Client Billing Specialist

Overview

Job Title: Client Billing Specialist (Order Entry / SaaS)

Location: PhilippinesWork Setup: Full-Time l Night Shift l Work-from-HomeTech Expertise: Bookkeeping, Accounting, Accounts Receivable, Quickbooks Desktop, Salesforce, Chargebee, Microsoft Office, Admininstrative Tasks, Customer Service

About the ClientThe client's business provides industry-leading SaaS technology solutions designed to make a positive impact in real estate and improve the lives of people where they work and live.

Harnessing years of real estate experience and the understanding that people are better together, the client helps owners and operators increase property performance, reduce operating risk and grow top talent. More than 500,000 professionals from over 1,700 companies rely on the client’s business talent performance solutions covering policy, training, assessment, survey, and data-driven insights.

Responsibilities

About the RoleReporting to the VP Business Systems and Internal IT, the Client Billing Specialist is responsible for the billing of trade customer balances, dispute management, and account reconciliations.

The Client Billing Specialist takes a client service approach to ensuring customers experience positive interactions with the client's accounting team. In addition, the Client Billing Specialist will interact with external customers and internal personnel including Finance/Legal, Sales Managers, Customer Service, and Implementation Services.

The Client Billing Specialist is regarded as an expert in providing solutions to obstacles typically encountered in the overall order-to-cash process.

Responsibilities:

Generate complete and accurate invoices to our client base - recurring billings, one time billings, and variable invoicing based on volume drivers

Data validation and maintenance in Chargebee billing system, Salesforce and Quickbooks including billing contact, special invoicing, sales tax withholding data, etc

Generate invoice reprints and customer statements

Meet billing deadlines, with continual process improvements to improve efficiency and accuracy of volume billing initiatives

Perform monthly revenue roll-forward reconciliations

Maintain accounts receivable customer files and records

Perform AR adjustment entries

Monitors and resolves billing cases, using the Salesforce case management tool

Qualifications

Knowledge of office administration and procedures required

Knowledge of general bookkeeping procedures and accounting systems required

Advanced knowledge of Microsoft Excel and Word required

Solid written and oral communication skills required

Customer service experience desired

Experience in a highly data-driven, SaaS environment is a plus

Experience navigating Salesforce, Quickbooks Desktop, and Chargebee preferred