Billing & Collections Specialist

Overview

This Billing & Collections Specialist role supports the Accounting team by managing accounts receivable activities. The position focuses on accurate invoicing, timely collections, and resolution of billing issues to support the organization’s financial operations.

Responsibilities

• Prepare, review, and issue complex customer invoices in accordance with accuracy and contract terms.
• Verify billing data including pricing, quantities, taxes, and payment terms; process invoices and adjustments promptly.
• Monitor customer accounts for outstanding balances and manage collection efforts independently.
• Investigate billing discrepancies and customer inquiries, determine causes, and coordinate resolution.
• Maintain records of collection activities and send monthly statements to customers with open balances.
• Support month-end close activities related to accounts receivable and assist in bad debt analysis.
• Prepare accounts receivable aging and collection trend reports; provide updates and recommendations.
• Uphold credit and collections policies and ensure customer records are accurate.
• Prioritize deadlines across invoicing, collections, and month-end processes using sound judgment.
• Adhere to internal controls and compliance standards; assist with audit documentation.
• Perform special projects or other duties as assigned.

Requirements

• Minimum five years of accounts receivable experience with a focus on invoicing and collections.
• Proficiency in accounts receivable, billing, and collections processes, ideally in a SaaS or subscription environment.
• Strong skills in MS Excel for reconciliations, reporting, and analysis.
• High attention to detail, strong organizational skills, and analytical thinking.
• Ability to work independently and manage timelines effectively.
• Proven ability to collaborate across departments to resolve issues while maintaining positive relationships.
• Capability to independently resolve complex billing and collections matters.
• Working knowledge of tax concepts related to customer invoicing.
• Motivated to thrive in a dynamic environment and expand expertise in billing operations.

Preferred Qualifications

• Experience with NetSuite (ERP), Salesforce, Certinia, Concur, Navan, Adobe.

Compensation & Benefits

• Salary: $83,000
• Competitive equity package
• Comprehensive benefits plan

Location

Remote-first, global team.