Junior Renewals Billing Analyst

Accounting & Finance San Francisco, California


The Renewals Operations Team is responsible for calculating annual renewal opportunity as well as building a stable and scalable infrastructure to support the business. All roles within this team are responsible for consistently analyzing all steps and workflows to ensure the utmost efficiency and cross-functional stability and scalability. The ideal candidate possesses strong analytical and technical skills, is accountable, results driven, self-motivated and is able to adapt to an ever changing business environment.  Successful candidates are persistently searching for workflow, automation and personal growth opportunities.

  • Essential Duties and Responsibilities
    • Daily support of Renewal Sales and ongoing negotiations (pricing, legal, processing)
    • Monthly pricing analysis and file preparation for all customers in that renewal month
    • Management and pricing validation for certain manual invoice items (i.e. AUA billings)
    • Monthly AUM Certifications and IT partnership to ensure system compliance
    • Distribute renewal quotes to external customers using Oracle processes
    • Provide analysis and support for internal customers
    • Maintenance renewals pricing analysis
    • Identify and resolve operational issues (i.e. contracts, systems, pricing, and price books)
    • Daily support for cloud based Document Management system
    • Provide support for Sales Operations and Order Management teams during quarter end
  • Qualifications
    • Bachelor's degree (BA/BS) from four-year college or university or equivalent combination of education and experience
    • 1-3 years of professional experience required
    • Strong organization and a high attention to detail
    • Self-motivated and results driven
    • Excellent communication skills
    • Technical Skills:
      • Intermediate Excel proficiency
      • Extensive knowledge of MS Outlook, Word and other MS Office applications
      • Understanding of Salesforce and Oracle applications is preferred (Oracle Order Management, Service Contracts, AR, Install Base)
  • SS&C Advent is an equal opportunity employer, committed to a diverse workforce.

    Principals only please. NO AGENCY CANDIDATES WILL BE CONSIDERED. Please apply directly to SS&C Advent.