Billing Analyst, Customer Support

Datasite; Remote; USD 50,000 - 70,000; Full time

Job summary

A financial technology company is seeking a Billing Analyst to support clients and sales on billing matters. The role involves handling billing inquiries, analyzing customer requests, and collaborating with other departments to provide timely responses. Candidates should have a Bachelor’s degree in a relevant field, with 1-2 years of related experience. Strong communication and analytical skills are essential, along with proficiency in Salesforce and Excel. This position offers the flexibility of remote work.

Qualifications

• 1-2 years related experience in billing support or customer service.
• Ability to explain technical terms to non-technical individuals.
• Knowledge of M&A, financial or legal sectors is an advantage.

Responsibilities

• Provide support by assisting customers and Sales with billing-related questions.
• Analyze customer requests and engage internal departments for responses.
• Capture all service requests and communications in Salesforce Service Cloud.
• Build positive relationships with Clients, Sales, and internal departments.

Skills

Strong communication skills

Analytical and problem-solving skills

Multitasking in time-sensitive environment

Excel experience

Salesforce knowledge

Education

Bachelor’s degree in Business Administration, Accounting, Finance or related field

Tools

Salesforce

Microsoft Excel

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.

Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

Get started now, we look forward to meeting you.

Job Description

The Billing Analyst will provide support to Datasite 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 Datasite 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

• Bachelor’s 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).

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.