Billing Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Accurately generate, terminate, review, and dispatch invoices in a timely manner

• Ensure compliance with billing schedules and deadlines

• Guarantee that business units properly suspend product access for cancellations

• Create subscriptions, sales orders, and estimates as needed

• Address customer inquiries regarding invoices and credit card applications

• Manage billing changes and rectify billing errors and discrepancies

• Import billing files as necessary

• Process refunds and apply credits to customer accounts

• Adjust and update invoices when customers add services

• Monitor billing transactions to detect irregularities

• Handle one-time and usage-based billings

• Apply customer payments and resolve issues with Paystand

• Manage tax exemptions

• Terminate and modify subscriptions in NetSuite and Zuora

• Collaborate with customer service, support, and sales teams to address customer inquiries

• Reconcile billing records with customer accounts and financial statements

• Investigate discrepancies between billing records and payment transactions

• Assist in reconciling undeposited amounts and payments between business units and AR Aging

• Communicate with customers regarding billing inquiries, disputes, and payment challenges

• Provide prompt and professional resolution of billing-related concerns

• Identify opportunities to enhance billing processes and implement improvements and automation

• Work alongside revenue, operations, finance, accounting, corporate, and business unit teams

• Document procedures and processes to ensure consistent workflows and communication

⛳️ Requirements

• Experience in a related field or relevant billing background

• Demonstrated experience in billing, accounts receivable, or financial analysis

• Strong analytical abilities with a keen attention to detail

• Proficient in Microsoft Excel, NetSuite, and Zuora SuiteBilling

• Required SaaS billing experience

• Understanding of general ledger, accounts receivable, and accounting processes, including account reconciliation

• Experience reconciling complex billing records and statements

• Familiarity with PCI compliance, data privacy laws, reporting requirements, and billing-related regulatory compliance

• Ability to analyze billing and payment data to identify discrepancies

• Capacity to document thorough procedures and processes

• Skill in prioritizing tasks to meet accounting deadlines

• Ability to identify root causes and implement preventive measures

• Capability to manage billing requirements across multiple business units in a mergers and acquisitions context

• Proficiency in recognizing inefficiencies and suggesting process improvements and automation

• Strong verbal and written communication abilities

• Ability to work both independently and collaboratively in a dynamic environment

• Prior experience in a similar industry or with billing systems/software is preferred

• Familiarity with FloQast and Salesforce (SFDC) is advantageous

• Bachelor's degree in Accounting, Finance, or Business Administration is preferred

🏝️ Benefits

• Medical

• Extended Health and LTD plan

• Dental

• Vision

• RRSP (with employer match)

• Health Spending Account

• Flexible paid time off