Billing and Order Analyst

Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day. When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things.

The Billing and Order Analyst will be responsible for processing invoices for consulting revenue streams, including time and materials consulting, and fixed fee services. The secondary task of the Billing and Order Analyst is to help with order entry.

• Prepare and send invoices on a monthly basis for consulting projects. Related tasks include reviewing consulting timesheet compliance reports and working with the Customer Success Operations team and Customer Success (CS) Managers/Directors to ensure completeness, sending draft invoices to CS Managers for review and approval, working with management to resolve issues, and reaching out to new customers to confirm that the billing information we have on file is correct and obtain purchase orders from them.
• Prepare and send customer invoices on a monthly basis for travel expenses incurred by CS employees in connection with consulting and training engagements.
• Process incoming sales orders and ensure that they are recorded in NetSuite and OpenAir in an accurate and timely manner. Related tasks include reading and interpreting customer contracts, reviewing data entered in Price Quote App for 30 3 accuracy, updating spreadsheets used for reconciling revenue, tracking project completion, and processing terminations and contract expirations in the related billing systems.
• Ensure invoices are entered into external customer billing systems timely.
• Assist in other projects and reporting as needed related to the Monthly and Quarterly Revenue close and audit activities.
• Respond to inquiries received from customers and Appian personnel on a timely basis. Assist the Billing and Collections team with invoice follow up.

• Bachelor's Degree in Finance, Accounting, or a related field.
• 1+ years of corporate accounting experience with knowledge of accounting and billing systems.

• Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires.
• Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.
• Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.