Analyze SaaS Product usage and related services across DFIN clients and prepare revenue calculations for client billing. Apply knowledge of DFIN Content Management applications and Microsoft Office applications and use internal DFIN tools to produce data for accurate invoices, back-up reports, and revenue reporting.
 
Will coordinate with Revenue Analysis and Management team members and multiple DFIN departments to compile records of SaaS Product usage and Professional Services. Accurately define, record, and calculate amount(s) of each service and/or goods, and prepare supporting documentation of activity to be sent to Billing. Has a lead role in managing one or more SaaS product billing preparation.
 

• Prepare timely, accurate, and detailed charge calculations for SaaS Product Services and other related Professional services
• Assemble itemized calculations and supporting documentation used for billing and bookkeeping purposes
• Coordinate the distribution of supporting data to Professional Services, Sales and/or Key Account Managers and Customer Success Managers for validation
• Use established standards for the creation of deals, and look for improvements to ensure billing details are uniform, itemized and easily interpreted by Billing staff
• Evaluate, adjust, or confirm instances where charges are questioned by customer and coordinate appropriate remedy with internal DFIN staff
• Track implementation progress and submit deals in accordance with contract milestones
• Perform other related duties, and participates in special projects, as assigned
• Record client SaaS application usage for management reporting to identify trends
• Be able to identify billing and pricing inconsistencies and bring them to the attention of Management
• May be responsible for maintaining directories of customer contracts, working with revenue management, and legal management teams
• Coordinate with Product Implementation and Support Teams to obtain information related to customer accounts and activities 

Basic Qualifications

• Bachelor degree in discipline related to functional work or role or demonstrated ability to meet the job requirements through three of more years of applicable work experience
• Must work well within a team environment from remote location
• Flexibility in schedule when overtime, including weekends and holidays, may be required for peak billing cycles i.e. end of calendar quarters
• Medium to high-level experience in Microsoft Excel, including knowledge and application of basic Excel formulas, and macros 
• Requires very good to excellent verbal and written communication skills, and ability to communicate effectively with diverse groups of people 

Preferred Qualifications

• Able to demonstrate good problem-solving skills 
• Requires good organizational skills 
• Strong organizational skills to manage multiple requirements at the same time, prioritize workload, and make adjustments to meet business needs
• Apply existing processes and procedures to solve problems, and receive guidance for problems that are non-routine
• Ability to consistently deliver prescribed outcomes in a timely and accurate manner with appropriate guidance from management and peers
• May require knowledge of, or ability to quickly learn specialized DFIN software related to the position