Billing Analyst Customer Support Associate
Billing Analyst Customer Support Associate
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Salary Not Disclosed
1 Vacancy
Job Description
The Billing Analyst will provide support to clients and Sales on billingrelated matters in a highly technical environment. The Analyst is responsible for handling a wide range of billing queries on various products that facilitate the M&A lifecycle. This is a position requiring a professional mix of fintech and interpersonal skills.
Responsibilities:
- Provide support by assisting customers Sales and other stakeholders with simple billingrelated questions and problems.
- Analyze basic customer requests and engage various internal departments (Collections Client Services Sales Revenue & Enablement Sales Accounts Receivable Legal etc. to provide appropriate responses.
- Route issues the Billing Support Specialist is unable to resolve to the appropriate person or team for timely resolution.
- Provide copies of invoices summary of invoices (SOI) and cost to date (CTD) using Microsoft Excel & Salesforce systems.
- Receive customer purchase order numbers (POs) and perform routine analysis and followup to correlate to customer invoices.
- Assist with general Finance inquiries and other administrative tasks (e.g. handling W9 forms)
- Apply functional knowledge to ensure deliverables for customers are accurate and timely.
- Capture all service requests interactions and communications in Salesforce Service Cloud.
- Build positive relationships with Clients Sales and other internal departments.
- Additional duties as requested from time to time.
Education:
- Bachelors degree in Business Administration Accounting or Finance or related field
Experience:
- 12 years related experience in a billing support or customer service experience.
- Knowledge of Salesforce (or similar CRM)
- Excel experience (formulas pivot tables etc.
- Strong analytical and problemsolving skills with high learning agility.
- Proven ability to multitask in a timesensitive and deadlinedriven work environment.
- Strong communication skills especially in explaining technical terms in a way nontechnical individuals can understand.
- Ability to work well in a team collaboration environment.
- Excellent organizational skills and attention to detail.
- Knowledge of M&A financial or legal sectors an advantage but not essential
Additional Information:
- Remote work location must have highspeed internet access (minimum 25Mbps download & 5Mbps upload speeds)
Employment Type
Full Time
