Senior Billing Specialist

Overview

This role involves joining a growing team to manage increasing billing complexity driven by a significant rise in transaction and invoice volumes. The Senior Billing Specialist will report to the Billing & Collections Manager and work closely with team members to ensure invoice accuracy, manage daily cash application, and provide guidance on invoice processing.

Responsibilities

• Review customer contracts and correspondence to interpret ambiguous contract language and determine correct billing treatment
• Process invoices and credit memos for complex or non-standard billing scenarios
• Guide and support teammates on invoice processing workflows within Zone billing software
• Review invoices processed by the team for accuracy before distribution to customers
• Respond to customer billing inquiries via email, researching and providing accurate answers promptly
• Perform daily cash application by matching incoming customer payments to invoices and posting accordingly
• Follow up on past-due accounts and coordinate escalations with Fund Administration and Customer Experience teams as needed
• Monitor accounts receivable aging and flag at-risk balances to the Billing & Collections Manager
• Participate in ongoing process improvements and workflow refinement within Zone through project-based work
• Manage increased workload during peak Fund Administration billing cycles (December, March, June, September)
• Collaborate cross-functionally with Deal Desk on contract structuring and with Fund Administration/Customer Experience on billing and collections
• Utilize AI tools to improve productivity and efficiency across billing, cash application, and reporting workflows

Requirements

• Minimum of 4 years of professional billing experience, especially with complex billing scenarios
• Proven ability to analyze vague contract terms and determine precise billing consequences
• Practical experience with Zone or equivalent NetSuite-native billing software, including training and guiding team members
• Proficiency in cash and payment applications, including matching and posting customer payments against invoices
• Familiarity with Salesforce for accessing contract, account, and opportunity details
• Skilled in using AI productivity tools (e.g., ChatGPT, Claude) to enhance daily workflows
• Background in collections is a plus, though primary focus is billing expertise
• Collaborative mindset with strong teamwork skills; comfortable guiding colleagues without formal authority
• Strong interpersonal skills for interacting with cross-functional internal stakeholders and proactive in seeking clarifications
• Prior experience in Services and SaaS sectors preferred
• Highly resourceful and able to independently investigate and resolve issues with limited information
• Ability to thrive in a fast-paced, dynamic work environment
• Advanced Excel skills, particularly with calculations from Fund Administration, are a distinct advantage

Compensation & Benefits

• Base salary range in the U.S.: $60,000 - $83,000 USD, dependent on experience, skills, location, and local pay requirements
• Equity participation
• Health, dental, and vision insurance for employees and their families
• Life insurance coverage
• Mental wellness support
• Fertility and family growth support
• Flexible time off in addition to company-paid holidays
• Paid family leave, medical leave, and bereavement leave
• Retirement savings plans
• Allowance to customize home work and technology setup
• Annual professional development stipend

Location

This position supports a digital-first work environment with options ranging from fully remote to working in physical offices located in San Francisco, New York City, Mumbai, and Bangalore. The team collaborates across multiple U.S. states, Canadian provinces, India, Luxembourg, and England.