13 дней назад
Pricing Analyst, Revenue Protection
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Pricing Analyst, Revenue Protection (Billing/SaaS): Investigating client billing concerns, disputes, fee-reduction requests, and account patterns by reviewing contracts, billing histories, and account records with an accent on revenue protection, case documentation, and client communication. Focus on identifying emerging concession risks, building approval-ready recommendations, and maintaining case data that reveals recurring issues and root causes.
Location: Office-based in Boise, United States. Applicants must have legal authorization to work in the United States and must not require visa sponsorship now or in the future.
Company
provides web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors worldwide.
What you will do
- Serve as the first point of contact for client requests to reduce or waive fees related to service complaints, billing disputes, or dissatisfaction.
- Monitor client accounts and service histories to identify recurring service issues, unusual invoice changes, late-payment patterns, and potential concession requests.
- Review contracts, billing histories, and account records to investigate disputes and determine whether a concession is warranted.
- Partner with Client Success and Support to understand the underlying service issues behind complaints and flagged accounts.
- Prepare clear, documented recommendations for approval and maintain a case log of requests, accounts, outcomes, and recurring root causes.
Requirements
- Experience investigating disputes using contract and billing records and preparing documented cases for decision-makers.
- Strong written communication, with a focus on clarity and completeness.
- Even-keeled and diplomatic communication style when working with frustrated or unhappy clients.
- Strong Excel and tracker discipline, including maintaining logs of open and resolved cases.
- Curiosity and a structured approach to determining what actually happened.
- Prior billing, collections, customer support, account management, subscription, SaaS, commercial contract, or client-facing experience is helpful but not required.
Culture & Benefits
- Business-casual atmosphere and flexible working environment.
- Team-focused culture emphasizing innovation and ownership.
- Access to investment reporting technology and expertise.
- 401(k) with company match, health, vision, dental, and disability insurance.
- Paid time off, volunteer time off, parental leave, and medical leave.
- Work-from-home Fridays and the option to work from anywhere for three weeks each year.
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