Billing Specialist

Overview

This role supports accurate, timely, and contract-compliant client billing for managed services, projects, and product sales. You will work cross-functionally with finance, service, and account management teams to ensure invoices align with client terms and billing data is validated before it is billed.

Responsibilities

• Generate and process accurate invoices for recurring managed services, time and materials, projects, and product sales.
• Review contracts, proposals, and service agreements to ensure billing aligns with client terms.
• Monitor billable time entries and expenses logged by technicians and validate before billing.
• Maintain billing schedules, recurring contract renewals, and price changes.
• Communicate with internal teams to clarify service details, contract terms, or billing discrepancies.
• Respond to client billing inquiries in a timely, professional manner and resolve issues or disputes.
• Use PSA tools (e.g., ConnectWise Manage, Autotask) to manage billing data and workflow.
• Support month-end close by preparing billing summaries and revenue reports.
• Identify and recommend process improvements to enhance billing accuracy and efficiency.

Requirements

• 2+ years of billing, accounts receivable, or finance experience; MSP or IT services industry experience preferred.
• Experience with PSA tools (ConnectWise, Autotask, etc.) and accounting software (e.g., QuickBooks, NetSuite).
• Familiarity with managed services contracts, recurring billing, and project invoicing models.
• Strong attention to detail and excellent organizational skills.
• Proficiency in Microsoft Excel and other Office tools.
• Clear communication skills (written and verbal) with a focus on client service.
• Ability to work independently and collaboratively in a deadline-driven environment.
• Experience reconciling time and expense entries with service tickets or projects.
• Understanding of tax implications for IT services and products.
• Familiarity with CRM/ERP integration for billing workflows.

Compensation & Benefits

• Competitive benefits package, including medical, dental, vision, and life insurance
• 401k match
• Unlimited vacation time*
• Paid sick time
• 10 Holidays including your Birthday and a Floating Holiday!
• Healthy Lifestyle reimbursement
• Amazon Prime reimbursement
• 40 Hours for Volunteer Time
• Paid parental leave
• Reimbursement for ongoing education and certifications
• Learning and development programs
• Unlimited vacation time after completing one full year of employment. For the first year of employment, full-time team members are provided 10 vacation days.

Location

Teams are located across the country.