Datasite · 9 hours ago
Billing Analyst, Customer Support, Associate
United States
Full-time
Remote
Entry Level
1+ years expDatasite is a global center for facilitating economic value creation for companies. The Billing Analyst will provide support to clients and Sales on billing-related matters in a highly technical environment, handling a wide range of billing queries and ensuring accurate deliverables for customers.
FinTechSoftware
Responsibilities
Provide support by assisting customers, Sales, and other stakeholders with simple billing-related questions and problems
Analyze basic customer requests and engage various internal departments (Collections, Client Services, Sales Revenue & Enablement, Sales, Accounts Receivable, Legal etc.) to provide appropriate responses
Route issues the Billing Support Specialist is unable to resolve to the appropriate person or team for timely resolution
Provide copies of invoices, summary of invoices (SOI) and cost to date (CTD) using Microsoft Excel & Salesforce systems
Receive customer purchase order numbers (POs) and perform routine analysis and follow-up to correlate to customer invoices
Assist with general Finance inquiries and other administrative tasks (e.g. handling W9 forms)
Apply functional knowledge to ensure deliverables for customers are accurate and timely
Capture all service requests, interactions, and communications in Salesforce Service Cloud
Build positive relationships with Clients, Sales, and other internal departments
Additional duties as requested from time to time
Qualification
Required
Bachelor's degree in Business Administration, Accounting, or Finance or related field
1-2 years related experience in a billing support or customer service experience
Knowledge of Salesforce (or similar CRM)
Excel experience (formulas, pivot tables, etc.)
Strong analytical and problem-solving skills with high learning agility
Proven ability to multitask in a time-sensitive and deadline-driven work environment
Strong communication skills, especially in explaining technical terms in a way non-technical individuals can understand
Ability to work well in a team collaboration environment
Excellent organizational skills and attention to detail
Preferred
Knowledge of M&A, financial or legal sectors an advantage, but not essential
Company
Datasite
Datasite is a leading SaaS platform used by enterprises globally to execute complex, strategic projects.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2020-10-19Acquired
Leadership Team
Rusty Wiley
Chief Executive Officer
James Lehnhoff
Chief Technology Officer
Recent News
HongKong Business
2025-09-29
The European Financial Review
2025-09-02
2025-08-24
Company data provided by crunchbase