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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in billing data management, customer service, and data analysis, with proficiency in Salesforce and advanced Excel functions. Capable of collaborating with cross-functional teams to resolve billing issues and maintain data integrity.
Highest-signal resume keywords
Billing Data ManagementSalesforce CRM ExperienceAdvanced Excel ProficiencyData Analysis SkillsCustomer Service Excellence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Billing ManagementData AnalysisReportingExcel FormulasVLOOKUPData ValidationInvoice ProcessingFinancial DocumentationCustomer Data ManagementAudit Readiness
Soft Skills
Effective CommunicationRelationship BuildingProblem SolvingCollaborationTime Management
Tools & Technologies
SalesforceSalesforce Service CloudMicrosoft ExcelData Management ToolsReporting Tools
Industry Keywords
Business AdministrationAccountingFinanceData ScienceCustomer ServiceM&A KnowledgeLegal ServicesIndustry Services
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Review account, order, billing, and invoice data to support accurate and timely invoicing
- Gather and validate billing records, customer data, and supporting documentation
- Respond to customer, Sales, and internal stakeholder billing questions and issues
- Research billing discrepancies, charges, adjustments, and usage using reports, Excel, Salesforce, and other tools
- Provide invoice copies, summaries, cost-to-date information, and related billing documentation
- Triage requests and collaborate with internal teams to resolve or appropriately route billing matters
- Partner with Collections, Client Services, Sales, Accounts Receivable, Legal, Treasury, Security and Compliance, and other teams on billing, vendor, payment, and banking requests
- Maintain accurate customer and billing data and support data quality, integrity, and audit readiness
- Analyze billing and customer data to identify trends, improvement opportunities, and insights for reporting or special projects
- Document service requests, customer interactions, and communications in Salesforce Service Cloud or similar systems
- Build effective relationships with customers and internal partners while delivering excellent service
- Follow internal standards, data practices, and applicable requirements related to customer and billing data
- Support general Finance inquiries, purchase order follow-up, W-9 forms, and other assigned tasks
- Manage competing priorities and deadlines while delivering accurate, timely work
Requirements
What you’ll need- Bachelor's degree in Business Administration, Accounting, Finance, Business Analytics, Data Science, Information Technology, or a related field, or equivalent work experience
- 0 to 3 years of related experience in billing, accounting, customer service, product support, data management, analytics, or a similar business support environment
- Experience with Salesforce or a similar CRM system
- Proficiency in Microsoft Excel, including formulas and pivot tables
- Experience working with billing or customer data, reporting, and data analysis tools
- Advanced Excel functions such as VLOOKUPs preferred
- Knowledge of M&A, financial, legal, or industry services is a plus
Benefits
Comp & perks- Hybrid work arrangement
- Opportunity to support Datasite clients and Sales throughout the M&A lifecycle
- Collaboration with cross-functional teams including Collections, Client Services, Sales, Accounts Receivable, Legal, Treasury, Security and Compliance