Job Description
We are seeking a detail‑oriented Billing & Contract Data Analyst to support a high‑volume Registered Investment Advisor (RIA) client in Ohio. This role is responsible for reviewing client contracts and fee schedules, extracting billing‑related data from Salesforce, and ensuring accurate configuration and maintenance of client billing records within Tamarac and other integrated billing platforms.
This position plays a critical role in revenue accuracy, client transparency, and regulatory compliance by ensuring that client‑specific fee terms, exclusions, and custom billing arrangements are correctly reflected from CRM through downstream billing systems.

Responsibilities include:
Review and interpret client agreements, fee schedules, amendments, and custom billing terms, including:
- Advisory fee structures
- Tiered and blended fee schedules
- Client‑specific exclusions, caps, or negotiated terms
- Household‑level and account‑level billing nua...