Junior Client Onboarding & Support Specialist – Restricted Accounts

brightfin

6d•$21 - $24•Remote

About The Position

Brightfin is hiring a Junior Client Onboarding & Support Specialist to provide client support from kickoff through steady-state operations. The specialist helps implement new clients by working with carrier data, configuration, user acceptance testing (UAT), and go-live readiness, then serves as an operational contact after launch for invoice loading, audits, MACDs, reporting, savings, and incident follow-through. Supporting both phases preserves continuity in knowledge of each client's carriers, contracts, and rules. The role supports assigned accounts with invoice loading, procurement, expense management, and related workstreams. The specialist manages a portfolio independently, prioritizes work, meets deadlines and service-level agreements, and follows strict data security practices. Most restricted accounts have data residency requirements, so the role requires a U.S. citizen located in the United States. Depending on the assigned client, additional security clearances, access controls, background checks, screening, certifications, or testing may be required. This is a temporary, non-exempt, full-time position for 3–6 months, subject to review or extension. It is remote within the United States.

Requirements

High school diploma required.
Must be a U.S. citizen and located in the United States.
Intermediate Excel skills, including VLOOKUP/XLOOKUP, pivot tables, and logic functions such as SUMIF and COUNTIF.
Strong organizational skills and attention to detail.
Excellent time management skills and a proven ability to meet deadlines.
Ability to analyze data, own reporting deliverables, and identify errors.
Excellent written and verbal communication skills.
Must complete background screening and be willing to complete client-specific certifications and testing as assigned.
May need to obtain a specific security clearance or complete additional client-specific access controls, background checks, or screening, depending on the assigned account.
Able to meet the physical requirement of prolonged periods sitting at a desk and working on a computer.

Nice To Haves

College degree preferred.
Knowledge and experience with Software Development Life Cycle (SDLC) models and Agile methodologies is highly valued.
ServiceNow experience is a plus.
Familiarity with Power Query is a plus.

Responsibilities

Support the client management team in handling requests and inquiries from assigned accounts.
Load invoice and inventory data into operational systems according to client specifications.
Process system-triggered invoice audits and reconcile client invoice data.
Analyze billing models, contracts, and billed and unbilled usage to develop savings proposals and optimize services.
Implement approved carrier Moves, Adds, Changes, and Deletes (MACDs).
Generate system-based allocation and accrual reports as required by clients.
Review contracts for adherence and manage resulting disputes.
Communicate proactively with clients and internal stakeholders about platform functionality, data quality, and open issues.
Escalate and track incidents with Engineering teams through resolution.
Fulfill mobile service orders and procurement requests for assigned accounts as needed.
Manage multiple related workstreams and prioritize tasks across the client portfolio to meet deadlines and service-level agreements.
Complete required background screening and follow client-specific data security policies.
Complete client-specific certifications and testing as assigned.