Salesforce Administrator – Billing

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

📋 Description

• Take ownership of Salesforce Billing as the central focus, which includes managing invoice generation and scheduling, invoice runs, credit and debit notes, payments and payment allocations, refunds, and revenue schedules.

• Configure and oversee billing rules, tax regulations, revenue recognition criteria, financial books, finance periods, and legal entities.

• Diagnose issues with invoice lines and address them at the source.

• Execute and troubleshoot scheduled billing and payment jobs.

• Investigate failed or stuck invoice runs, unbilled order products, and discrepancies involving proration or co-term.

• Manage billing reconciliation between Salesforce and NetSuite, resolving synchronization failures, mismatched amounts, and duplicate or orphaned records in collaboration with Finance.

• Assist with month-end and quarter-end closing processes, including period locks, cutoff concerns, aging and deferred revenue reporting, and ad hoc reconciliation queries.

• Collaborate with Finance and Revenue Accounting on audit requests, controls, and documentation for SOX-style reviews.

• Administer Salesforce CPQ, including setup for products and price books, price rules, product rules, discount schedules, quote templates, and Advanced Approvals.

• Support amendments, renewals, upgrades, downgrades, and cancellations throughout the quote-to-cash lifecycle.

• Trace defects across the processes of quoting, ordering, contracting, subscriptions, invoicing, and payments.

• Manage core administration across Sales Cloud, Revenue Cloud, and managed packages, including users, licenses, profiles, permission sets, validation rules, Flows, reports, and dashboards.

• Conduct internal system audits and prepare the organization for Salesforce seasonal releases and managed package upgrades.

• Coordinate the evaluation, scoping, and implementation of development requests, including effort estimates and impact analysis.

• Perform system testing in sandboxes prior to promotion, adhering to change management and deployment protocols.

• Enhance administrative, development, and change management processes in collaboration with the admin team.

⛳️ Requirements

• A minimum of 4 years of experience as a Salesforce administrator, with at least 2 years of direct experience in Salesforce Billing configuration and support.

• Proven ownership of the complete quote-to-cash process: order management, invoicing, amendments, renewals, credits, payments, and billing reconciliation.

• Familiarity with the Billing and CPQ data model (blng and SBQQ objects) and understanding how records relate throughout the lifecycle.

• Knowledge of integrated ERP systems, preferably NetSuite, along with an understanding of the failure modes of ERP-Salesforce integrations.

• Capability to troubleshoot complex CPQ and Billing issues while maintaining data integrity.

• Effectiveness in working with Finance, Sales Operations, and other cross-functional teams.

• Demonstrated ability to meet deadlines, prioritize competing requests, and manage relationships laterally and upward.

• Strong communication skills at all organizational levels, with the ability to reconcile conflicting information from various sources and differentiate between user requests and actual needs.

• A creative and analytical mindset with robust problem-solving abilities.

• Preferably Salesforce Certified Administrator and Salesforce CPQ Specialist; Revenue Cloud Consultant or Billing-specific certifications are highly desirable.

• Experience with subscription and usage-based billing models in a SaaS environment.

• Exposure to tax engines (e.g., Avalara), payment gateways, and dunning or collections processes.

• Familiarity with middleware solutions such as Boomi or Celigo.

• Experience in supporting partner, reseller, or multi-entity billing.

• Understanding of Salesforce's Revenue Cloud roadmap and what transitioning from legacy CPQ entails.

🏝️ Benefits

• Competitive salaries.

• Medical insurance and healthcare benefits for you and your family.

• Fully paid premiums for life insurance.

• Flexible hours and paid time off (PTO).

• Gym reimbursement.

• Childcare reimbursement.

• Group term life insurance.