Platform Billing & Revenue Analyst

AssetMark

Concord (CA)

Hybrid

USD 68,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Flex Time

Paid Time Off and Sick Time

401K – 6% Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Job summary

AssetMark in Concord, CA is seeking a Platform Revenue specialist to administer the monthly and quarterly revenue collection and fee processing across business units. You will oversee partner payments, review billing requests, and ensure accurate fee setups while supporting ad-hoc revenue analysis.

The role requires strong Excel skills, detail orientation, and collaboration with cross-functional teams. We value clear communication, ownership, and the ability to manage multiple priorities in a

Qualifications

Bachelor’s degree preferred.
3+ years of financial services or billing experience.
Strong communication, problem-solving and detail orientation.

Responsibilities

Administer monthly and quarterly revenue collection across AssetMark units.
Process 3rd party/partner payments (Marketing Support/Premier BD).
Perform daily billing QC and transaction review; set up fee accounts.
Implement and review negotiated fee agreements; upgrade SOPs.
Collaborate with cross-functional teams for ad-hoc revenue analysis.

Skills

Communication skills

Detail-oriented

Problem-solving

Ownership

Multi-priority management

Independent work

Cross-functional

Excel

AI tools

Customer focus

Education

Bachelor’s degree preferred

Tools

Microsoft Excel

AI tools

Job description

The role requires strong Excel skills, detail orientation, and collaboration with cross-functional teams. We value clear communication, ownership, and the ability to manage multiple priorities in a

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