Jr. Customer Analyst

Position Summary

The Jr. Customer Analyst plays a vital role bridging customer accounts, billing operations, and data management. In this role, you will audit customer invoices for accuracy, maintain structured data trackers, and ensure seamless synchronization across internal platforms, including Salesforce and cloud-based spreadsheets.

This is an exceptional opportunity for an analytical, detail-driven professional with strong spreadsheet capabilities - particularly in Google Sheets and Microsoft Excel - to gain high-impact corporate analytics and financial operations experience with a defined path toward full-time conversion.

Key Responsibilities

1. Invoice Audit & Financial Data Verification

• Audit Billing Records: Review, verify, and reconcile customer invoices against operational data and purchase orders to ensure complete accuracy before billing execution.
• Resolve Variances: Identify billing discrepancies, misapplied charges, or missing documentation; collaborate cross-functionally with operations and account managers to resolve issues rapidly.

2. Spreadsheet Modeling & Data Management

• Maintain Operational Trackers: Build, organize, and update dynamic tracking spreadsheets using Google Sheets and Microsoft Excel to monitor active customer accounts, invoice cycles, and account statuses.
• Data Cleansing & Integrity: Execute routine data audits across customer databases to remove duplicates, standardize records, and ensure 100% data fidelity.

3. Systems & Documentation Management

• CRM Platform Management: Utilize Salesforce to update customer profiles, log account milestones, pull operational reports, and cross-reference billing details.
• Document Control: Organize digital documentation, proof-of-delivery receipts, and service sign-offs across multiple internal systems and shared drives for compliance and audit readiness.

4. Cross-Functional Operations & Reporting

• Operational Reporting: Compile recurring status updates and simple metric summaries for team leadership regarding pending invoices, resolved disputes, and account turnaround times.
• Escalation Handling: Proactively surface workflow bottlenecks, system synchronization errors, or high-risk discrepancies to management with recommended solutions.

Qualifications & Candidate Profile

Required Qualifications

• Education: High School Diploma or GED required; Associate or Bachelor’s degree in Business, Finance, Accounting, Data Analytics, or related field is a plus.
• Spreadsheet Proficiency: Proven ability to navigate, sort, filter, and apply standard formulas (e.g., SUMIF, VLOOKUP/XLOOKUP, basic pivot tables) in Google Sheets or Microsoft Excel.
• CRM / System Experience: Hands-on exposure to Salesforce (or equivalent enterprise CRM/ERP system) for data entry, account lookups, or basic reporting.
• Numerical & Data Accuracy: Exceptional attention to detail with a natural aptitude for working with figures, line-item audits, and large data sets.
• Organization & Time Management: Ability to manage competing daily tasks, adhere to strict billing cycle deadlines, and handle confidential customer information responsibly.

Preferred Qualifications (Top Candidate Differentiators)

• Advanced Google Sheets Experience: Prior daily work experience utilizing shared Google Sheets for real-time team collaboration, conditional formatting, and multi-tab data consolidation.
• Relevant Operational Background: 6+ months of experience in a customer operations, billing support, accounts receivable, or data analyst role.
• Discrepancy Investigation: Experience cross-referencing multi-system records to identify and resolve transactional discrepancies.

Why Choose This Role?

• Competitive Compensation: Earn up to $23.00/hour with consistent, full-time hours.
• Career Growth & Conversion: Direct path for high performers to convert into a permanent, salaried full-time corporate role.
• Resume-Building Experience: Gain enterprise experience working across industry-standard platforms (Salesforce, Google Workspace, Excel) in a fast-paced, collaborative team environment.

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