Billing & Accounts Receivable Specialist (China)

Get to know us

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric in a 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

We are looking for a Billing & Accounts Receivable Specialist to join our team in our Shanghai office. It’s a remote/hybrid role. 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 and ensure timely payment by the company's clients from the assigned territory for the services provided.

What you will do

• Creation of invoices following the standard procedure, including VAT invoices (fapiao)

  Quality control of automatically issued invoices through a check for the correctness and completeness of data

  Checking contracts that have been generated in the ERP system, as well as entering new contracts that have not been generated

  Perform monthly billing reconciliation with ERP system and E-Tax system

  Be responsible for the month-end VAT invoice report and the tax declaration

  Interaction with cross-functional divisions (finance, sales, CS departments) on the terms of contracts, payments, client requests, and reporting

  Monitor customer responses, manage calls, emails and incoming requests from clients from assigned territory (China, India, Australia), respond in a timely manner and provide customer feedback

  Permanent communication and monitoring the portfolio of debtors from the assigned territory

  What you bring

  • 2+ years of Billing or other accounting experience is preferable

    Bachelor’s degree, preferably in finance and accounting

    1+ year experience in leading customer-facing organizations (SaaS B2B is an advantage)

    Experience with the E-tax system and issuing fapiao

    Strong verbal and written communication skills in English

    Strong systems and analytical skills

    Highly organized with the ability to complete multiple tasks promptly

    High attention to detail, proficient in Microsoft Office packages

    Good knowledge of business communication standards

    What we offer

    We highly value our people, so we will provide you with all the resources and support you need to succeed.

    For your 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

        • Medical insurance with flexible coverage

          Tailored Wellness Package to support your physical and mental health

          Funding for sports competitions

          20 business days of paid time off per year

          Unlimited 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.

            Commitment and Excellence inspire us to set the bar high, achieve the most ambitious goals and push the limits further. Our diversity and different perspectives are the foundation of our success. Collaboration and Trust ensure that everyone has access to all the information, proactively shares thoughts, and leverages the teammates’ diverse opinions, experiences, and backgrounds. Both values help us to solve the most challenging problems. Care drives us to create a positive work environment and make everyone feel valued. We also stand for Idealers’ physical, mental, financial, and personal well-being and encourage a healthy lifestyle and active living.

            Idealers work in a remote-first model, meaning we collaborate from anywhere – either home, cafe, co-working space, or one of our offices. Some roles may have specific location-based requirements, including in-office and client interactions. Despite being located across the globe, we stay connected through the latest tools and technologies, ensuring that everyone on our team feels surrounded by teammates and engaged with our common goals.

            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.