Billing Analyst responsible for invoicing and customer relations at Demandbase. Collaborating cross - functionally to support billing operations and improve processes.
About the role
- Subscription and Billing Analyst managing financial transactions and data reconciliation for a leading health tech company. Requires expertise in subscription management and financial processes.
Responsibilities
- Conduct Case Analysis to determine action plan and ensure compliance. Review and interpret MSA terms and conditions and apply changes in accordance with customer contractual obligation.
- Specific focus on large accounts that require multiple layers of data analysis with a high degree of accuracy, a clear understanding of transactional changes that may have affected subscriptions (such as P&P Migration) and presenting data clearly to key stakeholders.
- Prepare reports to analyze account subscriptions and perform complex account reconciliations. Process financial transactions in both Salesforce and NetSuite.
- Resolve billing disputes, process subscription corrections, perform product cancellations, customer subscription termination and all related subscription management changes.
- Prepare credit analysis and rationale for Management approval in accordance with company credit policy. Create credit memos, process Re-Bills, and deliver to customer.
- Identify, analyze, and interpret billing anomalies, process amendments while working closely with relevant business partners (Customer Success and Professional Services).
- Effectively communicate with business partners to facilitate various aspects of the subscription management process and changes.
- Ad hoc analysis around company initiatives such as Single Source of Truth (SSOT) and Data governance; provide meaningful explanation of variances to the teams building logic in the back-end systems.
Requirements
- A minimum of 2-3 years’ experience in a combination of finance and operational environment, process improvement, financial analysis or other roles that focus on root cause analysis and controls.
- Knowledge of subscription-based billing model in SaaS based environment is a plus.
- Advanced Microsoft Office and Power Point skills.
- Strong understanding of “Quote-to-Cash” meaning products, pricing, discounting, quoting, booking, order fulfillment, MSA, billing, amendments, and renewals.
- Candidates must demonstrate a combination of academic aptitude, problem solving, strategic and critical thinking, and strong written and oral communications skills.
- Strong analytical and organizational skills. Comfortable with large volumes of complex data from various source systems and presenting findings to senior management.
- Strong work ethic with the ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing environment.
- Ability to manage multiple cases and projects at once.
Benefits
- Flexibility
- Growth opportunities
- Meaningful work
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