Overview
This role is responsible for accurate and timely customer invoicing related to managed service agreements, recurring contracts, and service ticket activity. Work is primarily performed in ConnectWise and NetSuite, ensuring billable services are properly captured, invoiced, and aligned with customer terms. The ideal candidate is detail-oriented and process-driven, with experience supporting high-volume MSP billing.
Responsibilities
Agreement & Recurring Billing
- Generate and process monthly recurring invoices for managed service agreements in ConnectWise
- Ensure billing aligns with contract terms, pricing schedules, and service bundles
- Maintain accurate agreement billing setups, including additions, removals, and renewals
Service Ticket Invoicing
- Review service tickets for completeness, accuracy, and billable status
- Invoice time, materials, and project-related services based on approved ticket activity
- Partner with service delivery teams to resolve billing discrepancies or missing documentation
System & Invoice Management
- Sync invoicing activity between ConnectWise and NetSuite to ensure proper financial posting
- Maintain clean billing data and ensure invoices are coded correctly to customers and services
- Support invoice delivery workflows and respond to customer billing inquiries
Sales Order & Project Billing
- Own the transition from Sales to Operations by creating Sales Orders and structural Billing Agreements
- Execute monthly billing for all active projects, managing the complexities of both Fixed Fee milestones and Time & Materials (T&M) projects
- Generate and process all sales orders and project invoices daily
Credit Memo Processing
- Work with CSM and approvers to identify and process credits
- Identify and fix underlying causes, if applicable, in customer agreements
- Maintain the credit memo database and produce monthly credit memo reporting
Process Improvement & Controls
- Assist in improving invoicing accuracy, cycle times, and standard billing procedures
- Support month-end close activities related to invoicing and deferred revenue
- Ensure compliance with internal controls and documentation standards
Requirements
- 2+ years of hands-on invoicing or billing experience, preferably in a service company environment
- Experience working with accounting or billing software ConnectWise
- Familiarity with MSP or recurring revenue billing environments preferred
- Basic understanding of accounting principles and revenue recognition
- Account reconciliation experience a plus
- Microsoft Office proficiency (Excel, Word, Teams)
- Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred (or equivalent experience)
Preferred Qualifications
- High-volume invoicing accuracy
- Strong organizational and communication skills
- Comfort working cross-functionally with operations and finance
- Proficiency in Excel and billing analytics
Compensation & Benefits
- Competitive salary
- Comprehensive health benefits
- Unlimited paid time off
- Opportunities for professional growth and development
- Collaborative and supportive team environment
Pay Range: 60,000 - 73,000 USD per year
Location
Remote (United States)