Billing Analyst: Data-Driven Invoicing & CX (Hybrid)

Datasite; San Miguel de Allende; Híbrido; MXN 636.000 - 919.000; Jornada completa

Descripción de la vacante

Datasite is seeking a Billing Analyst to support clients and Sales by ensuring accurate and timely invoicing through invoice preparation, validation, and analysis. The role manages and analyzes billing data and resolves inquiries across the M&A lifecycle.

Based in our Heredia office with a hybrid model, you will collaborate with Finance, Sales, Collections and other teams, maintain data quality, and provide insights through reports. A Bachelor's degree and 2–4 years' experience are expected.

Formación

• 2 to 4 years of related experience in billing or data analysis.
• Experience with Salesforce or a similar CRM system.
• Proficient in Microsoft Excel with pivot tables.
• Experience with data analysis tools and reporting.
• Knowledge of M&A, financial, or industry services is a plus.

Responsabilidades

• Review account, order, billing, and invoice data to support accurate invoicing.
• Gather and validate billing records, customer data, and supporting documentation.
• Respond to customer, Sales, and internal stakeholder billing questions and issues.
• Research billing discrepancies, charges, adjustments, and usage using reports, Excel, Salesforce, and other tools.
• Provide invoice copies, summaries, cost-to-date information, and related billing documentation.
• Triage requests and collaborate with internal teams to resolve or appropriately route billing matters.
• Partner with Collections, Client Services, Sales, Accounts Receivable, Legal, Treasury, Security and Compliance, and other teams on billing, vendor, payment, and banking requests.
• Maintain accurate customer and billing data and support data quality, integrity, and audit readiness.
• Analyze billing and customer data to identify trends, improvement opportunities, and insights for reporting or special projects.
• Document service requests, customer interactions, and communications in Salesforce Service Cloud or similar systems.
• Build effective relationships with customers and internal partners while delivering excellent service.
• Follow internal standards, data practices, and applicable requirements related to customer and billing data.
• Support general Finance inquiries, purchase order follow-up, W-9 forms, and other assigned tasks.
• Manage competing priorities and deadlines while delivering accurate, timely work.

Conocimientos

Billing

Data analysis

Salesforce

Excel

Communication

Educación

Bachelor’s degree or equivalent

Herramientas

Salesforce

Pivot tables

Descripción del empleo

Datasite is seeking a Billing Analyst to support clients and Sales by ensuring accurate and timely invoicing through invoice preparation, validation, and analysis. The role manages and analyzes billing data and resolves inquiries across the M&A lifecycle.

Based in our Heredia office with a hybrid model, you will collaborate with Finance, Sales, Collections and other teams, maintain data quality, and provide insights through reports. A Bachelor's degree and 2–4 years' experience are expected.