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Billing Specialist
Posted on 3/15/2023
Remote in USA
Experience Level
Desired Skills
  • Minimum of two (2) years of Billing experience required preferably within a SaaS or technology company
  • Minimum of one (1) year experience with reviewing complex MSA's (contracts) required
  • Knowledge and experience using Salesforce CRM; SaaS-based billing preferred
  • Experience with Excel (intermediate), ticketing systems (i.e., JIRA, Zendesk, Salesforce)
  • Demonstrates initiative to identify and communicate opportunities to improve existing processes
  • Strong analytical, critical thinking, and solution-driven problem-solving skills; hands-on, “roll up your sleeves” mentality required
  • Ability to successfully accomplish all responsibilities in a fast-paced, growing, and demanding environment
  • Strong attention to detail and exceptional follow-through skills
  • Strong organizational and time management skills
  • Client service oriented with the ability to build strong positive team relationships
  • Strong communication skills, both verbal and written
  • Position requires flexibility to work with team members in Krakow, Poland- must be flexible to working occasional early hours to accommodateCentral European Standard Time (Poland (GMT+1), as needed, to partner and train with colleagues
  • Execution of SaaS billing for Relativity's customers, globally, including subscription and transactional products
  • Responsible for professional execution of accurate and timely billing which drives cash flow and financial performance as well as internal and external customer satisfaction
  • Assist with the team's billing processes, including mid-month and month-end billing; managing and delegating the finance queue; updating and maintaining of client contract information; and facilitating license key delivery of software
  • Performs QCs on transactions prior to posting
  • Provide direction to Billing Analyst and Specialist when needed
  • Review transactions monthly to ensure data integrity
  • Become a Subject Matter Expert for billing processes; participate and review testing of system enhancements/modifications to existing functionality and processes
  • Develop and maintain current SOPs for all billing related responsibilities
  • Maintain working knowledge of the company's current products and services
  • Prepare and review various billing analysis and reconciliations; identify potential issues, recommend, and implement process improvements
  • Build and prepare analytical reporting of usage data to assist in internal and external decision making
  • Resolve all billing errors; work with various teams (Revenue, Deal Desk, Sales) to implement automated fixes and/or manual controls to prevent identified errors
  • Work with Operational Teams to assist in rollouts and plan implementation of GTM initiatives
  • Work with Billing Lead(s) and above to help design, improve and test new and existing workflows to drive billing automation initiatives
  • Work with Information Technology and Business Intelligence to test and ensure accuracy of Relativity's SaaS data
  • Ability to receive direction from Billing Leads(s) and above
  • Assist with training for Billing team members and new hires
  • Assist Billing Team with special projects as necessary
  • Performs monthly, quarterly and annual month-end duties, audits and clean-up

201-500 employees

Legal & compliance software solutions
Company Overview
Organize data. Discover the truth. Act on it
  • Comprehensive health insurance plans
  • Two holiday breaks per year
  • 401k with employer match
  • Employee equity program
  • Training investment program
  • Unlimited time off
  • Flexible work arrangements
Company Core Values
  • Be an excellent communicator.
  • Exceed the expectations of our customers and our colleagues.
  • Hold yourself and your colleagues accountable.
  • Be humble and stay hungry.
  • Do more with less.
  • Enjoy and be great at your job.
  • Embrace the talents of your colleagues and our customers.