Customer Sales support and Billing; Hybrid

Schedule: Hybrid (3 days on-site, 2 days remote), Monday-Friday, 9AM-5PM EST

Knowledge, Skills, and Abilities: Must demonstrate initiative and responsibility in identifying and correcting errors across the sales process. A positive attitude to support Account Executives (AEs), excellent customer service skills, active listening, proficiency in Word and Excel, ability to work independently, strong organizational skills, and attention to detail are essential. Ability to create and proofread documents independently, prioritize tasks, and meet tight deadlines with excellent verbal and written communication skills.

Experience: Previous administrative experience in a deadline-driven environment.

Job Summary: Responsible for administrative functions related to sales processes, including billing accuracy for new, renewed, and amended licenses. Generate customer invoices in NAV, manage referral partner payments, ensure Salesforce opportunities and billing log accuracy, and respond to daily inquiries from customers, AEs, and other departments. Assist Sales Manager with process improvements and support sales support resources.

Essential Functions:

• Create monthly recurring and non-recurring invoices, including adjustments for service changes.
• Generate invoices from license data or information provided by AEs or Sales Engineering.
• Send Welcome Packages, Access List documentation, W-9 forms, and Certificates of Insurance at customer activation.
• Prepare prepayment and security deposit invoices, email power readings for paperless customers, and invoice based on signed Service Orders.
• Manage IPT burstable fees, purchase orders, vendor invoices, and referral fee payments.
• Maintain ramp-up schedules and billing for IIX services, including graph reading and customer reporting.
• Coordinate with shipping/delivery for storage fees, prepare monthly accruals, and manage calendar reminders for fee changes or schedule updates.
• Handle termination documentation and invoice adjustments, recordkeeping across systems.
• Maintain Salesforce and TIMS data, generate client records, and respond to inquiries.
• Support other departments to improve sales support functions and assist AEs and Sales Management as needed.
• Create and maintain databases, develop reports, and cross-reference data.
• Assist Finance with audit documentation.