Client Onboarding Analyst

Overview

Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a single system. Combined with industry leading AI, the Motive platform gives you complete visibility and control, and significantly reduces manual workloads by automating and simplifying tasks.

Motive serves nearly 100,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector.

What Youll Do

• Managing the initial setup and billing requirements for new and existing customers, ensuring accurate account creation and billing configuration
• Preparing and issuing invoices, ensuring accurate billing information, and adhering to established billing cycles
• Maintaining and managing customer accounts, including updating billing information, resolving discrepancies, and providing customer support
• Analyzing billing data, identifying trends, and preparing reports to track billing performance and identify potential issues
• Working with sales, order management, billing / collections, customer success, tax, enterprise systems, and other departments to ensure smooth billing processes and address any billing-related issues
• Adhering to internal and external regulations related to billing and accounting
• Resolving customer billing inquiries and issues, providing clear and timely communication to customers
• Oversee the billing status of accounts by researching and resolving any billing inconsistencies and errors
• Analyze billing documents and other data for accuracy and completeness, acquiring missing or correcting data when necessary
• Create invoices and customize billing
• Create invoice templates to automate customized billing
• Review the billing process and recommend improvements where possible
• Ensure proper period cut-off for month-end close procedures
• Be the point person to answer billing-related support cases
• Provide accurate and timely reporting
• Ability to enter data into various electronic systems while maintaining the integrity and accuracy of the data
• Work closely with other functional teams to ensure data quality and consistency
• Comfortable working with spreadsheets, internet applications, and ERP systems
• Participating in account audits, purchase orders, sales tax exemptions, and billing compliance reviews

Qualifications

Creating a diverse and inclusive workplace is one of Motive\'s core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.

The applicant must be authorized to receive and access those commodities and technologies controlled under U.S. Export Administration Regulations. It is Motive\'s policy to require that employees be authorized to receive access to Motive products and technology.

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