Job description
About the Role
We’re seeking a Billing Operations Specialist to manage our end-to-end billing lifecycle with precision and efficiency. This role is instrumental in ensuring accurate order processing, timely invoicing, payment reconciliation, and renewal coordination—while supporting compliance, collections, and revenue recognition workflows. You will also serve as a liaison between Finance, Customer Success, Sales, and Product teams to ensure seamless billing and customer experiences.
Key Responsibilities
Order Processing
- Review incoming orders for accuracy and completeness.
- Generate prorated invoices as needed.
Invoice Management
- Issue invoices for professional services (one-time) and subscriptions (recurring).
- Invoice add-ons and amendments; apply appropriate prorations.
- Monitor invoice delivery and resolve disputes or reissuance requests.
- Process metered/usage-based charges (e.g., seats, API transactions).
Payment Processing & Collections
- Record bank deposits and payments in Salesforce.
- Monitor receivables and initiate automated reminders for overdue accounts.
- Manage dunning workflows for failed/expired payments.
- Communicate with customers to clarify payment terms, secure internal approvals for exceptions, and arrange escalation calls if needed.
Renewals & Add-ons
- Send renewal notices with contractual price increases.
- Validate terms for allowable increases (e.g., 10%) and note contract nuances.
- Coordinate signature processes or route customers to the CSM for discussion.
- Generate Quotes for add-ons based on contracted pricing; escalate non-standard requests for review.
Compliance & Audit Support
Audit Jira and Salesforce records to ensure accurate billing of one-time deliverables.
Maintain Managed Services banks per customer agreements.
Ensure proper tax application via systems like Avalara.
2–4 years in billing or revenue operations, preferably in SaaS.
Strong experience with Salesforce CRM, especially reports and dashboards.
Proficiency in QuickBooks Online (QBO).
Confident with Google Sheets, including VLOOKUP, pivot tables, and data validation.
Deep understanding of SaaS billing models (recurring, proration, usage-based).
Detail-focused, responsive, and able to prioritize competing deadlines.
Strong written and verbal communication skills with the ability to clearly and professionally interact with customers on billing-related matters.
Bonus: Familiarity with Avalara AvaTax product.
Why Join Us
- Flexible remote schedule with real ownership over your work.
- Be part of a company transforming billing and commerce with AI.
- Work cross-functionally in a fast-paced, high-growth environment.
- Contribute to operational excellence and scalable processes.
