Senior Accounting & Billing Manager – AutoTask, Xero
Agile IT
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $85,000 - $135,000 per year
Job Level
About the role
- Own the billing calendar and execute invoice cycles (recurring, T&M, fixed fee, pass-throughs).
- Maintain and troubleshoot AutoTask contract setup (billing rules, rate cards, recurring charges, entitlements, invoice templates).
- Ensure billing inputs are complete and accurate (time entries, ticket/project approvals, work types, expenses, products/charges).
- Perform invoice QA before release: accuracy, formatting requirements, PO/terms compliance, and correct application of credits/adjustments.
- Partner with operations/service delivery to resolve billing blockers and prevent unbilled leakage.
- Manage AR aging and drive collections with a consistent, professional cadence (statements, reminders, dispute tracking).
- Administer and reconcile payments: Stripe payment links, payouts, refunds/chargebacks (as needed).
- Maintain clean day-to-day accounting and reconciliations across multiple bank feeds.
- Own month-end close tasks including reconciliations, accruals/adjustments (as appropriate), and variance explanations.
Requirements
- 6+ years of progressive experience in billing operations and/or operational accounting.
- Demonstrated, hands-on ownership of AutoTask billing or other PSA billing.
- Strong proficiency in Xero: reconciliations, AR, month-end close, reporting hygiene.
- Experience managing AR and payment workflows (Stripe and/or ACH strongly preferred).
- High attention to detail and comfort operating in a high-volume billing environment.
- Ability to partner cross-functionally (operations/service delivery) to resolve billing and contract issues.
Benefits
- Comprehensive benefits package (medical, retirement plan, PTO, professional development)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
billing operationsoperational accountinginvoice QAreconciliationsAR managementpayment workflowsmonth-end closebilling rulesrate cardscredit adjustments
Soft skills
attention to detailcross-functional collaborationproblem-solvingprofessional communicationorganizational skills