The Billing Specialist plays a key role in executing daily and month-end billing operations, including invoice preparation, customer account setup and maintenance, credit memo processing, and resolution of billing inquiries. This role supports cross-functional initiatives and continuous process improvements, requiring strong organizational, analytical, and communication skills. The ideal candidate is detail-oriented, highly collaborative, and comfortable working in a dynamic SaaS environment. They will work closely with Finance, Sales, Product Management, and other departments to ensure billing accuracy, compliance, and operational efficiency.

• Prepare and process invoices in accordance with customer contracts and billing schedules.
• Manage SaaS billing processes, including subscription and usage-based billing, implementation services, and portal user changes.
• Maintain and update customer billing accounts with accuracy and timeliness.
• Process credit memos with proper supporting documentation and approvals.
• Investigate and resolve billing discrepancies and customer disputes promptly.
• Partner with the collections team on rebills, PO updates, and payment-related issues.
• Coordinate with Sales, Product, and Renewals to resolve order and billing mismatches.
• Prepare journal entries and perform monthly/quarterly account reconciliations.
• Support internal and external audits, including SOX controls and documentation.
• Document billing processes and contribute to continuous improvement efforts.
• Support ad-hoc billing projects and reporting requests as needed.

• Associate or Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of billing or accounting experience, preferably in a SaaS or software environment.
• Strong understanding of billing systems and ERP/CRM tools (Zuora, Salesforce CPQ/Billing, NetSuite preferred).
• Proficient in Microsoft Excel, including pivot tables and VLOOKUPs.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent communication skills with the ability to collaborate across teams.
• Self-motivated, proactive, and able to manage multiple priorities under tight deadlines.
• Comfortable in a fast-paced, evolving environment with a continuous improvement mindset.