Overview
This role is part of the Order-to-Cash (OTC) organization, which manages the end-to-end process converting customer agreements into billed, collected, and reported revenue. The OTC team acts as the operational bridge between commercial commitments and financial outcomes, overseeing customer account setup, contract and billing configuration, invoice generation, payment processing, accounts receivable, collections, dispute resolution, reconciliation, and reporting.
The Senior Billing Specialist is responsible for the accurate and timely preparation of customer invoices, contract processing, and billing documentation across a broad range of product lines and billing models. This position manages critical billing queues, standard operating procedures, and key customer accounts, while supporting cross-functional projects.
Responsibilities
- Process contracts across all product lines for a global customer base, including direct and indirect commercial and government contracts
- Handle various deal types such as new business, add-ons, renewals, replacements, terminations, extensions, and hybrid/transition models
- Execute month-end and mid-month billing cycles for SaaS, license, and services products, covering new business, add-ons/adjustments, and renewals
- Assist with Finance Queue and Salesforce billing tickets to ensure timely resolution of billing inquiries and issues
- Manage customer usage commit balances, license extensions, and new license requests
- Maintain and update Billing Standard Operating Procedures (SOPs); assist with team onboarding and training
- Identify and drive billing process efficiency improvements, including adoption of AI tools and automation to reduce manual effort and increase accuracy
- Lead or assist with billing-related projects such as testing pricing changes, billing methodologies, new product launches, and process improvements
- Own key customer accounts and serve as a subject matter expert for billing inquiries and escalations
- Collaborate cross-functionally with Revenue Accounting, Deal Desk, Sales Operations, and Legal to ensure efficient and accurate transaction processing
- Support ad-hoc projects, periodic external audits, and cross-functional initiatives
- Participate in a global team environment focused on teamwork, support, and guidance
Requirements
- Minimum 5 years of invoicing and billing experience, preferably with SaaS products, usage-based billing models, and a global customer base
- Proficiency with financial software, large ERP systems, billing and revenue management tools; experience with Zuora, Salesforce, and Workday preferred
- Proven track record of implementing process improvements using technology and tools
- Advanced skills in Microsoft Office applications
- Strong teamwork and collaboration skills, including managing tasks across multiple participants
- Highly organized and detail-oriented with the ability to manage multiple priorities and deadlines in a fast-paced environment
- Strong analytical and problem-solving abilities
- Excellent verbal and written communication skills, with the ability to collaborate effectively with cross-functional teams and senior leadership
- Experience in a high-growth SaaS, software, or technology-related company is a plus
- Bachelor’s degree in Business, Finance, or Accounting preferred
Compensation & Benefits
- Competitive base salary with an annual performance bonus and long-term incentives
- Salary range for this position is $60,000 to $90,000, with final offer based on experience, skills, qualifications, and internal pay equity
- Hiring at the top end of the range is not typical to allow for future salary growth
Location
- Remote/Hybrid work arrangement
Required Skills
- Accounts Receivable (AR)
- Billing
- Communication
- Customer Service
- Data Entry
- Enterprise Resource Planning (ERP) Systems
- Invoice Processing
- Microsoft Excel
- Payment Processing