Billing & Revenue Analyst

Billing & Revenue Analyst

Position overview

Fulfyld is looking for a detail-oriented Billing & Revenue Operations Analyst to help ensure that customer billing is accurate, timely, and supported by reliable operational data.



This position owns the recurring controls behind our billing process, including billing exceptions, work-order charges, storage billing, carrier adjustments, and credits. The analyst will prepare reporting and analysis for Customer Success leadership, enabling informed decisions about pricing, customer profitability, and billing disputes.



This is an excellent opportunity for someone with a strong foundation in billing, finance, or revenue operations who wants to grow into broader ownership of billing systems, revenue controls, and customer profitability.



This is not a traditional accounting position and does not require a CPA. The role is best suited to someone who enjoys investigating discrepancies, improving processes, and working across finance, customer success, and warehouse operations.



Salary: $65,000-$75,000/ yr.



Key responsibilities

Weekly billing operations


- Run the weekly pre-invoice billing review.
- Monitor and resolve Salesforce billing exceptions.
- Validate work-order quantities, hourly charges, unit prices and totals.
- Identify missing, duplicate, zero-value or incorrectly calculated billing lines.
- Confirm that credits, adjustments and non-billable transactions are processed correctly.
- Reconcile billing records before invoices are released.
- Maintain an auditable billing-exception queue with owners and due dates.
- Coordinate invoice readiness with Finance/AR and Account Management.
- Escalate customer-treatment decisions to the Head of Customer Success.


Storage and operational billing


- Calculate monthly storage charges using warehouse inventory data.
- Apply approved tiers, free allowances and customer-specific exceptions.
- Maintain an effective-dated register of billing exceptions and special rates.
- Route storage calculations to Account Management for approval.
- Reconcile approved storage charges to customer billing records.
- Track recurring credits, installments, and contractual billing adjustments.
- Validate receiving, replenishment, project, labeling, kitting, and value-added-service charges.


Carrier and vendor billing


- Reconcile carrier invoices to expected shipping costs and customer charges.
- Review Additional Shipment Fees and other carrier adjustments.
- Prepare carrier-credit and billing-dispute documentation.
- Track approved carrier credits through customer billing.
- Reconcile FedEx, UPS, USPS, DoorDash, and other carrier/vendor invoices against internal records.
- Perform recurring audits of shipping-platform and vendor invoices.
- Identify charges that should be passed through, credited, disputed, or absorbed.


Revenue operations and reporting


- Prepare customer profitability and billing-risk reports for the Head of Customer Success.
- Produce weekly revenue-by-customer reporting.
- Identify margin leakage, unusual adjustments and recurring billing problems.
- Support annual pricing changes by validating rate implementation.
- Provide financial analysis for customer pricing and concession decisions.
- Track billing holds, open disputes and unresolved customer commitments.
- Document procedures and recommend automation opportunities.
- Define requirements and test controls built by the Systems & Automation team.


Qualifications


- Experience in billing, revenue operations, financial operations, accounting support, or a related analytical role.
- Strong Excel skills, including lookups, pivot tables, and reconciliation.
- Experience investigating discrepancies across multiple systems or data sources.
- Strong attention to detail and comfort working with recurring deadlines.
- Ability to document conclusions and maintain a clear audit trail.
- Strong written communication and cross-functional follow-through.
- Comfortable learning operational concepts such as storage, labor, shipping fees, and carrier adjustments.


Preferred qualifications


- Experience in third-party logistics, warehousing, e-commerce or parcel shipping.
- Experience with Salesforce billing records, reports or workflows.
- Familiarity with a WMS, shipping platform or ERP.
- Experience with carrier invoices, accessorial charges or freight reconciliation.
- Basic SQL, Power BI, Tableau, or other reporting experience.
- Experience improving or automating a recurring billing process.


What success looks like

Within the first six months:


- The weekly billing process is documented and consistently completed on schedule.
- Billing exceptions have owners, aging, and resolution records.
- Hourly, storage, and work-order charges are validated before invoicing.
- Carrier adjustments and credits reconcile to customer billing.
- Customer-specific billing rules no longer depend on individual memory.
- Manual reviews are progressively replaced by automated exception controls.


Growth opportunity

This role can grow into a Billing & Revenue Operations Manager position with broader responsibility for billing controls, customer profitability, revenue reporting and process automation.




Benefits:


- Paid time off
- AD&D/ Life Insurance
- Medical insurance
- Dental insurance
- Vision insurance
- Voluntary supplemental insurance options (accident, critical illness, whole life, and term life)














Skills:

Accounting, Accounts Receivable Management, Analysis Skills, Auditing, Automation, Billing, Billing Records, Cargo/Freight, Certified Public Accountant (CPA), Cross-Functional, Customer Escalations, Data Warehousing, Detail Oriented, Documentation, ERP (Enterprise Resource Planning), Finance, Financial Analysis, Financial Operations, Follow Through, Leadership, Memory Hardware, Microsoft Excel, Operational Audit, Operational Support, Operations Management, Pivot Tables, Power BI, Pricing, Process Improvement, Profit & Loss, Reconciliation, Reporting Skills, Revenue Analysis, Revenue Growth, Revenue Management, Revenue/Sales Reporting, Risk, SQL (Structured Query Language), Sales Management, Salesforce.com, Tableau, Third-Party Logistics (3PL), Time Management, Transaction Processing/Management, USPS (United States Post Office), Vendor/Supplier Evaluation, Warehousing, Writing Skills, eCommerce



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Fulfyld