Overview
This role is responsible for accurate, timely customer invoicing across an assigned portfolio, including the most complex accounts and billing arrangements. You will interpret billing terms, resolve billing discrepancies to their source, and act as the escalation point for complex billing questions and disputes. The position also owns month-end and year-end billing close activities, reviews billing work prepared by other specialists, and drives process improvements to ensure billing remains repeatable through turnover.
Responsibilities
- Generate, review, and process accurate customer invoices in a timely manner, including the most complex accounts and billing arrangements across contract- and schedule-driven, usage, subscription, and fulfillment-driven billing models.
- Review contracts, agreements, and service orders to ensure billing aligns with terms; resolve ambiguity with the responsible account or contract owner before invoicing.
- Reconcile invoices with customer records and agreements; investigate discrepancies to their cause (e.g., fulfillment errors, SKU mismatches, pricing variances).
- Serve as the point of contact for complex billing queries and disputes from customers and internal teams, owning each through a documented, professional resolution.
- Review and validate invoices and billing work prepared by Billing Specialists prior to release, holding work to an audit-ready standard.
- Own month-end and year-end billing close activities for the assigned portfolio, including supporting schedules and reconciliations.
- Maintain and update customer billing information in Salesforce and NetSuite; reconcile data across connected systems and flag synchronization or data-flow issues that force manual workarounds.
- Track and manage billing schedules, deadlines, and deliverables for the assigned portfolio, escalating risk to the billing calendar early enough for action.
- Produce and analyze billing and receivables reporting, including aged unbilled and billing accuracy; explain variances to finance leadership.
- Own audit support for the assigned area by preparing requested documentation and responding directly to auditor clarifications.
- Mentor and train Billing Specialists, including onboarding and coaching on judgment calls and procedures.
- Identify and drive process improvements; document standard operating procedures so billing is repeatable and does not depend on individual knowledge.
- Partner with account, contract, operations, and finance teams to resolve upstream issues affecting billing accuracy and timeliness.
- Monitor recurring discrepancies and recommend preventive controls or system and process changes.
- Support special billing analyses, customer requests, and finance initiatives as business needs require.
- Perform other duties as assigned.
- Comply with all policies and standards.
- Demonstrate comfort adopting emerging AI tools and technologies to optimize processes, improve collaboration, and drive operational effectiveness.
Qualifications
- Associate's or bachelor's degree in Accounting, Finance, Business, or a related field, or an equivalent combination of education and experience.
- Four or more years of experience as a Billing Analyst, Billing Specialist, or in a similar finance or accounting role.
- Experience with complex, multi-entity, or multi-subsidiary billing arrangements.
- Experience reconciling billing data across systems and resolving billing discrepancies to their source.
- Experience supporting month-end or year-end billing close, reporting, reconciliations, or audit requests.
- Experience mentoring, training, or reviewing the work of other billing staff.
- Working knowledge of Oracle NetSuite, Salesforce, and ServiceNow.
- Advanced computer skills in Outlook, Word, and Excel, including the ability to reconcile large data sets independently.
- Knowledge of contract-driven, usage, subscription, schedule-driven, and fulfillment-driven billing models.
- Familiarity with how billing drives revenue recognition, deferred revenue, and unbilled accounts receivable.
- Analytical and problem-solving skills, including the ability to trace billing errors to their source system or process.
- Strong organizational and multitasking skills, with the ability to prioritize competing deadlines in a fast-paced environment.
- Excellent attention to detail and accuracy, with a commitment to quality and timely completion of duties.
- Strong interpersonal and client-service skills, including composure to handle contested invoices directly with customers.
- Ability to work effectively both independently and within a team, and interact with all levels of personnel.
- Ability to exercise confidentiality, integrity, sound judgment, and professional conduct.
- Experience with BluLogix or a comparable subscription and contract billing platform.
Compensation & Benefits
- Medical, dental, and vision plans.
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs).
- Income protection through disability and life insurance.
- 401(k) with company match.
- Unlimited PTO.
- Paid company holidays.
- Hybrid/remote work.
- Paid bonding leave for eligible employees.
- Employee discounts.
- Employee Assistance Program (EAP).
- Accident, critical illness, long-term care, and hospital indemnity coverages.
- Legal and identity theft protection.
- Pet insurance.
- Supplemental life insurances.
- Referral bonuses.
- Charitable donation matching.
- Allowances for eligible roles.
Location
- Remote: Job duties are performed from the employee’s home or another approved remote location.
- Remote employees are expected to maintain productivity, communication, and availability during agreed-upon working hours, in alignment with company policies.
- Requires Travel - No
- Requires Overtime - Yes
Additional Information
- All offers of employment are contingent upon the successful completion of a comprehensive background check.
- Equal Opportunity Employer: Equal employment opportunity to all employees and applicants, free from unlawful discrimination based on race, color, religion, gender, age, national origin, disability, veteran status, marital status, sexual orientation, or any other status or condition protected by local, state, or federal law.