Client Onboarding Analyst

About the Role:

As a Client Onboarding Analyst, you will serve as the main point of contact for all enterprise billing inquiries. You will be responsible for ensuring accurate and timely billing for new and existing customers, managing onboarding processes, and resolving billing-related issues. Key responsibilities include gathering customized billing requirements, preparing invoices, managing customer accounts, and providing customer support. The role involves analyzing billing data, identifying discrepancies, collaborating with other departments to improve billing processes, and regularly reporting inaccurate findings to management for problem resolution and process improvement. We’re seeking a highly organized and detail-oriented individual to join our dedicated and driven team.

What You'll Do:

• Managing the initial setup and billing requirements for new and existing customers, ensuring accurate account creation and billing configuration
• Preparing and issuing invoices, ensuring accurate billing information, and adhering to established billing cycles
• Maintaining and managing customer accounts, including updating billing information, resolving discrepancies, and providing customer support
• Analyzing billing data, identifying trends, and preparing reports to track billing performance and identify potential issues
• Working with sales, order management, billing/collections, customer success, tax, enterprise systems, and other departments to ensure smooth billing processes and address any billing-related issues
• Adhering to internal and external regulations related to billing and accounting
• Resolving customer billing inquiries and issues, providing clear and timely communication to customers
• Oversee the billing status of accounts by researching and resolving any billing inconsistencies and errors
• Analyze billing documents and other data for accuracy and completeness, acquiring missing or correcting data when necessary
• Create invoices and customize billing
• Create invoice templates to automate customized billing
• Review the billing process and recommend improvements where possible
• Ensure proper period cut-off for month-end close procedures
• Be the point person to answer billing-related support cases
• Provide accurate and timely reporting
• Ability to enter data into various electronic systems while maintaining the integrity and accuracy of the data
• Work closely with other functional teams to ensure data quality and consistency
• Comfortable working with spreadsheets, internet applications, and ERP systems
• Participating in account audits, purchase orders, sales tax exemptions, and billing compliance reviews

Your Background That Likely Makes You A Match:

• Strong analytical skills to analyze billing data, identify trends, and troubleshoot billing issues
• Excellent communication skills to interact with customers, internal teams, and resolve billing issues effectively
• High level of attention to detail to ensure accuracy in billing information and invoices
• Proficiency in billing software and accounting systems to manage customer accounts and generate invoices
• Knowledge of billing principles and regulations to ensure compliance and accuracy in billing practices
• Superior customer service skills to provide excellent support to customers and resolve billing inquiries
• 1-2 years of experience in a Client Onboarding, Invoicing, or Billing-related role
• Independent self-starter and adaptable in a fast-paced and changing environment
• Excellent communication skills (written and verbal)
• Ability to work well with ambiguity, solve problems, and think on your feet
• A good command of Excel and Google Sheets
• Comprehensive knowledge of Zuora and Zuora Custom Invoicing is a plus
• Expertise in Salesforce.com is a plus
• Bachelor's (BA/BS) degree in accounting or finance is a plus