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Product Billing Support Specialist
2 weeks ago
Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What’s yours? Invest your talents in us, and we’ll return the compliment.
**Job Description**:
Provide support to Datasite clients and Sales on billing-related matters in a highly technical environment. The Billing Support Specialist is responsible for handling a wide range of billing queries on various Datasite products that facilitate the M&A lifecycle.
**Responsibilities**:
- Provide support by assisting customers, Sales and other stakeholders with simple to moderately complex billing-related questions and problems.
- Triage customer requests and engage various internal departments (Billing, Sales, Accounts Receivable, Collections, Client Services, 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 explanations of invoice charges by performing a rigorous analysis using various billing and data usage reports.
- Provide copies of invoices, summary of invoices (SOI) and cost to date (CTD) using Oracle and Salesforce systems.
- Collaborate with Legal, Treasury and Security & Compliance to fill out vendor forms for payments and provide banking details to customers.
- Facilitate credit card payments from customers.
- Receive customer purchase order numbers (POs) and perform analysis and follow-up to correlate to customer invoices.
- Process customer invoice adjustments (CIAs) on behalf of Sales where appropriate.
- Assist with general Finance inquiries and other administrative tasks (e.g., handling W9 forms)
- Ensure deliverables for customers are accurate and timely and monitor progress on deliverables.
- Capture all service requests, interactions and communications in Salesforce Service Cloud.
- Build positive relationships with customers, Sales and other internal departments.
- Delight the customer through every interaction.
- Other additional duties as may be requested from time to time.
Qualifications:
Education & Experience:
- Bachelors degree preferred or equivalent work experience
- Experience working with customer service or sales functions a plus
- Effective communication skills, written and oral
- Ability to effectively communicate with clients and various internal functions
- Strong attention to detail and accuracy
- Experience in the M&A, financial or legal sectors is a plus
As a global organization, Datasite knows that diverse perspectives are essential to our success. We’re committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO) and furthers the principles of EEO through Affirmative Action.
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