Onboarding Specialist

• Serve as the main point of contact for all enterprise billing inquiries and onboarding
• Manage the initial setup and billing requirements for new and existing customers, ensuring accurate account creation and billing configuration
• Prepare and issue invoices, ensuring accurate billing information and adherence to billing cycles
• Maintain and manage customer accounts, including updating billing information and resolving discrepancies
• Analyze billing data, identify trends, and prepare reports to track billing performance and identify potential issues
• Work with sales, order management, billing/collections, customer success, tax, enterprise systems, and other departments to ensure smooth billing processes
• Adhere to internal and external regulations related to billing and accounting
• Resolve customer billing inquiries and issues, providing clear and timely communication
• Oversee billing status of accounts by researching and resolving inconsistencies and errors
• Analyze billing documents and other data for accuracy and completeness, acquiring missing or correcting data when necessary
• Create invoices, customize billing, and create invoice templates to automate customized billing
• Review billing processes and recommend improvements; ensure proper period cut-off for month-end close procedures
• Be the point person to answer billing-related support cases and provide accurate, timely reporting
• Enter data into various electronic systems while maintaining data integrity and work closely with other functional teams to ensure data quality
• Participate in account audits, purchase orders, sales tax exemptions, and billing compliance reviews

Client Onboarding Analyst

Onboarding Specialist

Client Onboarding Specialist