Technical Trainer - Finance Operations (Quote-to-Cash)

Technical Trainer, Finance Operations

Role : QTC Trainer
Shift : UK
No. of Position : 1
Work Mode : 4 days WFO & 1 day WFH

Role Overview

The QTC Trainer he Quote‑to‑Cash (QTC) Enablement & Capability Lead plays a critical role in strengthening end‑to‑end 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 decision‑making through insights derived from training gaps, process issues, quality trends, and system‑usage 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 Quote‑to‑Cash 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 write‑off governance
• Collections strategies, dispute resolution, and customer negotiations
• Controls, compliance, and audit readiness across QTC

Additional scope:

• Build role‑based learning paths (Analyst, Senior Analyst, Team Lead, Manager)
• Deliver onboarding, cross‑training, and advanced certifications for QTC roles
• Maintain evergreen content in Trellis / Wiki / Spekit aligned to process changes
• Drive cross‑tower 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 data‑backed insights for:

• Targeted retraining
• Process simplification
• Role clarity and handoffs
• Risk mitigation

The role will proactively flag escalation‑worthy issues that impact:

• Revenue integrity
• Customer experience
• Audit outcomes
• Downstream billing or cash delays

3. 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.

4. 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

5. Systems & User Experience SME (Expanded)

Act as the functional SME for QTC systems including CRM, Oracle, and AR tooling by:

• Supporting training and go‑live for system changes and enhancements
• Identifying user‑experience gaps that lead to errors or inefficiencies
• Partnering with Tech / Product teams to provide business‑centric feedback
• Ensuring system usage training aligns with process intent and controls

6. Stakeholder & Cross‑Functional 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

• 7–9 years of experience in Accounts Receivable, Collections, Cash Application, or related QTC functions.
• Strong understanding of QTC processes—including 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.
• Strong 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 exposure to system implementations or training content development.
• Familiarity with Trellis, Sidetrade, Salesforce, or Cash Application platforms.

Morningstar is an equal opportunity employer

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Experience Level

Senior Level