Customer Sales support and Billing (Hybrid)

Interplace, Inc.; New York (NY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

A leading company in sales support is seeking a Customer Sales Support and Billing professional to manage administrative functions related to sales processes. This includes ensuring billing accuracy, generating customer invoices, and supporting Account Executives. Candidates should possess strong organizational skills, attention to detail, and proficiency in Word and Excel.

Qualifications

• Previous administrative experience in a deadline-driven environment.
• Must demonstrate initiative and responsibility in identifying and correcting errors.

Responsibilities

• Generate customer invoices and manage billing accuracy.
• Respond to inquiries from customers and Account Executives.
• Assist with process improvements and support resources.

Skills

Customer service

Attention to detail

Organizational skills

Active listening

Proficiency in Word

Proficiency in Excel

Verbal communication

Written communication

Tools

Salesforce

NAV

Job description

Customer Sales Support and Billing (Hybrid) (79069-4)

Schedule: Hybrid (3 days on-site, 2 days remote), Monday-Friday, 9AM-5PM EST

Knowledge, Skills, and Abilities: Must demonstrate initiative and responsibility in identifying and correcting errors across the sales process. A positive attitude to support Account Executives (AEs), excellent customer service skills, active listening, proficiency in Word and Excel, ability to work independently, strong organizational skills, and attention to detail are essential. Ability to create and proofread documents independently, prioritize tasks, and meet tight deadlines with excellent verbal and written communication skills.

Experience: Previous administrative experience in a deadline-driven environment.

Job Summary: Responsible for administrative functions related to sales processes, including billing accuracy for new, renewed, and amended licenses. Generate customer invoices in NAV, manage referral partner payments, ensure Salesforce opportunities and billing log accuracy, and respond to daily inquiries from customers, AEs, and other departments. Assist Sales Manager with process improvements and support sales support resources.

Essential Functions:

• Create monthly recurring and non-recurring invoices, including adjustments for service changes.
• Generate invoices from license data or information provided by AEs or Sales Engineering.
• Send Welcome Packages, Access List documentation, W-9 forms, and Certificates of Insurance at customer activation.
• Prepare prepayment and security deposit invoices, email power readings for paperless customers, and invoice based on signed Service Orders.
• Manage IPT burstable fees, purchase orders, vendor invoices, and referral fee payments.
• Maintain ramp-up schedules and billing for IIX services, including graph reading and customer reporting.
• Coordinate with shipping/delivery for storage fees, prepare monthly accruals, and manage calendar reminders for fee changes or schedule updates.
• Handle termination documentation and invoice adjustments, recordkeeping across systems.
• Maintain Salesforce and TIMS data, generate client records, and respond to inquiries.
• Support other departments to improve sales support functions and assist AEs and Sales Management as needed.
• Create and maintain databases, develop reports, and cross-reference data.
• Assist Finance with audit documentation.