About the job Billing Operations Specialist
We are seeking a highly detail-oriented and experienced Billing Operations Specialist to join our Finance team. This role is responsible for managing order processing, invoicing, internal billing support, and collections support activities. The ideal candidate will have a proven track record in high-volume transaction processing, with strong proficiency in enterprise systems such as Salesforce, NetSuite, and Stripe, preferably in a SaaS or technology environment.
Key Responsibilities:
A. Order Processing / Provisioning
Enter and validate new orders from Salesforce.
Review order details for billing readiness and accuracy.
Verify order completeness, approvals, and supporting documentation.
Process provisioning to ensure correct entitlements are applied.
Update order status in Salesforce and NetSuite.
B. Invoicing
Generate invoices in NetSuite for approved orders.
Validate invoice data against customer contracts.
Distribute invoices to customers and ensure timely delivery.
Monitor invoice status and flag discrepancies for resolution.
Reconcile reminders to ensure future-dated orders are invoiced.
C. Internal Support
Process internal billing support tickets.
Manage provisioning and deprovisioning of trial accounts.
Generate routine billing reports and analyses for internal stakeholders.
Collaborate with Sales to secure purchase orders.
Validate documentation per Finance policy prior to renewals.
Calculate user counts to estimate true-up invoice amounts.
Manage in-product messaging for account representatives.
D. Collections Support
Manage in-product messaging to delinquent customers.
Partner with Sales to address overdue accounts.
Support collections activities and onboarding forms processing.
Prepare and maintain reports on overdue accounts.
Out-of-Scope Activities:
High-complexity order processing decisions.
Strategic financial decision-making.
Security and compliance oversight.
Core billing system configuration.
Qualifications:
Technical Skills & Experience
4+ years of experience in billing operations, accounts receivable, or related finance operations.
Strong proficiency in Salesforce, NetSuite, and Stripe.
Advanced Excel/spreadsheet skills.
Experience in SaaS or technology companies preferred.
Familiarity with subscription and usage-based billing models.
Proven ability to handle high-volume transaction processing.
Experience collaborating with Sales teams on customer account matters.
Soft Skills
Excellent written and verbal communication skills in English.
Strong attention to detail and organizational skills.
Ability to work independently while following established processes.
Problem-solving mindset with a proactive approach to issue resolution.
Work Environment Requirements:
Ability to work US Pacific Time Zone hours.
Comfortable in a fast-paced, growth-oriented environment.
Flexibility to adjust schedules during peak billing cycles (month-end and quarter-end).