Billing Analyst, Customer Support, Associate

The Billing Analyst will provide support to clients and Sales on billing-related 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 billing-related 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 follow-up 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:

• 1-2 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 problem-solving skills with high learning agility.
• Proven ability to multitask in a time-sensitive and deadline-driven work environment.
• Strong communication skills, especially in explaining technical terms in a way non-technical 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 high-speed internet access (minimum 25Mbps download & 5Mbps upload speeds)