Customer Service Analyst

Insight Advisors Private Limited; Pune District; On-site; INR 320,000 - 520,000; Part time

Job summary

Insight Advisors Private Limited in Pune is seeking a Customer Service Analyst – Billing to handle billing, invoicing, and order-to-cash activities. The role reports to the Finance – Accounts Receivable team and supports cross-functional teams including Sales, Planning, Logistics, and Manufacturing.

The candidate will process orders, validate pricing and taxes, generate invoices, and assist with month-end close. 6-month contract with WFO and 5-day week; transport available.

Qualifications

• Bachelor’s degree in Commerce / Finance / BBA or related field.
• 1–3 years of experience in Customer Service, Billing, Order Management, or Accounts Receivable.
• Experience in a manufacturing environment preferred.
• Exposure to Oracle and reporting tools such as Excel, Power BI, or Tableau will be an added advantage.

Responsibilities

• Review and process customer orders according to company policies and requirements.
• Validate customer master data, pricing, shipping instructions, payment terms, and tax information before order creation.
• Create and maintain customer sales orders accurately in the ERP system.
• Coordinate with Customer Service, Sales, Planning, Logistics, and Plant teams to resolve order-related issues.
• Process order modifications, cancellations, and customer change requests.
• Generate customer invoices accurately and within agreed timelines; ensure compliance with billing requirements and regulations.
• Support month-end billing activities to ensure timely revenue recognition.
• Maintain billing and order processing dashboards and assist in management reporting.

Skills

Customer Service

Sales Order Processing

O2C/AR

Pricing & Tax Validation

Shipment Coordination

Shipping Documentation

MS Excel

ERP (Oracle/SAP)

Education

Bachelor’s Degree – Commerce / Finance / BBA or related

Tools

Oracle

SAP

MS Excel

Power BI

Job description

Designation:Customer Service Analyst – Billing SFC
Location: Aundh, Pune
Experience: 1–3 Years
Contract: 6 Months
Work Mode: WFO | 5 Days
Shift: 1:30 PM – 10:30 PM | Transport Available
Qualification: Bachelor’s Degree – Commerce / Finance / BBA or related

Mandate Skills: Customer Service, Sales Order Processing, Customer Billing& Invoicing, O2C/AR, Pricing & Tax Validation, Shipment Coordination,Shipping Documentation, ERP (Oracle/SAP), MS Excel.

CustomerService Analyst - North Augusta (Contractual)

PositionSummary

TheCustomer Service Billing Executive will be responsible for processing customerorders, creating invoices, and ensuring accurate and timely billing activities.While the role supports the Customer Service function operationally, it willreport into the Finance – Accounts Receivable team to ensure appropriatesegregation of duties and business continuity. The individual will also providesupport to the Accounts Receivable team for finance-related activities asrequired.

CustomerOrder Management

• Review and process customerpurchase orders in accordance with company policies and customerrequirements.
  
• Validate customer master data,pricing, shipping instructions, payment terms, and tax information beforeorder creation.
  
• Create and maintain customersales orders accurately in the ERP system.
  
• Coordinate with CustomerService, Sales, Planning, Logistics, and Plant teams to resolveorder-related issues.
  
• Process order modifications,cancellations, and customer change requests.
  

Billing& Invoice Management

• Generate customer invoicesaccurately and within agreed timelines.
  
• Ensure all invoices comply withcustomer-specific billing requirements and statutory regulations.
  
• Validate pricing, taxes,freight, discounts, and other commercial terms before invoice creation.
  
• Process debit notes, creditnotes, RMA (Return Material Authorization) and invoice corrections whereapplicable.
  
• Resolve billing discrepanciesby coordinating with relevant stakeholders.
  
• Support month-end billingactivities to ensure timely revenue recognition.
  

ShipmentBooking

• Taking freight quotation,freight schedule, container booking
  
• Sending the required documentsto the customers (BOL, Inv, Packing List & etc)
  

CustomerDocumentation

• Maintaining documentation andsupporting records.
  
• Upload invoices and supportingdocuments to customer portals where applicable.
  
• Respond to customer requestsfor invoice copies, proof of delivery, and other billing-relateddocumentation.
  
• Ensure compliance with documentretention policies.
  

AccountsReceivable Support

• Assisting the AR team whereverrequired
  
• Support deduction tracking andfollow-up activities.
  

Reporting& Analytics

• Prepare daily, weekly, andmonthly operational reports related to billing and Accounts Receivable.
  
• Maintain billing and orderprocessing dashboards.
  
• Assist in generating othermanagement reports.
  
• Perform data validation andensure report accuracy.
  

ProcessCompliance & Controls

• Adhere to established StandardOperating Procedures (SOPs) and internal control requirements.
  
• Ensure compliance withSegregation of Duties (SoD) guidelines.
  
• Maintain high levels of dataaccuracy and process discipline.
  
• Participate in internal andexternal audits by providing required documentation.
  
• Identify process improvementopportunities and support automation initiatives.
  

CrossFunctional Collaboration

• Work closely with CustomerService, Sales, Supply Chain, Logistics, Manufacturing, Tax, and Financeteams.
  
• Build strong workingrelationships with internal stakeholders to ensure smooth order-to-cashoperations.
  
• Provide timely updates onbilling and customer-related issues.
  
• Strong understanding ofOrder-to-Cash (O2C) processes.
  
• Knowledge of Sales OrderProcessing and Customer Billing.
  
• Basic understanding of AccountsReceivable processes including Collections and Cash Application.
  
• Experience working with ERPsystems (Oracle preferred).
  
• Strong analytical andproblem-solving skills.
  
• Excellent attention to detailand accuracy.
  
• Ability to prioritize work andmeet strict deadlines.
  
• Intermediate to advancedMicrosoft Excel skills.
  
• Customer-focused mindset with acollaborative approach.
  

PreferredQualifications

• Bachelor's degree in Commerce,Finance, Business Administration, or related discipline.
  
• 1–3 years of experience inCustomer Service, Billing, Order Management, or Accounts Receivable.
  
• Experience in a manufacturingenvironment is preferred.
  
• Exposure to Oracle andreporting tools such as Excel, Power BI, or Tableau will be an addedadvantage.