OTC Billing/Data Specialist
Overview
OTC Billing/Data Specialist
We're seeking a detail-oriented, technically curious OTC Billing/Data Specialist to own end-to-end resolution of our most complex, high-impact billing/data issues. This role sits at the intersection of data investigation, systems thinking, and customer advocacy — using AI tools and data analysis to find root causes faster, fix them permanently, and scale what we learn across the order-to-cash lifecycle.
Key Responsibilities
- Investigate and resolve customer billing/data issues across the OTC (Order-to-Cash) process, supporting our customer advocacy team with complex and high impact issues.
- Take full ownership of cases from intake to closure, including clear, proactive customer communication throughout, adhering to tight SLAs.
- Build and maintain internal knowledge base content, including structured documentation that can feed AI-assisted triage/self-serve tools for lower-complexity cases.
- Contribute to ongoing automation efforts — identifying which parts of the resolution workflow can be templated, automated, or AI-assisted, and partnering with Business Systems on implementation.
- Use CRM (Salesforce) and billing systems (Sage Intacct) to track, analyze, and resolve discrepancies.
- Ow...
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