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    Junior Billing and Invoice Specialist - Philippines, Quezon City, Pilipinas - MicroSourcing

    MicroSourcing
    MicroSourcing Philippines, Quezon City, Pilipinas

    4 araw ang nakalipas

    Default job background
    Buong oras Teknolohiya/Internet
    Paglalarawan
    WORK SETUP: Onsite / Work From HomeSHIFT SCHEDULE: Nightshift, Monday-FridayWORKPLACE LOCATION: Eastwood, Quezon City

    DUTIES AND RESPONSIBILITIES:
    • Weekly To Do's:
      • Send out Friday reminders to team to get time into Open Air
      • Ensure all OpenAir projects are moved from the Finance stage
      • Send out reminders to project managers to update projects with status, as well as rolling estimates at completion
      • Assist with generating project status report file (XLS)
    • Monthly Billing and Invoice Reconciliation:
      • Review Open Projects based on NetSuite report
      • Check with Project Managers on what needs to be billed
      • Conduct OpenAir billing process
    • Monthly Service and Support Report Cards:
      • Get billings forecast from project managers
      • Ensure project managers complete bookings updates in OpenAir
      • Compile support data from the Support Services team and generate report card slides
      • Compile services data and generate report card slides
    • Quarterly BoD Meeting Prep:
      • Help prepare BoD slides for services and support
    • Ongoing Responsibilities:
      • Maintain master XLS workbook(s) that support report card and BoD PPT creation
      • Maintain Services and Support Outlook distribution list (i.e., via requests for adds/updates with IT Support)
      • Track service/support extraordinary software license assignments
    • Future Responsibilities:
      • Generate CSAT surveys within Medallia
      • Help to create the Voice of the Customer report
      • Assist with collecting information for quarterly business reviews
    QUALIFICATIONS:
    • Bachelor's degree Minimum of one year work experience in an accounting and/or data analysis role
    • Strong skills in Microsoft Excel
    • Strong skills in Salesforce, specifically Salesforce reporting
    • Excellent written and verbal communication and a collaborative mindset
    • Can travel to the US for necessary training
    • Support general operational needs of the Customer Enablement teams
    • Assist in the oversight and administration of the department's automated capabilities
    • Generate monthly service invoices and oversee reconciliation processes
    • Pull together and organize monthly and quarterly reporting related data
    • Assist in the monthly services invoice and reconciliation processes offerings
    • Compile requested ad hoc reports and data needs
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