operational efficiency, and deriving actionable insights.

Our key areas of expertise lie in Digital Transformation, Data Science, SAP Implementation, Workflow Automation, Dashboarding, Visualization, Finance, and Supply Chain Services. We strongly aspire to venture into IoT, AI/ML, and Virtual Reality.

Role Overview

We are looking for an experienced Process Lead – OTC (Order-to-Cash) to manage and oversee end-to-end Order-to-Cash operations, including Sales Order Creation, Order Management, Billing, Collections, Credit Management, Cash Application, and Customer Account Management.

The role will focus on operational excellence, SLA and KPI management, customer experience, cash-flow performance, team handling, and continuous process improvement. The ideal candidate should have strong OTC expertise, hands-on SAP experience, and proven experience in managing teams and multiple stakeholders.

Working Days: Monday to Saturday

Shift: 2:30 PM – 11:30 PM IST

Saturday: Work from Home

Key Responsibilities

• Lead end-to-end Order-to-Cash operations, including SO Creation, Order Management, Billing, Credit Management, Collections, Cash Application, and Customer Account Management.
• Ensure timely and accurate Sales Order creation and processing in SAP.
• Oversee billing and invoicing activities, ensuring accuracy and timely completion.
• Monitor Credit Management activities, credit limits, blocked orders, and customer account risks.
• Lead Collections and Accounts Receivable activities to support timely customer payments and cash-flow objectives.
• Oversee Cash Application, including payment allocation, unapplied cash, and payment discrepancies.
• Monitor customer accounts, outstanding balances, ageing, disputes, and escalations.
• Ensure achievement of SLAs, KPIs, quality, productivity, and turnaround-time targets.
• Identify operational issues and ensure timely resolution while maintaining strong process controls.
• Lead, manage, and develop the OTC team to achieve operational and business objectives.
• Handle team allocation, workload management, performance monitoring, and day-to-day team operations.
• Provide coaching, mentoring, and regular feedback to team members.
• Identify training and development needs and support team capability building.
• Manage team-level escalations and ensure timely resolution of operational issues.
• Build a collaborative, accountable, and customer-focused team environment.
• Act as a key point of contact for OTC operations, customer queries, and escalations.
• Build strong relationships with internal and external stakeholders.
• Coordinate with Sales, Finance, Customer Service, and other relevant teams to resolve OTC issues.
• Communicate performance, risks, issues, and improvement opportunities effectively.
• Support regular performance reviews and stakeholder discussions.
• Use SAP to support SO creation, order processing, billing, credit management, collections, cash application, and reporting.
• Identify opportunities for process standardisation, automation, and continuous improvement.
• Support automation and transformation initiatives, including exposure to Microsoft Power Platform.
• Prepare and monitor OTC reports covering billing, collections, ageing, credit, cash application, and operational performance.

Qualifications

• Bachelor's Degree in Finance, Accounting, Commerce, Business Administration, or a related discipline.
• 5 - 8 years of relevant Finance Operations experience, with strong exposure to OTC / Order-to-Cash.
• Prior experience in a Team Lead / Process Lead / supervisory role with proven team-handling experience.
• Strong hands-on experience with SAP is mandatory.
• Strong experience across SO Creation, Order Management, Billing, Credit Management, Collections, Cash Application, and Accounts Receivable.
• Experience in a global/shared services or multinational environment is an advantage.

Required Skills

• Strong knowledge of end-to-end OTC processes.
• Strong hands‑on SAP knowledge.
• Strong understanding of Sales Order Creation, Billing, Credit Management, Collections, Cash Application, and Accounts Receivable.
• Proven team handling, people management, coaching, and conflict-resolution skills.
• Strong analytical and problem‑solving abilities.
• Excellent verbal and written communication.
• Strong stakeholder and customer‑management skills.
• Intermediate Microsoft Excel and basic to intermediate PowerPoint.
• Exposure to Microsoft Power Platform is an added advantage.
• Strong ownership, prioritisation, and time‑management skills.
• Willingness to work Monday to Saturday, 2:30 PM – 11:30 PM IST.
• Saturday WFH.

Disclaimer:The job title mentioned in this description is generic and intended for broad categorization purposes. The final designation will be determined based on the candidate’s performance during the interview process, relevant experience, and alignment with the organizational hierarchy.

Required Skills

Advanced Excel Credit Management Microsoft Powerpoint