Customer Support, Associate (Billing Center of Excellence | Hybrid HCM)

The Customer Support will provide support to clients and Sales on billing-related matters in a highly technical environment. The position is responsible for handling a wide range of billing queries on various products that facilitate the M&A lifecycle. This is a position requiring a professional mix of fintech and interpersonal skills.

Responsibilities :

• Provide support by assisting customers, Sales, and other stakeholders with simple to moderately complex 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.

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