Quote to Cash Analyst

Mexico·Monterreymid

OtherAnalyst

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Quick Summary

Key Responsibilities

Serve as the primary point of contact for internal billing support by responding to and resolving billing-related tickets within established service level agreements.

Requirements Summary

Elizabeth Garcia

Technical Tools

OtherAnalyst

The Quote to Cash Analyst is responsible for managing the various areas of the quote-to-order workflow, from CRM, CPQ, order management, to licensing and entitlement tools, data administration in the tools, providing user and tool support, responding to internal and external customer inquiries related to the processes, transactions, and data in the quote-to-order workflow.

Responsibilities

~1 min read

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Serve as the primary point of contact for internal billing support by responding to and resolving billing-related tickets within established service level agreements.
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Research and resolve complex billing discrepancies by analyzing customer accounts, invoices, contracts, payment history, and supporting documentation.
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Process billing adjustments including credits, rebills, invoice corrections, and other account maintenance activities while ensuring compliance with company policies.
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Perform customer account reconciliations to identify discrepancies, validate balances, and ensure billing accuracy.
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Partner with Collections, Customer Success, Sales, Order Management, Finance, and other cross-functional teams to resolve customer account issues efficiently.
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Maintain accurate documentation of research, resolutions, and billing transactions within ticketing and billing systems.
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Identify recurring billing issues and recommend process improvements that enhance operational efficiency and customer satisfaction.
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Support month-end close activities and other operational initiatives by ensuring billing tasks are completed accurately and on time.

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Strong analytical and problem-solving skills with the ability to research, interpret, and resolve complex account issues.
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Working knowledge of billing operations, invoicing, account reconciliations, credits, rebills, and customer account management.
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Excellent customer service and communication skills with the ability to manage internal stakeholders professionally and effectively.
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Experience working with CRM and ticketing platforms; Salesforce (SFDC) and ServiceNow experience preferred.

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