Analyst (Non-Voice)

Job Summary

We are seeking a proactive and detail-oriented Operations Specialist to join our growing organization as we continue to build a world-class, customer-centric service function. This role is critical to ensuring the accuracy and efficiency of billing operations while supporting revenue assurance.

The ideal candidate is self-driven, resourceful, and highly motivated to solve complex billing challenges. You will be responsible for managing billing operations, monitoring accounts receivable, and ensuring timely and accurate invoices. This role requires strong analytical skills, attention to detail, and the ability to collaborate effectively across teams while meeting tight deadlines.

Operations Specialist - You will also play a key role in identifying business needs, resolving billing issues, and driving process improvements. We are looking for someone who takes ownership of challenges, demonstrates initiative, and consistently delivers positive outcomes for both the business and its customers.

Key Responsibilities

• Monitor accounts receivable and billing transactions to ensure accuracy and timeliness
• Manage contracts and support sales-related billing activities
• Handle customer onboarding and offboarding in Salesforce Billing
• Collaborate with cross-functional teams to ensure billing accuracy and process alignment
• Address customer queries and resolve billing-related issues promptly
• Perform customer account reconciliations and resolve discrepancies
• Prepare and present analytical reports to stakeholders
• Support monthly and quarterly audits, including data clean-up activities
• Deliver monthly and quarterly revenue reporting across channels
• Identify, investigate, and resolve billing errors and operational issues
• Utilize Salesforce (Service Cloud, Sales Cloud, CPQ, Billing+) to ensure seamless billing execution
• Monitor business processes, identify root causes of exceptions, and implement corrective actions
• Build and maintain datasets to support operational and exploratory analysis
• Develop dashboards and reports using Salesforce and Power BI
• Identify opportunities to improve key performance metrics
• Create process documentation and deliver user training (in-person or remote)
• Analyze current and future-state processes, perform gap analysis, and recommend improvements

Skill Requirements

• 1+ year of experience working with Salesforce Billing and Service/Sales Cloud
• Strong analytical and problem-solving skills with a process-oriented mindset
• Excellent verbal and written communication skills
• Ability to collaborate effectively with both business and technical teams
• Strong organizational, time management, and multitasking abilities
• Demonstrated ability to work independently and as part of a team
• Proactive, detail-oriented, and accountable with a strong sense of ownership

Technical Skills:

• Hands-on experience with Salesforce (Billing, Service Cloud, Sales Cloud, CPQ)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Working knowledge of SQL is preferred
• Experience with reporting and visualization tools such as Power BI

Other Requirements