Billing & Revenue Operations Specialist

Overview

This remote role supports accurate billing and reliable subscription billing operations. The position manages daily billing and accounts receivable activities, ensures customer and contract records remain aligned between HubSpot and NetSuite, and partners cross-functionally to resolve discrepancies, support month-end close, and improve processes as the SaaS business grows.

Responsibilities

• Manage billing and customer accounts

  • Review customer contracts, pricing, billing schedules, and dealership locations to determine appropriate billing treatment and resolve discrepancies before invoicing.
  • Generate accurate, timely invoices reflecting current contract terms, products, pricing, and subscription changes.
  • Set up and maintain consolidated billing for dealership groups with multiple locations.
  • Respond to customer questions about invoices, credits, payments, and account adjustments.
  • Process credits, adjustments, and write-offs within approved authority; escalate exceptions as needed.

• Own accounts receivable activities

  • Monitor outstanding balances, follow up on overdue invoices, and maintain clear records of collection efforts.
  • Apply ACH, check, and credit card payments accurately across customer accounts.
  • Analyze aging reports and payment trends to identify collection risks and recommend actions.
  • Partner with Sales and Customer Success to resolve disputed balances and reach unresponsive customers.

• Maintain accurate financial and system data

  • Verify new customer contracts transfer correctly into NetSuite before the first invoice.
  • Keep customer, dealership group, and location records aligned between HubSpot and NetSuite.
  • Record cancellations, reactivations, subscription reductions, and added locations promptly.
  • Prepare recurring accounts receivable, payment tracking, and reconciliation reports.

• Support month-end close

  • Reconcile accounts receivable, investigate differences, and prepare supporting schedules and proposed journal entries for review.

• Improve processes and support controls

  • Identify recurring billing issues, control gaps, and workflow inefficiencies; recommend practical improvements.
  • Provide documentation for audits, tax filings, and compliance reviews.
  • Prioritize account issues, resolve exceptions within delegated authority, and escalate matters based on financial impact and customer circumstances.

Requirements

• Hands-on proficiency with NetSuite.
• Experience using CRM software, specifically HubSpot, and maintaining accurate data between CRM and accounting systems.
• Advanced Excel skills, including lookup functions, PivotTables, conditional formulas, and reconciliation of large datasets.
• Proficiency with Google Sheets and Microsoft Office.
• Solid understanding of accounting fundamentals, full-cycle accounts receivable, and subscription billing workflows.
• Strong analytical skills to compare financial records with contracts, identify discrepancies, and determine appropriate corrections.
• Clear communication skills and a professional, customer-focused approach.
• Excellent attention to detail, organization, and ability to meet close and reporting deadlines.
• Ability to work independently, manage competing priorities, and protect confidential financial information.
• Three to five years of experience in accounts receivable, billing, or general accounting.
• Experience in SaaS or recurring subscription billing.
• Experience with cash application, payment posting, and subledger reconciliation.
• Experience supporting multi-location customer accounts or dealership groups.
• Familiarity with automated subscription billing tools.
• Bachelor’s degree in accounting, finance, business, or a related field, or an equivalent combination of education, training, and relevant experience.

Preferred Qualifications

• None specified.

Compensation & Benefits

• Salary: $65,000 to $68,000 commensurate with experience, skills, and geographic location
• 401(k): $1 to $1 match up to 5%
• Insurance: Medical, dental, and vision insurance; 100% of premiums paid for employee and family
• HSA contribution for qualifying plans
• Paid time off: Unlimited paid time off and 11 observed holidays
• Other: Full-time remote opportunity; equipment provided

Location

• Remote position.
• Candidates must reside within the Continental United States.
• Not accepting applications from candidates residing in California, Hawaii, and Alaska for this position.
• Occasional travel may be required for conferences, training, or company events.

Additional Requirements

• Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. The employer is unable to sponsor or take over sponsorship of employment visas at this time.
• Background check required.

Equal Opportunity

Reasonable accommodations are available to enable qualified individuals with disabilities to perform essential functions. The employer participates in the E-Verify program and is an equal opportunity employer.