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 using ConnectWise.

• Ensure that billing is consistent with contract terms, pricing schedules, and service bundles.

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

• Review service tickets for 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 billing discrepancies or missing documentation.

• Synchronize invoicing activities between ConnectWise and NetSuite for accurate financial posting.

• Maintain clean billing data and accurately code invoices related to customers and services.

• Support invoice delivery workflows and address customer billing inquiries.

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

• Execute monthly billing for active fixed-fee milestone and Time & Materials projects.

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

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

• Identify and rectify underlying causes of credits in customer agreements.

• Maintain the credit memo database and generate monthly reports.

• Enhance invoicing accuracy, cycle times, and standard billing procedures.

• Assist with 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 direct experience in invoicing or billing, ideally within a service company setting.

• Proficient in accounting or billing software; experience with NetSuite or ConnectWise is advantageous.

• Familiarity with Managed Service Provider (MSP) or recurring revenue billing environments is preferred.

• Basic understanding of accounting principles and revenue recognition is essential.

• Experience in account reconciliation is a plus.

• Proficient in Microsoft Office, particularly Excel, Word, and Teams.

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

• Equivalent experience may be taken into account for the preferred degree.

• Strong attention to detail and numerical accuracy is required.

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

• Capability to meet deadlines, especially during month-end close periods.

• Excellent verbal and written communication skills.

• A customer-first approach when handling billing inquiries.

• Ability to manage multiple tasks, prioritize effectively, and work both independently and collaboratively.

• Proficiency in Excel and billing analytics is expected.

🏝️ Benefits

• Competitive salary.

• Comprehensive health benefits.

• Unlimited paid time off.

• Opportunities for professional growth and development.

• Collaborative and supportive team environment.