Onboarding and Billing Analyst

The Onboarding & Billing Specialist plays a key support role in the setup and maintenance of utility billing services for new and existing clients located in Canada. This role combines responsibilities from both implementation and billing operations, ensuring data accuracy, proper setup of billing structures, and compliance with regulatory guidelines. While the role is non-client-facing, it supports internal stakeholders.

Essential Functions

• Responsible for monthly resident billing to include bill generation, quality control and pre-bill approval.
• Complete accurate on-time billing based on KPI standards of 95%
• Review and interpret lease agreements and billing contracts to identify and flag any discrepancies related to utility billing.
• Prepare and configure rate and billing setups using Excel and company-specific billing software tools.
• Assist in building and validating client utility billing templates and processes in accordance with contract and legal requirements.
• Enter, audit, and validate client setup data in internal systems to ensure accuracy prior to go-live.
• Submit tickets and update internal systems to document project status, next steps, and any dependencies for the implementation or billing teams.
• Perform back-end billing audits to verify the accuracy of billed amounts and identify any variances or corrections needed.
• Support the billing cycle through data maintenance, setup changes, testing, and production review.
• Maintain detailed documentation of all processes, setups, and issues encountered/resolved.
• Collaborate with internal team members across implementation, billing, and compliance teams to meet project timelines and quality expectations.

Required Skills & Competencies

• Strong attention to detail and organizational skills
• Proficiency in Microsoft Excel (including formulas and data validation)
• Ability to read and interpret contracts and regulatory documents
• Analytical mindset with a focus on problem-solving
• Excellent written communication for internal documentation and ticketing
• Ability to work independently while managing multiple priorities
• Comfortable working in a fast-paced, deadline-driven environment.

Supervisor Responsibility

This position has no supervisory responsibilities.

Work Environment

Physical Demands

Expected Hours of Work

Education and Experience

B.S. degree preferred
3-5 years of account management, similar work-related experience preferred, or 1 year of experience as Account Specialist, Onboarding Specialist, or Billing Analyst.