Billing Analyst, Associate

Datasite; San Jose, Northern (CA, KY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Datasite is seeking a Billing Analyst to support clients and Sales by ensuring accurate billing through invoice preparation, validation, and data analysis. The role requires strong analytical skills, technical proficiency, and excellent collaboration with cross-functional teams.

The ideal candidate will manage billing data, respond to inquiries, and contribute to process improvements within our M&A lifecycle, while maintaining data quality and audit readiness.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• 2 to 4 years of relevant billing, accounting, or data management experience.
• Proficiency in Excel and Salesforce is required.

Responsibilities

• 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 and usage using reports and Excel.
• Document service requests and communications in Salesforce Service Cloud.

Skills

Analytical skills

Excel

Salesforce

Interpersonal skills

Data analysis

Education

Bachelor's degree or equivalent work experience

Tools

Salesforce Service Cloud

Job description

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Job Description: Billing Analyst, Associate

The Billing Analyst supports Datasite clients and Sales by ensuring accurate and timely billing through invoice preparation, validation, and analysis. The role manages and analyzes customer and billing data and resolves a wide range of billing inquiries throughout the M&A lifecycle. The role requires a strong balance of analytical expertise, technical proficiency, and interpersonal skills to deliver accurate, responsive, and seamless billing experience.

Responsibilities

• Review account, order, billing, and invoice data to support accurate and timely 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.

Education

Bachelor’s degree in Business Administration, Accounting, Finance, Business Analytics, Data Science, Information Technology, or a related field, or equivalent work experience.

Experience

2 to 4 years of related experience in billing, accounting, customer service, product support, data management, analytics, or a similar business support environment. Experience with Salesforce or a similar CRM system. Proficiency in Microsoft Excel, including formulas and pivot tables; advanced functions such as VLOOKUPs are preferred. Experience working with billing or customer data, reporting, and data analysis tools. Knowledge of M&A, financial, legal, or industry services is a plus.

Additional Information

Remote work location must have high-speed internet access (minimum 25Mbps download & 5Mbps upload speeds)

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.

Welcome to the Datasite global recruitment page. This is where you can explore opportunities and find the one that’s the best fit for you. It’s where all the high-tech, high-value, cutting edge technology businesses that form our economic value creation platform post the jobs they need you for. It’s the central hub for Datasite, Blueflame AI, Grata, and Sherpany. The best of the best from the very best people. The inquisitive. The inspirational. The inventive. The challenging. The builders of tomorrows. The people who come together to simplify the complex, create great experiences and deliver better outcomes for themselves and our customers.