Billing Specialist

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

📋 Description

• Create and review invoices for new, recurring, and modified customer contracts.

• Upload invoices to customer portals in accordance with specific formatting requirements.

• Process billing adjustments, credits, and cancellations, ensuring proper documentation is provided.

• Oversee billing schedules to ensure timely and accurate invoicing.

• Act as the main point of contact for customer billing inquiries.

• Address internal and external questions regarding invoices, payment statuses, and account activities.

• Assist with customer cancellations by confirming balances and issuing credits.

• Communicate billing cycles, alterations, and discrepancies effectively.

• Utilize Maxio, Salesforce, and NetSuite for managing contracts, generating bills, and preparing financial reports.

• Keep accurate billing records for audits and month-end close processes.

• Update billing documentation across various systems.

• Recognize process inefficiencies and contribute to system and workflow enhancements.

• Collaborate with Customer Success, Sales, Accounts Receivable, and Revenue teams.

• Coordinate with Accounts Receivable on payment applications, dispute resolutions, and follow-ups on collections.

• Prepare billing summaries and exception reports as needed.

• Analyze data in Excel using PivotTables, VLOOKUPs, and reconciliation reports.

• Assist with ad hoc customer reporting requests.

• Participate in meetings and billing initiatives as assigned.

⛳️ Requirements

• A minimum of 2 years of experience in Billing, Accounting, or a similar financial operations position, ideally in a SaaS or subscription-based environment.

• Exceptional attention to detail and the capability to accurately process a high volume of transactions.

• Familiarity with SaaS contracts, recurring revenue, and subscription billing models.

• Proficient in Microsoft Excel, including PivotTables and VLOOKUPs.

• Strong communication and customer service abilities.

• Proven track record of effective collaboration across various departments.

• Demonstrated capacity to juggle competing priorities in a fast-paced, deadline-oriented environment.

• Experience with billing or ERP systems such as Maxio, Salesforce, or NetSuite is preferred.

• Understanding of basic accounting principles and billing best practices.

• Familiarity with customer portals, including invoice uploads and credential management.

• Comfortable working in a dynamic, collaborative SaaS environment.

• An Associate or Bachelor’s degree in Accounting, Finance, or a related field is preferred, though experience may be considered in lieu of a degree.

🏝️ Benefits

• Health insurance options, dental, and vision coverage.

• Wellness incentives to promote health and well-being.

• 401(k) plan with employer matching contributions.

• Flexible paid time off policy.

• Quarterly wellness days for relaxation and rejuvenation.

• Paid holidays throughout the year.

• Unique programs aimed at enhancing employee engagement.

• Opportunities for career growth and development.

• Flexible work environment to accommodate diverse needs.