Invoicing Specialist

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

📋 Description

• Generate and manage monthly recurring invoices for managed service agreements within ConnectWise.

• Ensure that billing is in accordance with contract stipulations, pricing schedules, and service bundles.

• Maintain precise billing setups for agreements, including additions, removals, and renewals.

• Review service tickets to ensure completeness, accuracy, and billable status.

• Invoice for time, materials, and project-related services based on approved ticket activities.

• Collaborate with service delivery teams to address any billing discrepancies or missing documentation.

• Synchronize invoicing activities between ConnectWise and NetSuite to guarantee correct financial posting.

• Keep billing data organized and ensure invoices are accurately coded to customers and services.

• Assist in invoice delivery processes and handle customer billing inquiries.

• Create Sales Orders and structured Billing Agreements during the transition from Sales to Operations.

• Execute monthly billing for all active projects, including Fixed Fee milestone and Time & Materials projects.

• Generate and process all sales orders and project invoices on a daily basis.

• Collaborate with CSMs and approvers to identify and address credit requests.

• Identify and resolve the root causes of credits in customer agreements.

• Maintain the credit memo database and generate monthly reports.

• Assist in enhancing invoicing accuracy, cycle times, and standard billing practices.

• Support month-end close activities related to invoicing and deferred revenue.

• Ensure compliance with internal controls and documentation standards.

⛳️ Requirements

• A minimum of 2 years of hands-on experience in invoicing or billing, preferably in a service company setting.

• Experience with accounting or billing software, particularly ConnectWise.

• Familiarity with MSP or recurring revenue billing environments is preferred.

• Basic knowledge of accounting principles and revenue recognition.

• Experience with account reconciliation is a plus.

• Proficiency in Microsoft Office, including Excel, Word, and Teams.

• An Associate's or Bachelor's degree in Accounting, Finance, or a related field is preferred (or equivalent experience).

• Strong attention to detail and numerical accuracy.

• Ability to consistently follow documented Standard Operating Procedures (SOPs).

• Capability to meet deadlines, particularly during month-end closing periods.

• Excellent verbal and written communication skills.

• A customer-first mindset when managing billing inquiries.

• Ability to juggle multiple tasks simultaneously and prioritize effectively.

• Ability to work independently as well as collaboratively within a team.

🏝️ Benefits

• Competitive salary.

• Comprehensive health benefits.

• Unlimited paid time off.

• Opportunities for professional growth and development.

• Collaborative and supportive team environment.