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About the role
Key responsibilities & impact- Generating, finalizing, and distributing invoices to clients based on their agreements and company procedures.
- Accurate set-up and creation of billing contracts for revenue streams based on review of applicable documents.
- Create invoices for daily billings and monthly renewals.
- Handling and processing orders, ensuring accuracy and compliance with billing process.
- Project setup and billing requirements as outlined in the Statement of Work (SOW).
- Monitor and send reminders to project managers on billing milestones not yet billed.
- Preparing billing/collection reconciliations to support internal departments in resolving customer inquiries.
- Prepare quotes required by customers to initiate PO’s and payments.
- Upload invoices to customer portals, maintain up to date portal information.
- Maintain and verify customer contact information, invoicing instructions and other pertinent billing information are noted on the customer account.
- Coordinate the setup of vendor forms, payment methods, and portals with customers to ensure accurate and timely payments.
- Research and resolve a variety of internal inquiries concerning account status.
- Identifying and implementing improvements to billing processes and procedures.
- Perform other administrative duties as assigned.
Requirements
What you’ll need- Minimum 3-5 years'' work experience in a billings and accounts receivable role.
- Advanced Proficiency in Microsoft Office (Word, Excel and Outlook).
- Utilizing and maintaining billing systems and software.
- A Degree or Diploma in Accounting, Business Administration. or a related field.
- Experience with Salesforce is considered an asset.
- Experience in a software or subscription business preferred.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
billing contractsinvoicingbilling reconciliationsproject setupbilling process compliancecustomer account managementbilling process improvementsaccounts receivablefinancial documentationdata entry
Soft Skills
attention to detailorganizational skillscommunication skillsproblem-solvingtime managementcustomer servicecollaborationadaptabilityanalytical skillsinterpersonal skills
Certifications
Degree in AccountingDegree in Business AdministrationDiploma in AccountingDiploma in Business Administration
