Job description
Get to know us
Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by more than 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours:
Ideals Virtual Data Room: A web-based cloud platform used by companies in a wide range of industries to ensure secure confidential document sharing for online due diligence, fundraising transactions, corporate reporting, licensing, clinical trials, and other business goals.
Ideals Board: A cloud platform with web and mobile applications used by board members, CEOs, executives, and corporate secretaries to streamline governance and improve high-stake decisions in a fast, secure, and compliant way.
The role
As our business expands globally with a growing number of clients in the Americas, we are looking for a Billing & Accounts Receivable Specialist to join our team in São Paulo. In this role, your main objective will be to provide high-quality billing service by monitoring timely and correct invoicing, as well as timely and effective communication with clients.
You will collaborate with Finance, Sales, and Customer Support teams and report to our global Head of Billing & Accounts Receivable. This is an excellent opportunity to grow your expertise on a global scale in a mature yet dynamic tech company.
What you will do
- Create invoices following standard procedures, and issue Nota Fiscal
- Perform quality control on automatically generated invoices, verifying data accuracy and completeness
- Conduct monthly billing reconciliation between ERP system invoices and local Nota Fiscal
- Collaborate with cross-functional teams (Finance, Sales, Customer Support) on contract terms, payments, client requests, and reporting
- Monitor customer responses, manage calls, emails and incoming requests from clients from the assigned territory (Southern and North America), respond promptly and provide customer feedback
- Maintain ongoing communication and monitor the portfolio of debtors from South America
What you bring
- 2+ years of Billing or other accounting process handling experience is preferable
- 1+ year experience in leading customer-facing organizations
- Experience with local invoicing systems (NFS-e)
- Native Portuguese and at least B2 English proficiency
- Strong analytical and systems skills with high attention to detail
- Excellent organizational skills to manage multiple tasks efficiently
- Proficiency in Microsoft Office suite
- Good knowledge of business communication standards
Nice to have
- Experience in a B2B SaaS environment
- Bachelor’s degree, preferably in finance and accounting
Our assessment process
- Screening call with the Talent Acquisition Specialist (~40 mins)
- Test task (~2 hours)
- Competency-based interview with the Talent Acquisition Specialist (90 mins)
- Hiring Manager interview (60 mins)
What we offer
We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.
For your best work
• Remote-first flexibility to shape your ideal workday
• Home workplace budget
• Co-working expense coverage
• Individual IT budget for extra equipment
• Top-tier tech and AI-powered tools
For your growth
• Access to Ideals Academy with numerous courses
• Investment in external learning and development activities
• Guidance in Personal Development Plan creation
• Professional literature and subscriptions coverage
• Support of your passion as a speaker or writer
• Internal talent mobility opportunities
For your well-being
• Tailored Wellness Package for your physical and mental health
• Wellhub membership with access to numerous sports activities
• Funding for sports competitions
• Health-related time-off
Extra perks
• Team-building offline and online events
• Budget for local gatherings in global locations
• Generous internal referral program
Our culture
Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we are able to create a team where talents feel at ease and are able to work to the best of their abilities.
Discover more
Ideals is an equal opportunity employer
Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.
