Client Billing Operations Analyst

Triumvirate Environmental; Somerville (MA); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Tuition reimbursement

Mentorship

Job summary

Triumvirate Environmental in Somerville, MA is seeking a Client Billing Operations Analyst to own reporting and analysis that keeps sales, billing accuracy, and account operations running smoothly. You will build dashboards, translate data into clear visuals, and collaborate with Sales, Billing, and Technical Services to resolve data gaps and drive process improvements.

The role supports forecasting workload and ensures data quality across teams.

Qualifications

• Bachelor's degree in Business, Finance, Operations, or related field.
• 1–2+ years in sales operations, business operations, or similar analytical role.
• Advanced Excel skills with pivot tables and dashboard-building experience (Power BI, Tableau, or similar a plus).
• Proven ability to identify process inefficiencies and drive improvement.
• Strong analytical and communication skills.
• Eligible to work in the United States without sponsorship.

Responsibilities

• Build and maintain dashboards tracking CPQ status, onboarding progress, PO gaps, and team workload.
• Translate raw operational data into clear visuals and narratives for technical/non-technical audiences.
• Prepare data for QBRs, monthly waste account reporting, and leadership summaries.
• Analyze delays, rework, billing gaps, and bottlenecks to identify root causes and implement improvements.
• Document processes and reporting logic to be repeatable and scalable.
• Support forecasting related to Sales Ops workload and capacity planning.

Skills

Advanced Excel

Data analysis

Cross-functional collaboration

Education

Bachelor's degree in Business/Finance/Operations

Tools

Power BI

Tableau

Job description

Client Billing Operations Analyst

Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking a Billing Operations Analyst for our Somerville, MA team.

We're looking for a Client Billing Operations Analyst who is equally comfortable digging into a messy spreadsheet and presenting a clean, actionable insight to leadership. This role owns the reporting and analysis that keeps our sales cycle, billing accuracy, and account operations running smoothly.

Triumvirate Environmental provides leading organizations in the higher education, life sciences, healthcare, and advanced manufacturing sectors with diverse services and expertise to assist them with compliance management. At Triumvirate Environmental, we strive to WOW both our employees and our customers. Our unique culture fosters growth, development, education, and creativity.

This position reports to the Corporate Director of Client Experience. This position will be fully onsite for the first 90 days. After 90 days, the position will follow a hybrid schedule approved by the manager and Human Resources.

Responsibilities

Reporting & Dashboards

• Build and maintain dashboards tracking CPQ status, customer onboarding progress, purchase order (PO) gaps, and team workload
• Translate raw operational data into clear, digestible visuals and narratives for both technical and non-technical audiences
• Prepare data for Quarterly Business Reviews (QBRs), monthly waste account reporting, and leadership summaries

Analysis & Process Improvement

• Analyze recurring delays, rework, billing gaps, and process bottlenecks to identify root causes and translate them into concrete, actionable recommendations
• Recommend and help implement process improvements that reduce errors and cycle time
• Document processes and reporting logic so they're repeatable and scalable
• Support forecasting related to Sales Ops workload and team capacity planning
• Identify opportunities to standardize and streamline Sales Ops workflows

Cross-Functional Partnership

• Partner closely with Technical Services and Sales leadership to improve data quality at the point of intake
• Serve as a liaison between Sales, Billing, and Technical Services to resolve data and process gaps
• Communicate findings and recommendations clearly to stakeholders at multiple levels

Basic Requirements

• Bachelor's degree in Business, Finance, Operations, or a related field (or equivalent experience)
• 1-2+ years of experience in sales operations, business operations, or a similar analytical role
• Advanced Excel skills required, including pivot tables and dashboard-building experience (Power BI, Tableau, or similar a plus)
• Demonstrated ability to identify process inefficiencies and drive improvement
• Strong analytical and detail-oriented approach, with the ability to translate data trends into actionable recommendations and next steps
• Strong written and verbal communication skills
• Proven ability to collaborate effectively across departments to align data quality and process improvements
• Comfortable operating amid ambiguity, with the ability to bring structure to loosely defined problems
• Must be eligible to work in the United States without future sponsorship
• Must have a reliable form of transportation

#LI-Hybrid

Besides Health, Dental and Vision Insurance, we contribute to a 401k, offer a generous tuition reimbursement program, TONS of safety training for some positions with opportunities for external trainings and certifications, Mentorship & Career Succession Planning, Relocation Opportunities, Auto/Home insurance discounts, pet assistance discount plans, discounted movie passes & more!

Triumvirate Environmental is committed to a diverse and inclusive workplace. As an Equal Opportunity Employer (EOE), Triumvirate does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals with Disabilities and Protected Veterans are encouraged to apply.

If you have a disability and need accommodation during the application and hiring process, please contact us at https://www.triumvirate.com/contact or call us at 888-834-9697. The requirements listed above are representative of the knowledge, skill, and/or ability required. To view our California Privacy Notice and Policy, click here.

Actual starting base pay may vary based on factors such as education, experience, skills, location and budget.

Pay Range: $60,000 – $75,000 USD