Client Onboarding Analyst

Overview

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 nearly 100,000 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.

What Youll Do

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

Comfortable working with spreadsheets, internet applications, and ERP systems

Participating in account audits, purchase orders, sales tax exemptions, and billing compliance reviews

Qualifications

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 and regulations to ensure compliance and accuracy in billing practices

Superior customer service skills to provide excellent support to customers and resolve billing inquiries

1-2 years of experience in a Client Onboarding, Invoicing, or Billing-related role

Independent self-starter and adaptable in a fast-paced and changing environment

Excellent communication skills (written and verbal)

Ability to work well with ambiguity, solve problems, and think on your feet

A good command of Excel and Google Sheets

Comprehensive knowledge of Zuora and Zuora Custom Invoicing is a plus

Expertise in Salesforce.com is a plus

Bachelor\'s (BA/BS) degree in accounting or finance is a plus

Creating a diverse and inclusive workplace is one of Motive\'s core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.

The applicant must be authorized to receive and access those commodities and technologies controlled under U.S. Export Administration Regulations. It is Motive\'s policy to require that employees be authorized to receive access to Motive products and technology.

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