Client Services Analyst
@ SailPoint

Hybrid
$110,300
Hybrid
Full Time
Posted 4 days ago

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XXXXXXXX XXXXXXXXXXXXX XXXXXXXXX***** @sailpoint.com
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Job Details

About the Role

The Client Services Analyst at SailPoint plays a critical role in driving operational excellence within our Professional Services organization. You will partner with analysts, specialists, and project teams to manage day-to-day operations related to billing, project setup, reporting, and financial transactions.

Key Responsibilities

  • Manage project setup, milestone tracking, billing, and reporting in Certinia and Salesforce.
  • Validate and maintain project data integrity including billing milestones and financial transactions.
  • Analyze operational data to identify discrepancies and process gaps, escalating for resolution.
  • Support month-end close activities including milestone verification and billing event reconciliation.
  • Collaborate with Finance, Project Management, and PS Operations to streamline workflows.
  • Monitor performance through dashboards and provide actionable insights.
  • Document processes and drive continuous improvement initiatives.
  • Serve as a subject matter expert for Certinia processes and data standards.

Desired Skills and Experience

You should have 3+ years in Professional Services, Business or Financial Operations, with hands-on experience in Certinia and a strong grasp of billing and financial transactions. Proficiency with Salesforce and Excel, excellent analytical skills, and attention to detail are essential.

Benefits Overview

  • Health, dental, and vision insurance
  • Short and long-term disability coverage
  • Life and supplemental insurance options
  • 401(k) Savings and Investment Plan with company matching
  • Flexible vacation policy, paid holidays, and sick leave
  • Parental leave and Employee Assistance Programs

Key skills/competency

  • Certinia
  • Billing
  • Reporting
  • Data Integrity
  • Project Setup
  • Financial Transactions
  • Salesforce
  • Continuous Improvement
  • Analytical
  • Collaboration
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How to Get Hired at SailPoint

🎯 Tips for Getting Hired

  • Customize Resume: Tailor experiences to match SailPoint requirements.
  • Highlight Certinia: Emphasize your expertise with Certinia.
  • Show Results: Quantify billing and operational achievements.
  • Prepare Stories: Use concrete examples in interviews.
  • Research SailPoint: Understand company culture and processes.

📝 Interview Preparation Advice

Technical Preparation

Review Certinia platform basics and functionalities.
Practice data analysis in Excel and Salesforce.
Brush up on project accounting concepts and billing cycles.
Study financial transaction reconciliation processes.

Behavioral Questions

Describe a time you solved a data issue.
Explain how you manage multiple priorities effectively.
Discuss collaboration with cross-functional teams.
Share an experience driving process improvements.

Frequently Asked Questions