Client Billing Operations Analyst

Responsibilities:

• Reporting & Dashboards
• Build and maintain dashboards tracking CPQ status, customer onboarding progress, purchase order (PO) gaps, and team workload
• Translate raw operational data into clear, digestible visuals and narratives for both technical and non-technical audiences
• Prepare data for Quarterly Business Reviews (QBRs), monthly waste account reporting, and leadership summaries
• Analysis & Process Improvement
• Analyze recurring delays, rework, billing gaps, and process bottlenecks to identify root causes and translate them into concrete, actionable recommendations
• Recommend and help implement process improvements that reduce errors and cycle time
• Document processes and reporting logic so they're repeatable and scalable
• Support forecasting related to Sales Ops workload and team capacity planning
• Identify opportunities to standardize and streamline Sales Ops workflows
• Cross-Functional Partnership
• Partner closely with Technical Services and Sales leadership to improve data quality at the point of intake
• Serve as a liaison between Sales, Billing, and Technical Services to resolve data and process gaps
• Communicate findings and recommendations clearly to stakeholders at multiple levels
• Basic Requirements:
• Bachelor's degree in Business, Finance, Operations, or a related field (or equivalent experience)
• 1-2+ years of experience in sales operations, business operations, or a similar analytical role
• Advanced Excel skills required, including pivot tables and dashboard-building experience (Power BI, Tableau, or similar a plus)
• Demonstrated ability to identify process inefficiencies and drive improvement
• Strong analytical and detail-oriented approach, with the ability to translate data trends into actionable recommendations and next steps
• Strong written and verbal communication skills
• Proven ability to collaborate effectively across departments to align data quality and process improvements