Billing Assistant

K2 Partnering Solutions

. Assist with the correct setup of the Operations section in Salesforce opportunity records for new business and renewals.

Posted 10/30/2026full-timeSão Paulo • BrazilMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational skills and attention to detail in managing Salesforce opportunity records, ensuring accurate data entry and processing for contracts and billing. Proficient in supporting client and consultant onboarding while effectively tracking renewals and managing communications.

Highest-signal resume keywords

Salesforce Opportunity ManagementData Entry AccuracyContract DistributionClient OnboardingRenewal Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ProcessingInvoice CreationTimesheet ManagementExpense ProcessingPurchase Order Tracking

Soft Skills

Organizational SkillsCollaborationAdaptabilityAttention to DetailCustomer Service

Tools & Technologies

Salesforce

Industry Keywords

Professional ServicesConsultant ManagementContract ManagementBilling InformationCompliance

About the role

Key responsibilities & impact

Assist with the correct setup of the Operations section in Salesforce opportunity records for new business and renewals.
Assist with entering data into opportunity records to ensure information accuracy and support accurate commission tracking.
Help distribute contracts (SOA/STC/SOW) in collaboration with the Compliance team.
Ensure all relevant billing information is received and accurately added to the opportunity record before a new contract begins in the field.
Track the status of Statements of Work (SOWs) and the receipt of Purchase Orders (POs).
Proactively manage renewals for an assigned portfolio of consultants and clients.
Assist with consultant and client onboarding for new business and renewals, ensuring that required documentation is processed.
Collect and process timesheets, expenses, and vendor invoices for Professional Services contracts, direct hires, and payroll solutions.
Perform the creation and basic processing of consultant and client invoices.
Serve as the direct point of contact for business partners regarding questions about timesheets, basic renewals, and offboarding procedures.

Requirements

What you’ll need

Experience in a customer service-focused or operations environment.
Strong organizational skills, with the ability to prioritize multiple tasks.
A consistent, accurate, and detail-oriented approach to data entry and processing.
Adaptability to work in a dynamic, fast-paced environment, with a willingness to learn new processes.
A collaborative mindset and ability to work effectively as part of a team.