Invoice Management: Generating, auditing, and issuing customer invoices using key platforms like Salesforce, Workday, and other specialized billing systems.
Data Integrity & Compliance: Meticulously auditing billing data for accuracy, completeness, and strict compliance with purchase orders and contract terms.
Discrepancy Resolution: Investigating and promptly resolving a wide range of billing discrepancies, such as issues related to usage, rates, or system errors.
Customer & PO Management: Effectively managing and updating customer purchase orders and all billing-related requests within Salesforce and other essential tools.
Cross-functional Collaboration: Partnering closely with internal teams, including Sales, Customer Success, and Collections, to clarify invoicing details and continuously improve processes.
Record Keeping & Reporting: Maintaining accurate billing records and actively supporting audit and reporting efforts. You'll also document and monitor all billing adjustments, credits, and escalations.
Qualifications:
4-5+ years of experience in billing or finance operations, ideally within a SaaS or technology company. We require strong proficiency in Salesforce and Workday, with familiarity in systems like NetSuite or PeopleSoft being a plus. Your advanced Excel skills for data validation and comparison are crucial, as is your meticulous attention to detail and ability to independently manage tasks and priorities. We're looking for someone with a proven track record in resolving complex billing issues and auditing invoices, along with clear and professional communication skills. You should thrive working cross-functionally in a fast-paced, collaborative environment. Knowledge of tax, billing compliance, and PO/invoice matching is a plus.