Billing Specialist

Overview

This role involves supporting billing operations for a hybrid SaaS revenue model that includes both subscription-based and usage-based billing. The position requires ensuring accurate invoicing aligned with contract terms and customer usage, resolving discrepancies, and collaborating cross-functionally with Sales, Customer Success, and Revenue Operations teams to ensure timely collection and processing of payments.

Responsibilities

• Generate and distribute monthly invoices covering fixed subscription fees and variable usage-based charges such as lead volume or transaction-based pricing
• Validate billing inputs by reconciling usage data from internal systems with contracted pricing and customer agreements
• Review contracts and order forms to ensure accurate billing setup, including pricing tiers, minimums, overages, and discounts
• Investigate and resolve billing discrepancies, including mismatches between usage data, CRM records, and invoicing systems
• Collaborate closely with Sales, Customer Success, and RevOps to align contracts, product usage, and billing outputs
• Maintain accurate billing schedules for renewals, amendments, and mid-cycle changes such as upgrades, downgrades, and prorations
• Participate in month-end close activities by preparing billing reports, reconciliations, and variance analyses
• Support revenue recognition efforts by ensuring billing aligns with contract structure and service delivery
• Identify and implement process improvements to enhance billing accuracy, scalability, and automation, including integration with billing platforms like Zuora
• Maintain documentation of billing processes and controls to support audit readiness
• Perform other duties as assigned

Requirements

• 2 to 4 years of experience in billing, accounts receivable, or related finance functions
• Strong attention to detail and accuracy in data entry and analysis
• Experience with billing systems and ERP platforms such as NetSuite, Salesforce, or similar
• Proficiency in Microsoft Excel, including pivot tables and lookup functions
• Strong problem-solving skills with the ability to independently investigate discrepancies
• Effective communication skills and ability to collaborate across teams
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Basic understanding of revenue recognition principles is a plus
• Willingness to travel 5-10%

Reporting Structure

• Reports to: Senior Revenue and Billing Manager or Controller
• Direct reports: None

Impact

• Ensures accurate and timely billing, directly affecting revenue recognition and cash flow
• Enhances customer experience by minimizing billing errors and efficiently resolving issues
• Supports financial integrity through accurate recordkeeping and audit readiness
• Contributes to operational efficiency by identifying and improving billing processes
• Partners cross-functionally to ensure alignment between contracts, usage, and invoicing
• Plays a key role in maintaining customer trust and supporting scalable growth

Location

Not specified