
Billing Operations Specialist
Kami
full-time
Posted on:
Location Type: Remote
Location: Arizona • Texas • United States
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About the role
- Process and validate customer Purchase Orders (POs) by checking them against sales documentation, contracts, and pricing, ensuring accuracy and completeness.
- Create and issue customer invoices, resolve discrepancies, and manage invoice adjustments, including the issuance of credit notes.
- Manage invoice submission and payment collection, including providing payment details, completing customer forms, and following customer-specific billing processes.
- Access and work within customer procurement portals (e.g., SAP, Polaris) to retrieve POs, upload invoices, track status, and respond to customer queries.
- Manage the full license lifecycle, including creating, renewing, deploying, and diagnosing product keys to ensure smooth customer onboarding.
- Act as a primary point of contact for accounts receivable and billing-related communications, delivering a professional and helpful customer experience.
- Investigate and rectify inaccuracies from existing or past orders to ensure customer accounts are healthy.
- Maintain meticulous records of data changes or corrections to ensure accuracy and compliance with company protocols.
- Coordinate and manage seasonal billing support staff during peak months (June–September), including task allocation, training, and quality checks.
- During off-peak periods, lead process improvement initiatives, document workflows, identify automation opportunities, and support broader finance operations.
- Partner closely with the Financial team to support cash collection, reporting, and internal controls across the order-to-cash cycle.
Requirements
- Experience in billing, accounts receivable, or order-to-cash roles, ideally within SaaS, EdTech, or high-volume B2B environments.
- Strong understanding of Purchase Order processing, invoicing, and customer payment workflows.
- Confidence working directly with customers, including finance and procurement teams, to resolve issues and ensure timely payment.
- Experience navigating customer portals and financial systems (e.g., Salesforce, SAP, Polaris) with strong attention to detail and data accuracy.
- Knowledge of software provisioning and entitlement management, including the ability to manage product keys and license lifecycles.
- Ability to thrive in cyclical, high-volume periods, staying calm, organized, and solution-focused under pressure.
- A continuous improvement mindset with an interest in process optimization, documentation, and automation.
- Ability to work independently with minimal supervision while following complex oral and written instructions.
- Proficiency in writing, typing, and navigating through different technologies and internal systems.
- Comfortable coordinating temporary or seasonal staff and maintaining quality and consistency during peak workloads.
- A proactive, collaborative, and service-oriented approach with a high capacity for handling confidential company and customer information with discretion.
- Strong moral decision-making skills and accountability for data integrity and customer outcomes.
Benefits
- A people-first employer that is on an inspiring mission to build the future of education while changing the lives of millions
- High calibre and diverse team ranging from successful startup veterans, to Fortune 500 and big tech professionals
- Continuous learning and development opportunities, including subsidised course fees, certifications, conferences, and free access to Udemy and more
- A strong mission ; the satisfaction of knowing you’re not only helping modern-day superheroes, aka teachers but also helping them shape the minds of future generations all across the globe
- Happy customers : Helping thousands of schools worldwide through the digital transformation of education for the 21st century.
- Huge potential: Already used by 70M users in 175 countries.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Purchase Order processinginvoicingaccounts receivablebilling workflowssoftware provisioningentitlement managementlicense lifecycle managementdata accuracyprocess improvementautomation
Soft Skills
customer serviceproblem-solvingattention to detailorganizational skillsindependencecollaborationcommunicationadaptabilityaccountabilitydiscretion