Basic Information

Country:

Mexico

State:

Jalisco

City:

Guadalajara

Date Published:

13-May-2026

Job ID:

46870

Travel:

You may occasionally be required to travel for business

Looking for details about our benefits? You can learn more about them by clicking HERE

Description and Requirements

Hybrid: #LI-Hybrid

BMC empowers nearly 80% of the Forbes Global 100 to accelerate business value, faster than humanly possible. Our industry-leading portfolio unlocks human and machine potential to drive business growth, innovation, and sustainable success. BMC does this in a simple and optimized way by connecting people, systems, and data that power the world’s largest organizations so they can seize a competitive advantage.

The Consulting Services Specialist (CSS) supports the Professional Services organisation (Consulting and/or Education) and the order-to-invoice lifecycle by ensuring services quotes, order documentation, approvals, signings, project set-up, and billing prerequisites are accurate, complete, and processed on time. The role partners closely with sales, delivery, finance, and order services to reduce friction in the quote-to-cash lifecycle and enable compliant, timely invoicing and revenue processes.

What success looks like

• Quotes and order documents are created correctly, with required approvals captured and audit-ready documentation maintained.

• Signings and project set-up are completed on time, enabling delivery teams to start work without delays.

• Billing blockers are proactively identified, tracked, and resolved; invoicing and credit redemption are processed accurately.

• Stakeholders receive clear, timely communication and guidance on tools, process steps, and required inputs.

Key responsibilities

Quote, order, and signing administration

• Support quotation and offer creation for Education and/or Consulting Services, including guidance to stakeholders on required inputs and process steps.

• Prepare order documentation and signing packages; validate completeness, accuracy, and required approvals prior to submission.

• Administer signings in relevant systems (e.g., Certinia, SFDC) in line with global guidelines and approval matrices.

Project set-up, governance, and documentation

• Set up and administer projects in the professional services administration system (Certinia) to enable accurate time/expense capture, reporting, invoicing, and revenue processes.

• Maintain organised, audit-ready engagement documentation and ensure records are stored according to agreed standards.

• Raise and manage help desk tickets to track missing information for signings, project set-up, and billing; escalate risks and blockers appropriately.

Billing enablement and credit redemption

• Support service billing activities by ensuring required project and commercial information is complete and available to invoicing teams.

• Participate in Education billings based on signed orders and facilitate timely project closure activities.

• Execute credit redemption processes (e.g., Success Credits), including monitoring redemptions and ensuring invoices and deposit redemptions are processed correctly in finance systems (e.g., Oracle AR), where applicable.

• Proactively follow up on issues preventing invoicing and drive resolution with internal partners.

Stakeholder support and continuous improvement

• Provide tool navigation support (e.g., CPQ, Certinia) and process guidance to internal stakeholders (e.g., ESRs/CSAMs).

• Identify recurring issues and contribute to root-cause resolution and process improvement to reduce cycle time and rework.

Competencies

Core competencies

• Customer and stakeholder focus: Responds promptly, sets expectations, and guides stakeholders through process requirements.

• Attention to detail and quality: Consistent attention to detail. Produces accurate, complete documentation; spots gaps and inconsistencies early.

• Ownership and follow-through: Tracks work to completion; escalates appropriately; closes loops with stakeholders.

• Communication: Communicates clearly in writing and verbally; tailors messages to audience and context.

• Collaboration: Works effectively across sales, delivery, legal, and finance to achieve shared outcomes.

Functional competencies

• Quote-to-cash operations: Understands services quoting, ordering, approvals, signings, project set-up, invoicing prerequisites, and handoffs. Demonstrated competency in supporting invoicing processes and resolving billing issues.

• Systems and data fluency: Navigates CPQ/CRM/PSA/finance tools; maintains accurate data; uses reports to identify issues.

• Process and control mindset: Follows global guidelines; maintains audit-ready evidence; supports internal controls.

• Issue resolution: Diagnoses blockers, distinguishes symptoms from root cause, and coordinates fixes across teams.

Growth and leadership behaviours (all levels)

• Continuous improvement: Suggests and tests improvements that reduce cycle time, rework, or risk.

• Learning agility: Adapts to new tools/processes; shares learnings with peers through documentation or coaching.

Experience and qualifications

Critical experience

• 3–5 years’ experience in a similar operations, order services, or professional services administration role.

• Working knowledge of contractual, ordering, invoicing and/or quote-to-cash processes.

Qualifications / technical expertise (required)

• Proficiency with Microsoft Office applications.

• Ability to work effectively in a remote, global environment; across regions/time zones; confident using escalation paths and structured workflows.

• For international roles: business-level English plus at least one additional language (as applicable).

Tools and systems (role-dependent)

• CPQ and CRM (e.g., SFDC).

• Professional services automation / project administration (e.g., Certinia).

• Finance systems used for invoicing and deposits (e.g., Oracle AR).

• Reporting tools

Growth and leadership behaviours (all levels)

• Continuous improvement: Suggests and tests improvements that reduce cycle time, rework, or risk.

• Learning agility: Adapts to new tools/processes; shares learnings with peers through documentation or coaching.

CA-DNP

Our commitment to you!

BMC’s culture is built around its people. We have 6000+ brilliant minds working together across the globe. You won’t be known just by your employee number, but for your true authentic self. BMC lets you be YOU!

If after reading the above, You’re unsure if you meet the qualifications of this role but are deeply excited about BMC and this team, we still encourage you to apply! We want to attract talents from diverse backgrounds and experience to ensure we face the world together with the best ideas!

BMC is committed to equal opportunity employment regardless of race, age, sex, creed, color, religion, citizenship status, sexual orientation, gender, gender expression, gender identity, national origin, disability, marital status, pregnancy, disabled veteran or status as a protected veteran. If you need a reasonable accommodation for any part of the application and hiring process, visit the accommodation request page.

BMC Software maintains a strict policy of not requesting any form of payment in exchange for employment opportunities, upholding a fair and ethical hiring process.

We use AI technology to support parts of our recruitment process, but people—not algorithms—make all final hiring decisions. AI may assist with tasks like scheduling, screening for role alignment, or helping us manage large volumes of applications more efficiently. However, candidates are reviewed by a member of our recruitment team, and interviews and hiring decisions are always made by people. We’re committed to ensuring that technology enhances fairness, efficiency, and the candidate experience—never replaces genuine human judgment.