Associate, Servicing Operations

Invoicing & Billing Operations

• Generate, review, and issue invoices for customers
• Ensure invoices are accurate, complete, and sent on schedule in accordance with contractual billing terms
• Reconcile billing data against contract terms, meter reads, and system-generated records
• Manage billing adjustments, credits, and disputes in coordination with internal stakeholders
• Maintain organized invoice records and audit trails within financial systems

Collections & Accounts Receivable

• Monitor accounts receivable aging reports and proactively follow up on outstanding balances
• Execute a structured collections process for overdue accounts, including email, phone, and written outreach
• Escalate high-risk or non-responsive accounts to management with documented history and recommended action

Customer Onboarding & Contract Review

• Lead the onboarding process for new B2B customers and portfolios, ensuring all required data and documentation is collected prior to activation
• Review customer contracts to identify billing terms, payment schedules, escalation provisions, and any non-standard clauses that affect invoices or collections
• Translate contract terms into system configurations within billing system to ensure accurate automated billing

Data Management & Quality Control

• Aggregate customer and account data from multiple sources and validate accuracy before system entry
• Review billing data sets to identify discrepancies, anomalies, or missing information
• Support data pipeline QC processes to maintain integrity across financial and operational systems
• Document data issues and work cross-functionally to resolve root causes

Qualifications

• 5+ years of experience in billing, accounts receivable, collections, or servicing operations in a B2B environment
• Hands-on experience with accounting or invoicing platforms such as Xero, Intacct, NetSuite, or similar
• Demonstrated experience reviewing and interpreting commercial contracts, including billing, payment, and escalation terms
• Strong attention to detail with the ability to identify discrepancies across large data sets
• Excellent written and verbal communication skills, including experience managing difficult customer conversations professionally