Order and Billing Specialist

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

📋 Description

• Generate, approve, and distribute customer invoices in line with contractual obligations, billing timelines, and client specifications.

• Examine sales orders, contracts, purchase orders, and related documentation to guarantee billing accuracy and completeness.

• Confirm pricing, quantities, billing dates, payment terms, tax details, and other invoice prerequisites.

• Handle various types of customer billing including recurring, milestone, usage-based, and time-and-materials billing.

• Collaborate with Order Management to ensure orders are accurately set up and include necessary information for precise billing.

• Work alongside Revenue Accounting to ensure billing practices align with revenue recognition standards.

• Investigate and rectify billing discrepancies, rejected invoices, and customer billing questions.

• Create credit memos, rebills, debit memos, and other billing modifications following company policies.

• Track billing timelines and proactively pinpoint invoices nearing or beyond their scheduled billing dates.

• Ensure invoices are sent through the correct customer billing portals or any other required channels.

• Maintain precise billing documentation and customer records.

• Verify the accuracy of taxes on customer invoices.

• Assist with customer account reconciliations and investigate discrepancies between billing records and the general ledger.

• Support month-end and year-end closing activities related to billing and accounts receivable.

• Generate billing reports and aid management in analyzing billing activities and unresolved issues.

• Execute order-to-billing transactions and manage customer data within the ERP system.

• Identify recurring billing issues and suggest enhancements to billing processes and controls.

• Assist with both internal and external audit requests pertaining to customer billing.

• Lead and execute initiatives that streamline the order-to-billing-to-collections processes.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, Business, or a related field, or equivalent relevant experience.

• Over 8 years of experience in billing, accounts receivable, accounting, or a similar finance role.

• Exceptional attention to detail and precision.

• Ability to interpret contracts, purchase orders, and billing guidelines.

• Strong organizational and time-management capabilities.

• Outstanding written and verbal communication skills.

• Proficiency in Microsoft Excel.

• Experience with an ERP or billing system.

• Familiarity with complex B2B or enterprise billing.

• Background in software, SaaS, technology, professional services, or subscription-based businesses.

• Experience with NetSuite, Zone Billing, or similar ERP/billing platforms.

• Experience in recurring, milestone, usage-based, or time-and-materials billing.

• Experience with customer procurement systems or electronic invoicing portals.

• Experience supporting multi-site or multi-entity customers.

🏝️ Benefits

• Performance Bonus.

• Flexible work arrangements.

• Discretionary Time Off (DTO).

• Global paid parental leave.

• Employee Assistance Program (EAP).

• Competitive benefits, compensation, and long-term influence on how the world’s industrial companies operate, automate, and innovate.