Key Responsibilities 

Customer Communication & Support 

• Manage the shared billing inbox, assigning and responding to inquiries within established SLAs. 
• Address questions from internal and external customers regarding billing, contracts, payments, and escalations. 
• Actively monitor Slack channels and respond or acknowledge messages promptly. • Build and maintain strong working relationships with customers and internal teams. Customer Setup & Billing Maintenance 
• Coordinate customer billing setup, ensuring compliance with formatting and platform requirements. 
• Complete vendor forms and portal setups, including payment of applicable membership fees. 
• Maintain up-to-date billing contacts to ensure accurate invoice delivery. • Collect and upload sales tax exemption certificates. 

Invoice Management & Collections 

• Submit invoices to customer portals weekly, bi-weekly, or monthly in required formats. • Proactively manage assigned AR portfolio, following up on outstanding invoices via phone and email. 
• Identify and escalate payment issues before they become delinquent. • Maintain accurate collection notes and support resolution in line with internal policies. • Prepare aging reports, flag at-risk accounts, and process escalations as needed. • Timely and efficient collections of assigned portfolio of accounts. 

Payment Application & Reconciliation 

• Apply payments, credit memos, and rebills; reconcile accounts and identify and correct any discrepancies. 
• Manage overpayments and communicate with cancelled customers for refund information. 

Process Oversight & Reporting 

• Monitor customer cancellations and ensure updates are made promptly. • Oversee the dunning automation process for assigned accounts. 
• Assist in quarterly bad debt reserves and write-off activities. 
• Provide monthly updates on high-priority accounts for senior leadership review. Team Collaboration & Engagement 
• Attend and actively participate in team meetings and 1:1s with the AR Manager. • Complete additional tasks and special projects as assigned. 

Qualifications 

• 2+ years of experience in Accounts Receivable, Billing, or related finance role • Experience with NetSuite, Tesorio, Maxio, Salesforce (SFDC), and Avalara preferred. • Familiarity with subscription-based service contracts. 
• Advanced proficiency with Excel including complex formulas, LOOKUP functions PivotTables, and SUMIF. 
• Experience with Vendor portals and payment platforms. 
• Strong organizational skills with excellent attention to detail. 
• Effective written and verbal communication abilities. 
• Understanding basic accounting principles and billing best practices. • Basic knowledge of AI tools with willingness to adopt for process efficiency. • Ability to handle sensitive information with integrity and confidentiality. • Comfortable in a fast-paced, collaborative SaaS environment.
• 
  

Key Responsibilities 

Customer Communication & Support 

• Manage the shared billing inbox, assigning and responding to inquiries within established SLAs. 
• Address questions from internal and external customers regarding billing, contracts, payments, and escalations. 
• Actively monitor Slack channels and respond or acknowledge messages promptly. • Build and maintain strong working relationships with customers and internal teams. Customer Setup & Billing Maintenance 
• Coordinate customer billing setup, ensuring compliance with formatting and platform requirements. 
• Complete vendor forms and portal setups, including payment of applicable membership fees. 
• Maintain up-to-date billing contacts to ensure accurate invoice delivery. • Collect and upload sales tax exemption certificates. 

Invoice Management & Collections 

• Submit invoices to customer portals weekly, bi-weekly, or monthly in required formats. • Proactively manage assigned AR portfolio, following up on outstanding invoices via phone and email. 
• Identify and escalate payment issues before they become delinquent. • Maintain accurate collection notes and support resolution in line with internal policies. • Prepare aging reports, flag at-risk accounts, and process escalations as needed. • Timely and efficient collections of assigned portfolio of accounts. 

Payment Application & Reconciliation 

• Apply payments, credit memos, and rebills; reconcile accounts and identify and correct any discrepancies. 
• Manage overpayments and communicate with cancelled customers for refund information. 

Process Oversight & Reporting 

• Monitor customer cancellations and ensure updates are made promptly. • Oversee the dunning automation process for assigned accounts. 
• Assist in quarterly bad debt reserves and write-off activities. 
• Provide monthly updates on high-priority accounts for senior leadership review. Team Collaboration & Engagement 
• Attend and actively participate in team meetings and 1:1s with the AR Manager. • Complete additional tasks and special projects as assigned. 

Qualifications 

• 2+ years of experience in Accounts Receivable, Billing, or related finance role • Experience with NetSuite, Tesorio, Maxio, Salesforce (SFDC), and Avalara preferred. • Familiarity with subscription-based service contracts. 
• Advanced proficiency with Excel including complex formulas, LOOKUP functions PivotTables, and SUMIF. 
• Experience with Vendor portals and payment platforms. 
• Strong organizational skills with excellent attention to detail. 
• Effective written and verbal communication abilities. 
• Understanding basic accounting principles and billing best practices. • Basic knowledge of AI tools with willingness to adopt for process efficiency. • Ability to handle sensitive information with integrity and confidentiality. • Comfortable in a fast-paced, collaborative SaaS environment.
•