Client Billing Operations Analyst
About the role
Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking a Billing Operations Analyst for our Somerville, MA team. We're looking for a Client Billing Operations Analyst who is equally comfortable digging into a messy spreadsheet and presenting a clean, actionable insight to leadership. This role owns the reporting and analysis that keeps our sales cycle, billing accuracy, and account operations running smoothly. Triumvirate Environmental provides leading organizations in the higher education, life sciences, healthcare, and advanced manufacturing sectors with diverse services and expertise to assist them with compliance management. At Triumvirate Environmental, we strive to WOW both our employees and our customers. Our unique culture fosters growth, development, education, and creativity. This position reports to the Corporate Director of Client Experience.
Responsibilities
- Build and maintain dashboards tracking CPQ status, customer onboarding progress, purchase order (PO) gaps, and team workload
- Translate raw operational data into clear, digestible visuals and narratives for both technical and non-technical audiences
- Prepare data for Quarterly Business Reviews (QBRs), monthly waste account reporting, and leadership summaries
- Analyze recurring delays, rework, billing gaps, and process bottlenecks to identify root causes and translate them into concrete, actionable recommendations
- Recommend and help implement process improvements that reduce errors and cycle time
- Document processes and reporting logic so they're repeatable and scalable
- Support forecasting related to Sales Ops workload and team capacity planning
- Identify opportunities to standardize and streamline Sales Ops workflows
- Partner closely with Technical Services and Sales leadership to improve data quality at the point of intake
- Serve as a liaison between Sales, Billing, and Technical Services to resolve data and process gaps
- Communicate findings and recommendations clearly to stakeholders at multiple levels
Requirements
- Bachelor's degree in Business, Finance, Operations, or a related field (or equivalent experience)
- 1-2+ years of experience in sales operations, business operations, or a similar analytical role
- Advanced Excel skills required, including pivot tables and dashboard-building experience (Power BI, Tableau, or similar a plus)
- Demonstrated ability to identify process inefficiencies and drive improvement
- Strong analytical and detail-oriented approach, with the ability to translate data trends into actionable recommendations and next steps
- Strong written and verbal communication skills
- Proven ability to collaborate effectively across departments to align data quality and process improvements
- Comfortable operating amid ambiguity, with the ability to bring structure to loosely defined problems
- Must be eligible to work in the United States without future sponsorship
- Must have a reliable form of transportation
Benefits
- Health, Dental and Vision Insurance
- 401k contribution
- Generous tuition reimbursement program
- TONS of safety training for some positions with opportunities for external trainings and certifications
- Mentorship & Career Succession Planning
- Relocation Opportunities
- Auto/Home insurance discounts