Client Solutions and Billing Analyst ; Entry Level

The Client Solutions & Billing Analyst I supports the order-to-cash process by preparing, validating, and submitting client invoices while assisting with collections and reconciliation activities. This entry-level position focuses on learning billing systems, policies, and client requirements, ensuring invoices are processed accurately and on schedule under close supervision.

• Billing Support Prepare and enter client invoices and credit memos using internal and client-based systems; ensure accuracy and timeliness of weekly submissions.
• Client & Internal Communication Support client correspondence regarding invoice questions; collaborate with Payroll, Field Operations, and Operations to collect missing or corrected data. Attend client meetings as needed.
• Data Entry & Verification Run basic billing reports and reconcile data to confirm completeness before submission.
• Issue Research Assist in identifying and resolving simple billing discrepancies such as missing signatures, incorrect work order numbers, or data mismatches.
• Collections Support Help monitor aging receivables and document client follow-ups.
• Process Adherence Apply established billing and collections policies consistently and
  ** escalate
  * * exceptions when needed.
• Learning & Development Participate in training, department meetings, and process improvement discussions to build knowledge of revenue operations and client accounts.

• Basic proficiency in Excel, including:
• Sorting and filtering data
• Basic formulas (SUM, AVERAGE, IF)
• Formatting for readability & accuracy
• Ability to learn more advanced functions over time (XLOOKUP, pivot tables, conditional formatting).

• Ability to navigate ERP systems with training.
• Basic understanding of how billing data flows from timesheets to invoices.
• Comfort switching between client-specific billing portals and internal systems.
• Ability to troubleshoot simple data entry or system errors with guidance.

• Strong attention to detail when entering or reviewing:
• Work order numbers
• Dates and times
• Employee names
• Billing rates
• Signature or documentation completeness
• Ability to spot inconsistencies in simple datasets (e.g., missing signatures, mismatched dates, incorrect quantities).

• Consistent organization of:
• Timesheet support files
• Client reports
• Billing backup documentation
• Ability to maintain clean audit trails for each invoice/billing cycle.

• Basic understanding of:
• Billing policies
• Client-specific billing requirements
• AR and collections concepts
• Ability to follow step-by-step billing procedures accurately.

• Comfort learning new:
• Billing systems
• Client platforms
• Internal workflows
• Data validation tools
• Ability to adapt as processes evolve or new clients are onboarded.

• Clear and professional communication with:
• Internal teams
• Field Operations
• Payroll
• Ability to draft simple, factual explanations of discrepancies.
• Willingness to participate in client meetings as an observer and eventual contributor.

• Reliable execution of weekly billing responsibilities under supervision.
• Consistently meets deadlines and communicates proactively if delays arise.
• Takes ownership of assigned tasks and follows through until completion.

• Eager to:
• Learn new systems
• Understand client requirements
• Absorb feedback from senior staff
• Demonstrates curiosity about how the order-to-cash cycle works.

• Uses available resources (billing policies, training materials, peers) to solve straightforward issues.
• Asks clarifying questions when encountering something unfamiliar.
• Demonstrates logical thinking when asked to research discrepancies.

• Works respectfully and effectively with members of:
• Payroll/Finance
• Operations
• Field Operations
• Maintains a positive attitude and supports a collaborative department culture.

• Keeps billing folders and documentation structured and up-to-date.
• Manages multiple small tasks in parallel during weekly billing windows.
• Prioritizes accuracy in a deadline-driven environment.

• Willing to adjust to:
• Client changes
• New billing templates
• Updated internal processes
• Can handle evolving expectations as they gain experience.

• Demonstrates…