Jr. Customer Analyst

Position Summary

The Jr. Customer Analyst plays a vital role bridging customer accounts, billing operations, and data management. In this role, you will audit customer invoices for accuracy, maintain structured data trackers, and ensure seamless synchronization across internal platforms, including Salesforce and cloud-based spreadsheets.

This is an exceptional opportunity for an analytical, detail-driven professional with strong spreadsheet capabilities—particularly in Google Sheets and Microsoft Excel —to gain high-impact corporate analytics and financial operations experience with a defined path toward full-time conversion.

Key Responsibilities

1. Invoice Audit & Financial Data Verification

• Audit Billing Records: Review, verify, and reconcile customer invoices against operational data and purchase orders to ensure complete accuracy before billing execution.

• Resolve Variances: Identify billing discrepancies, misapplied charges, or missing documentation; collaborate cross-functionally with operations and account managers to resolve issues rapidly.

2. Spreadsheet Modeling & Data Management

• Maintain Operational Trackers: Build, organize, and update dynamic tracking spreadsheets using Google Sheets and Microsoft Excel to monitor active customer accounts, invoice cycles, and account statuses.

• Data Cleansing & Integrity: Execute routine data audits across customer databases to remove duplicates, standardize records, and ensure 100% data fidelity.

3. Systems & Documentation Management

• CRM Platform Management: Utilize Salesforce to update customer profiles, log account milestones, pull operational reports, and cross-reference billing details.

• Document Control: Organize digital documentation, proof-of-delivery receipts, and service sign-offs across multiple internal systems and shared drives for compliance and audit readiness.

4. Cross-Functional Operations & Reporting

• Operational Reporting: Compile recurring status updates and simple metric summaries for team leadership regarding pending invoices, resolved disputes, and account turnaround times.

• Escalation Handling: Proactively surface workflow bottlenecks, system synchronization errors, or high-risk discrepancies to management with recommended solutions.

Qualifications & Candidate Profile

Required Qualifications

• Education: High School Diploma or GED required; Associate or Bachelor’s degree in Business, Finance, Accounting, Data Analytics, or related field is a plus.

• Spreadsheet Proficiency: Proven ability to navigate, sort, filter, and apply standard formulas (e.g., SUMIF, VLOOKUP/XLOOKUP, basic pivot tables) in Google Sheets or Microsoft Excel .

• CRM / System Experience: Hands-on exposure to Salesforce (or equivalent enterprise CRM/ERP system) for data entry, account lookups, or basic reporting.

• Numerical & Data Accuracy: Exceptional attention to detail with a natural aptitude for working with figures, line-item audits, and large data sets.

• Organization & Time Management: Ability to manage competing daily tasks, adhere to strict billing cycle deadlines, and handle confidential customer information responsibly.

Preferred Qualifications (Top Candidate Differentiators)

• Advanced Google Sheets Experience: Prior daily work experience utilizing shared Google Sheets for real-time team collaboration, conditional formatting, and multi-tab data consolidation.

• Relevant Operational Background: 6+ months of experience in a customer operations, billing support, accounts receivable, or data analyst role.

• Discrepancy Investigation: Experience cross-referencing multi-system records to identify and resolve transactional discrepancies.

Why Choose This Role?

• Competitive Compensation: Earn up to $23.00/hour with consistent, full-time hours.

• Career Growth & Conversion: Direct path for high performers to convert into a permanent, salaried full-time corporate role.

• Resume-Building Experience: Gain enterprise experience working across industry-standard platforms (Salesforce, Google Workspace, Excel) in a fast-paced, collaborative team environment.

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Please note: The following benefits reflect Kelly's general offerings. Eligibility may vary by assignment, location, and job type. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here (https://www.mykelly.com/help-support-working-with-kelly-us/#Benefits) for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

With Kelly ® , it all adds up.

You’re looking to keep your career moving onward and upward, and we’re here to help you do just that. Our financial staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Kelly may use AI-powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice (https://www.kellyservices.com/hubfs/myKelly/Resources/Employment\_Policies/Recruitment-Artificial-Intelligence-Notice.pdf?hsLang=en) .

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly’s Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.