Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe. We're here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we're there. And through it all, we deliver confidence with the right solutions in moments that matter.
Summary:
The invoicing operations process senior specialist will handle all manual processes within the invoice customer workflow, administer general maintenance of billing system, and manage the review and resolution customer invoice inquires.
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Responsibilities:
- Administers system maintenance including updates to product table, pricing tables, and general system updates
- Work with exceptions and errors outside of predetermined options and facilitates steps needed for invoicing
- Takes required actions within billing system to handle month end processes.
- Manages and updates customer and subscription data for changes needed after contract signing and initial platform invoicing.
- Manages billing source data and processes that require manual entry
- Monitor and manage customer invoice inquiries received via online portal assessing and classifying each inquiry based on established standards
- Provides accurate, appropriate, and professional responses to customers on resolution of inquires
- Identifies issues that may be result of systematic problems. Recommends process/procedure, employee education, and/or system enhancements to improve the end-to-end process
- Supports internal and external audit needs
Qualifications:
- A bachelor's degree or demonstrated equivalent work experience in a billing or administrative role.
- Experience in a position that involves handling relationships with customers and providing exceptional service
- Must be proficient in Microsoft business applications and have overall strong PC skills
Preferred skills:
- Analytical problem-solving skills
- Attention to detail
- Excellent verbal and written communication skills
- Proven organizational and prioritization skills
- Ability to handle stressful situations and meet strict deadlines
- Must be able to work independently
- Experience in Salesforce, Zuora
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran's status, actual or perceived sexual orientation, genetic information or any other protected status.
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