Customer Portal Billing Analyst

Eaton CorporationRaleigh, NC
Onsite

About The Position

Eaton’s ES AMER ESS division is currently seeking a Customer Portal Billing Analyst. This role is located out of Raleigh, NC. The Customer Portal Billing Analyst is responsible for overseeing the strategic direction, operational management, and continuous improvement of the customer portal billing process. This role involves directing portal requirements, reconciling customer accounts, supporting relevant teams, and ensuring effective communication with customers, order management teams, operations, and finance. The Customer Portal Billing Analyst will manage customer work orders, portal billing requirements, invoicing schedules and reconciliation and ensure timely and accurate processing. They will also provide customer success management, track customer disputes to resolution, and support project management for installation and activation.

Requirements

  • Bachelor’s degree from an accredited institution
  • Minimum of 3 years experience in customer support and data analytics in a business environment.
  • Must be able to work in the US without corporate sponsorship now or in the future

Nice To Haves

  • Minimum 1 year experience in accounting
  • strong analytical skills
  • excellent communication abilities
  • a customer-centric mindset
  • adept at troubleshooting
  • managing portal scorecards and dashboards
  • collaborating with appropriate stakeholders to ensure the portal's success

Responsibilities

  • Direct portal requirements, identifying teams that need to be supported, communicating with customers, order management teams, operations and finance
  • Support the customer identified portals and provide work orders and purchase orders with outside sales guidance
  • Maintain operational ownership of all customer portal activities and collaborate with appropriate stakeholders
  • Analyze customer sales revenue to justify portal fee requirements while partnering with sales and finance to reconcile accounts
  • Collect payments, triage issues, identify teams for support and escalate any discrepancies.
  • Manage new requests via CLM for portal Terms and Conditions and additional requirements
  • Manage portal registration, support invoice uploads, follow up with invoice issues, triaging to resolve any invoicing disputes
  • Troubleshoot and manage portal scorecards and dashboards
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