Demo

Billing Operations Analyst

Insight Global
San Jose, CA Full Time
POSTED ON 1/20/2025
AVAILABLE BEFORE 4/17/2025
  • Handle special billing milestones
  • Communicate with internal stakeholders regarding any billing processes
  • Maintain effective communication over Microsoft Office
  • Handle any onboarding tasks in the Salesforce PSA system
  • We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and / or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

    To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy : https : / / insightglobal.com / workforce-privacy-policy / .

    Required Skills & Experience

    5 years in a role (or roles) focused on TWO or more of the following : operational processes, billing, accounting, order management, data entry / management / hygiene, business operations

    Strong understanding and experience with all or parts of the order-to-cash process.

    Basic knowledge / understanding of MS office or G-suite, specifically Excel / Sheets. Must know how to format and work with system reports that are exported to Excel / Sheets.

    Experience utilizing Salesforce (FinancialForce PSA platform a plus).

    Experience "owning" process(s), consistently analyzing those processes against ever changing business needs and suggesting / spearheading updates to said processes.

    Excellent organization and time management skills.

    Nice to Have Skills & Experience

    Extremely detail oriented

    Strong communication skills (frequently communicates with management and occasionally, customers)

    Quick learner

    Able to take direction and follow outlined policies, process guides and instructions

    Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and / or other paid time off as provided by applicable law.

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