Contracts and Budget Manager

OVERVIEW

• The Contracts & Budget Manager is responsible for designing, implementing and overseeing client financial
• budgets, confirming contracts are maximized and ensuring billing accuracy monthly. This role works closely with
• Business Development and Project Managers (PM) / Customer Success Managers (CSM). This role partners with
• other department leaders to support and document processes and gain efficiencies for the contracting and financial
• lifecycle of Trial Interactive contracts.

DESCRIPTION

• Ensure compliance with Trial Interactive contracting process, templates, and guidance.
• Review all terms and conditions for contracts while ensuring terms align with agreed responsibilities an deliverables.
• Review key contract billing metrics and working with the team to improve results.
• Assist in drafting and implementing processes and procedures that will improve efficiency and strengthen internal controls.
• Review billing monthly and confirm budget trackers are in line with client invoices and contracts are fully maximized.
• Assist in month-end reconciliation activities.
• Work with Project Managers / Customer Success Managers to ensure the accurate and timely submission of invoices.
• Review and analyze Job Cost Reports for invoice validation and research discrepancies.
• Prepare ad hoc reports as needed.
• Analyze accounts and determine the next appropriate action for account resolution with PM / CSM and Sales.
• Serve as liaison and act as Point of Contact with Business Development and Operations teams, and monitor service requests and handle them within internal SLAs.
• Build budget trackers for new and existing clients.
• Complete all other tasks that are deemed appropriate for this role and assigned by the manager/supervisor.