Billing & Collections Specialist

Overview

The Billing & Collections Specialist manages the billing-to-cash cycle for a portfolio of customer accounts to help maintain healthy cash flow. This role includes reviewing and invoicing approved sales orders, applying client payments, following up on past-due balances, resolving billing questions, and collaborating with Customer Success, Sales, and Support to ensure customers are supported while payments are collected on time.

Responsibilities

• Review and invoice all approved sales orders in NetSuite accurately and on schedule
• Apply incoming client payments promptly and accurately
• Research and resolve billing disputes, short-pays, and unapplied cash, coordinating with internal teams as needed
• Contact customers by phone and email to collect past-due balances and secure payment commitments
• Own every past-due account in your portfolio through resolution or escalation, including reviewing AR aging daily to prioritize by balance, age, and risk
• Document all collection activity and customer communications in the AR ticketing system
• Escalate high-risk accounts (such as those nearing suspension per the collections policy) to the Billing & Collections Manager with a clear summary and recommendation
• Support month-end close by reconciling AR aging to the trial balance
• Identify the correct billing contact when invoices are not reaching the customer, partnering with Sales and Customer Success
• Perform other ad hoc tasks/projects related to the role as directed by the Billing & Collections Manager and/or Global Controller

Requirements

• At least 3 years of accounts receivable, collections, or billing experience, including SaaS or subscription billing
• Experience with an ERP system such as NetSuite, Sage Intacct, or Great Plains
• Track record of identifying the root cause of a recurring billing or collections problem and fixing it
• Strong written and verbal communication skills, including comfort having firm but professional conversations about overdue balances
• Solid attention to detail and accuracy with numbers
• Intermediate Excel skills (e.g., lookups, pivot tables)
• Ability to manage a high volume of accounts (hundreds per month) and shifting priorities
• High school diploma or equivalent

Preferred Qualifications

• Experience with NetSuite
• Experience with Salesforce
• Experience with collections automation or payment portal tools

Compensation & Benefits

• Competitive salary and benefits, including tuition and lifestyle reimbursements
• Flexible PTO policy
• Additional benefits including bespoke mindfulness and fitness initiatives

Location

Remote-first workplace with office locations in Bozeman, MT; Toronto, Canada; and Dublin, Ireland. Contribution can be from remote work and/or office locations.