Client Onboarding Analyst

Position Overview

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Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a single system. Combined with industry leading AI, the Motive platform gives you complete visibility and control, and significantly reduces manual workloads by automating and simplifying tasks. Motive serves more than 120,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector. Visit gomotive.com to learn more.

As a Client Onboarding Analyst, you will serve as the main point of contact for all enterprise billing inquiries. You will be responsible for ensuring accurate and timely billing for new and existing customers, managing onboarding processes, and resolving billing-related issues. Key responsibilities include gathering customized billing requirements, preparing invoices, managing customer accounts, and providing customer support. The role involves analyzing billing data, identifying discrepancies, collaborating with other departments to improve billing processes, and regularly reporting inaccurate findings to management for problem resolution and process improvement. We’re seeking a highly organized and detail-oriented individual to join our dedicated and driven team.

Responsibilities

• Managing the initial setup and billing requirements for new and existing customers, ensuring accurate account creation and billing configuration
• Preparing and issuing invoices, ensuring accurate billing information, and adhering to established billing cycles
• Maintaining and managing customer accounts, including updating billing information, resolving discrepancies, and providing customer support
• Analyzing billing data, identifying trends, and preparing reports to track billing performance and identify potential issues
• Working with sales, order management, billing/collections, customer success, tax, enterprise systems, and other departments to ensure smooth billing processes and address any billing-related issues
• Adhering to internal and external regulations related to billing and accounting
• Resolving customer billing inquiries and issues, providing clear and timely communication to customers
• Oversee the billing status of accounts by researching and resolving any billing inconsistencies and errors
• Analyze billing documents and other data for accuracy and completeness, acquiring missing or correcting data when necessary
• Create invoices and customize billing
• Create invoice templates to automate customized billing
• Review the billing process and recommend improvements where possible
• Ensure proper period cut-off for month-end close procedures
• Be the point person to answer billing-related support cases
• Provide accurate and timely reporting
• Ability to enter data into various electronic systems while maintaining the integrity and accuracy of the data
• Work closely with other functional teams to ensure data quality and consistency
• Participating in account audits, purchase orders, sales tax exemptions, and billing compliance reviews

Requirements

• Strong analytical skills to analyze billing data, identify trends, and troubleshoot billing issues
• Excellent communication skills to interact with customers, internal teams, and resolve billing issues effectively
• High level of attention to detail to ensure accuracy in billing information and invoices
• Proficiency in billing software and accounting systems to manage customer accounts and generate invoices
• Knowledge of billing principles
• Comfortable working with spreadsheets, internet applications, and ERP systems