Customer Billing Specialist

Overview

This role supports the Order-to-Cash function by ensuring contracts, terms, and billing details are accurate and complete before invoicing. The position partners with Sales, Delivery, Customer Success, Accounts Receivable, and clients to manage order changes, coordinate fulfillment dates, and deliver monthly invoicing for assigned services.

Responsibilities

• Review closed opportunities to ensure proper governing documentation and accepted Terms and Conditions.
• Validate that Terms and Conditions match across the Quote, Customer Purchase Order, and Statements of Work / MSA / MTC.
• Insert additional Terms and Conditions into order contracts as needed.
• Review and approve order opportunities for fulfillment.
• Partner with delivery teams to validate service delivery dates for billing per the governing contract.
• Manage order changes as required.
• Ensure accounts are set up properly across systems to align with billing procedures.
• Confirm all required account documentation is in place prior to billing commencement.
• Complete monthly invoicing for assigned services, including delivery to clients.
• Process service credits.
• Assist Accounts Receivable with cash application and collections activities.
• Support financial audits.
• Respond to contract and order-related inquiries from customers and internal departments.
• Test system upgrades, enhancements, and break fixes.
• Cross-train across team functions to support workload balance during peak times and provide coverage as needed.
• Ensure processes are scalable and efficient, and improve them where needed.

Requirements

• 3 to 5 years of relevant order/contract support and billing experience, with preference for monthly recurring or professional services billing cycles.
• Excellent verbal and written communication skills with a commitment to customer service and collaboration.
• High degree of accuracy and attention to detail.
• Salesforce or other Customer Relationship Management (CRM) system experience.
• NetSuite or other ERP system experience.
• Proficiency in Microsoft Suite products—advanced Excel knowledge required.
• Ability to work independently in a fast-paced environment and multi-task.

Preferred Qualifications

• Experience in a software or technology company.
• Experience with channel partners and/or value-added resellers.
• Experience with international customers in foreign currencies.

Education

• Bachelor’s Degree with a concentration in Accounting or Finance preferred, but not required.

Physical Demands

• General office environment.
• May require long periods sitting and viewing a computer monitor.
• No special physical demands required.

Compensation & Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) with employer matching.
• Generous paid time off and holidays.
• Flexible spending accounts and health savings accounts.
• Employee assistance programs.
• Training and development opportunities.
• Adoption assistance program.

Location

• This role is open to candidates legally authorized to work in the United States.
• Flexible work is supported; in-person attendance for key moments is based on role, team, and business needs.