Why This Role is Exciting

The Accounting Department is looking for a Billing Specialist to help our organization grow! Your main goal will be to help facilitate the company’s cash revenues. As a Billing Specialist, you will undertake a variety of financial and non-financial tasks, including reviewing sales contracts, setting up and invoicing clients, and assisting with the management of open balances.

Key Responsibilities 

• Monitor the order queue. Communicate with the order management and revenue teams to resolve backlogs and/or discrepancies
• Review executed sales contracts and other support to verify terms of arrangement
• Create and distribute invoices to customers in accordance with contract terms
• Process credit memos and invoice adjustments
• Update accounts receivable database with new accounts or customer details
• Provide solutions to client invoicing or collections issues
• Complete vendor setup forms and vendor portal/PO process set up
• Engage in sometimes difficult conversations while maintaining an always-professional and customer-first attitude
• Develop and maintain process/training documentation for improving billing procedures
• Participate in monthly Accounting Close activities as needed (AR reconciliations, Sales Tax)
• Assist with general operational projects and issues as needed

Attributes for a Successful Candidate 

• 1-2 years of experience in Accounts Receivable or general bookkeeping/operational accounting
• Passion for the accurate maintenance and analysis of a high volume of financial data
• Keen attention to detail with high standards of accuracy
• The ability to project manage under time pressure
• Excellent knowledge of MS Excel and the Office suite
• Self-motivated, proactive, energetic team player

Nice to Have 

• Bachelor’s degree in Finance or Accounting
• Experience in the SaaS Industry and an understanding of key SaaS metrics such as ARR
• Familiarity with NetSuite, Maxio/SaaSOptics, and Salesforce