Client Analyst @ VertexOne | Jobright.ai
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VertexOne · 3 days ago

Client Analyst

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Growth Opportunities

Insider Connection @VertexOne

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Responsibilities

Build positive and productive working relationships with VertexOne Clients
Analyze and troubleshoot Client issues in a timely fashion
Serve as primary contact for day-to-day Client inquiries and concerns
Perform client notifications as required (i.e. issues affecting client applications, scheduled down time, upgrades, etc.)
Effectively work with other VertexOne Teams to implement changes that affect clients.
Participate in operations meetings with Clients and review outstanding issues
Attend Quarterly Review meetings with Clients
Escalate and communicate issues to VertexOne Management or Clients as needed
Periodic review of projects/change requests with client
Gather requirements from Clients as needed for projects, research or testing
Send notifications to Client to approve issues being requested as an emergency production fix
Provide clients status on projects and deliver required Client documents for approval.
Maintains good Client relationship to striving for high customer satisfaction
Work with Project Managers on Client upgrades or large custom projects
Create, test and manage Client specific rate changes
Co-ordinate code promotion requests and approvals with Clients
Ensure all Client communications and approvals are documented in Jira as per our audit control documentation.
Create User Profiles in the system
Coordinate with Clients to implement new business rules, page rules, control file updates and security requests into test or production environment.
Assist with preparation of test and production environments
Co-ordinate Client environment refreshes
Travel as required to VertexOne events or meetings

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client analyst experienceCIS platform experienceAccounting backgroundBilling backgroundFinance backgroundUtility experienceMeter-to-cash experienceSelf service web portals experienceBill print experienceCash remittance experienceSQL proficiencyJIRA proficiencyPower BI proficiencyDetail orientedAnalyticalInquisitive work independently work with othersExtremely organized time management

Required

3-5 years Client Analyst experience
CIS platform experience
Accounting, Billing or finance background preferred
Utility / meter-to-cash business process experience
Knowledge and experience with self service web portals
Knowledge and experience with Bill Print, Cash Remittance processes
Fluent in SQL, JIRA, Power BI
Detail oriented, analytical and inquisitive
Ability to work independently and with others
Extremely organized with strong time-management
Must be willing to work flexible offers, as needed - to support clients in different time zones

Benefits

Comprehensive medical, dental, vision, disability, life insurance
Health Savings Account (HSA), Flexible Spending Account (FSAs)
401K match
Flexible PTO
Employee recognition platform with monetary rewards
100% Remote work environment
Initial work from home stipend
Leadership/Coaching training programs
Free access to Bizlibrary for unlimited professional development
Employee Assistance Program (EAP) with counseling sessions available 24/7
Health and wellbeing programs
Paid parental leave
Employee bonus referral program
Employee Discount Program

Company

VertexOne

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Integrated SaaS Solution for Utilities, including cloud Customer Information Systems (CIS) , Customer Engagement, Payments & Analytics

Funding

Current Stage
Growth Stage
Total Funding
$126.76M
Key Investors
Runway Growth Capital
2022-02-08Debt Financing· $75M
2019-07-23Series Unknown· $51.76M
2019-07-23Acquired· by DFW Capital

Leadership Team

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Andrew Jornod
Chief Executive Officer/Board Member
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Keith Foerster
CFO
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Company data provided by crunchbase
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