Billing & Collections Coordinator

Overview

The organization is seeking a detail-oriented Billing & Collections Coordinator to manage the billing process, support timely collection of customer payments, and ensure the accuracy of financial records. This role is well-suited for someone with experience in billing, accounts receivable, or collections who enjoys working with data, investigating discrepancies, and maintaining a high level of accuracy in a fast-paced environment.

This position generates accurate invoices, supports month-end billing processes, monitors accounts receivable, and maintains customer financial records. Strong Excel skills are required, and experience identifying and resolving discrepancies between contracts, billing data, and financial systems is essential. NetSuite experience is preferred. The coordinator works closely with Finance, Sales, and customers to resolve billing issues, support collections efforts, and ensure the integrity of billing and revenue-related data.

Responsibilities

• Generate and issue accurate invoices in a timely manner
• Create Sales Orders from statement of work (MSA) contracts into NetSuite with accuracy and attention to detail
• Review Salesforce closed won opportunities to NetSuite sales orders for accuracy and perform quality control checks between the two systems
• Monitor accounts receivable and follow up with clients on outstanding balances
• Maintain and update customer billing information
• Investigate and resolve billing discrepancies and disputes
• Coordinate with internal departments to verify billing data and resolve client concerns
• Prepare regular reports on aging accounts and collection status
• Ensure compliance with company policies and applicable regulations regarding billing and collections
• Negotiate payment plans with delinquent accounts when necessary
• Maintain detailed records of all billing and collection activities
• Support month-end and year-end financial closing processes

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 2-4 years of experience in accounts receivable, general accounting, or related roles
• Demonstrated experience managing billing processes with a high degree of accuracy and attention to detail
• Experience working within ERP and accounting systems, preferably NetSuite
• Familiarity with NetSuite, including creating and reviewing sales orders, invoices, customer records, and billing transactions (strongly preferred)
• Ability to learn and navigate new systems quickly
• Strong knowledge of accounting principles, with expertise in deferred revenue and revenue recognition
• Strong Excel skills required, including Pivot Tables, XLOOKUP/VLOOKUP, SUMIF/SUMIFS, filtering, and data reconciliation
• Experience analyzing billing, collections, or financial data in Excel
• Ability to meet deadlines and timelines for accurate “month end” close of financial records
• Exceptional attention to detail and organizational skills
• Strong communication and interpersonal skills to collaborate with cross-functional teams and customers
• Ability to prioritize tasks, manage deadlines, and adapt to a fast-paced environment

Preferred Qualifications

• NetSuite experience, including creating and reviewing sales orders, invoices, customer records, and billing transactions

Compensation & Benefits

• Health, Dental, Vision
• 401(k) with match
• Commuter Perks
• Long/Short Term Disability
• Employee Assistance Program
• Unlimited PTO
• Paid Parental Leave

Compensation disclosure: In compliance with local law, the compensation, or a range thereof, for roles in locations where legally required is disclosed. Actual salaries vary based on external market data, internal equity, location, skillset, experience, and/or performance. Base pay is just one component of total compensation and other rewards may include long-term incentives and program-specific awards.

Location

• Remote across the United States
• Candidates located in the greater Chicagoland area are preferred due to the opportunity for occasional in-person collaboration with team members based in the Chicago office