Responsibilities
: Monitor, review and correct data anomalies across Salesforce Objects (Accounts, Contacts, Service Contracts, Maintenance Plans, Work Orders, Buildings). Ensure data accuracy by identifying inconsistencies and applying the appropriate corrective actions. Conduct regular data audits/QCC’s and implement data cleansing strategies Release accurate invoices in a timely manner, ensuring compliance with customer contracts and internal standards. Raise credits and manage adjustments as necessary to resolve billing issues. Address and resolve customer queries related to financial matters, providing clear and accurate information to enhance customer satisfaction Liaise with customers and other departments to clarify discrepancies and ensure the timely resolution of more complex issues. Identify opportunities to improve data management and billing processes, making recommendations for enhancements to increase efficiency. Collaborate with other departments, such as finance, operations, and visit success teams, to resolve issues and ensure seamless communication regarding data integrity and processes. Create/use reports and dashboards and provide regular feedback on data trends, anomalies, and potential opportunities for improvement. Have a good understanding of system and processes to assess the impact of data across the business.
SkillsStrong numerical and analytical skills with attention to detail. Excellent communication and interpersonal skills for dealing with both internal teams and external stakeholders. Good Excel skills. Computer literate with the ability to process information quickly but accurately. Good understanding of invoices, credits and Tax. Good team player and self-starter. A desire to learn and develop. Be willing to embrace company culture and values.
Education and QualificationsTertiary Degree Level (maths, sciences, data science, computing) or equivalent Salesforce, Tableau, AWS Qualifications
Experience, Skills & KnowledgeExcellent Customer Service Client management and strong people skills Experience of working with invoicing and billing Knowledge of financial processes Knowledge and experience of working with databases, Good working knowledge of MS Office programs, including Word, Excel Excellent communication skills, verbal, written and presentation Initiative and self-management Excellent organisational skills with the ability to multitask and prioritise Excellent administrative skills Willingness to Learn
