Billing and Revenue Specialist

About the role

Reporting to the Revenue Manager, you will own end-to-end billing and revenue recognition for one of our core business lines (commercial real estate or enterprise), working in parallel with a staff accountant who covers the other. As we scale and onboard new business divisions, this role has real opportunity to grow into a revenue manager or collections lead function.

This is a hands-on, high-ownership role in a lean team. Month-end and beginning-of-month are the busiest periods.

Responsibilities

• Prepare, review, and issue customer invoices in accordance with contract terms and billing schedules, including reading and interpreting contracts to determine what needs to be invoiced and when.
• Verify accuracy of billing data to ensure compliance with approved pricing and deliverables, including validating that what comes in from Salesforce reflects contractual obligations before invoicing out.
• Perform revenue reconciliations including month-end comparisons of billed and recognized revenue, including maintaining and reconciling deferred revenue schedules and spreading multi-line invoices across the appropriate recognition periods.
• Investigate and resolve discrepancies between billing schedules, revenue reports, and accounting records.
• Maintain and update billing schedules, trackers, and related documentation.
• Identify and correct missing, inaccurate, or duplicate billings.
• Perform collections tasks, coordinate with and support the sales team by providing invoice copies, documentation, and clarification for outstanding accounts.
• Cook up with internal departments (sales operations, customer success, procurement, etc.) to resolve billing and revenue-related inquiries.
• Provide necessary documentation during internal and external audits.
• Maintain organized financial records in accordance with company policies and audit requirements.
• Participate in the NetSuite implementation and user testing as we transition away from manual deferred revenue tracking; go-live is targeted for August 2026.
• Perform additional finance and accounting duties as assigned.

Required Qualifications

• Bachelor’s degree in accounting, finance, business administration, or a related field (preferred).
• 2-4 years of professional experience in billing, revenue assurance, accounts receivable, or a related finance function.
• Proficiency in Microsoft Excel (formulas, pivot tables, data validation).
• Experience with ERP or invoicing systems such as NetSuite, or equivalent (preferred).
• Experience with SalesForce.
• Knowledge of basic accounting principles and revenue recognition concepts.

Key Competencies

• Strong attention to detail and high level of accuracy.
• Excellent organizational and documentation skills.
• Solid analytical and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet strict deadlines.
• Demonstrates integrity, reliability, and a high level of professionalism.
• Ability to work both independently and collaboratively with cross-functional teams.