Billing and Operations Analyst

Position Overview

Align is seeking to hire a person join our operations team which manages ConnectWise, focusing on the billing and project/agreement setup aspects of the system. The successful candidate will be an enthusiastic and high-energy individual. This individual will aid in managing our Professional Services Automation System (PSA) ConnectWise, collaborate on purchasing tasks and provide support for our monthly billing procedures.

• This position will report to the Operations Manager
• The hybrid position will be based out of our New York City Office 3 days per week, but will be able to work remotely 2 days a week.
• This is a full-time position offering full benefits, a salary in the $65K to $75K range, paid training, and performance-based bonuses

Responsibilities

• Be part of a team of ConnectWise Professional Services Automation (PSA) systems administrators primarily focusing on billing and project/agreement setup, while helping with purchasing tasks as required
• Assist in conducting end-of-month billing processes
• Ensure sales tax is accurate within the billing systems
• Manage sales / use tax resale certificates
• Maintain and update relevant ConnectWise settings
• Coordinate special projects with a focus on processes and related business operations systems integration and automation
• Prepare ad hoc reports using ConnectWise and help collecting, analyzing, and presenting data as appropriate
• Attend internal and external meetings as required and provide data required for executives to make well informed decisions
• Additional responsibilities consistent with this role may be required

Qualifications

• BA/BS Degree is preferred
• 1-4 years of relevant experience in finance or operations
• Any ConnectWise/PSA, Billing, Accounts Receivable experience is a plus
• Excellent written and verbal communication skills
• Highly ambitious with a desire to be a top industry professional
• Ability to multi-task, prioritize and stay organized in a fast-paced environment
• Superior multi-tasking and organizational skills, must have the ability to manage multiple priorities and deliverables
• Strong collaboration and rapport building abilities
• Solid MS Office experience including Power Point and the ability to create attractive and engaging presentations
• Excellent work ethic and customer focus
• Initiative and follow through are key characteristics
• Any prior accounting experience (Billing / Accounts Receivable/ Accounts Payable) is a plus
• Strong time-management and follow-up skills are necessary

Tier 2

PM20

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