Billing Analyst, Customer Support, Intermediate

Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What’s yours? Invest your talents in us, and we’ll return the compliment.

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 to moderately complex billing-related questions and problems.
• Triage 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 explanations of invoice charges by performing a thorough analysis using various billing and data usage reports.
• Provide copies of invoices, summary of invoices (SOI) and cost to date (CTD) using Microsoft Excel & Salesforce systems.
• Collaborate with Legal, Treasury, and Security & Compliance to complete vendor forms for payments and provide banking information to customers.
• Receive customer purchase order numbers (POs) and perform analysis and follow-up to correlate to customer invoices.
• Assist with general Finance inquiries and other administrative tasks (e.g. handling W9 forms)
• Ensure deliverables for customers are accurate and timely and monitor progress on deliverables.
• Capture all service requests, interactions, and communications in Salesforce Billing Console.
• 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:

• 3-5 years related experience in a billing support or product support environment.
• Strong knowledge of Salesforce (or similar CRM)
• Advanced Excel knowledge (formulas, vlookups, 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)

As a global organization, Datasite knows that diverse perspectives are essential to our success. We’re committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO) and furthers the principles of EEO through Affirmative Action.