Billing & Collections Coordinator

About the role

The Billing & Collections Coordinator will manage the billing process, support timely collection of customer payments, and ensure the accuracy of financial records. This role is ideal for someone with experience in billing, accounts receivable, or collections.

Responsibilities

• Generating and issuing accurate invoices in a timely manner
• Create Sales Orders from statement of work (MSA)
• Contracts into Netsuite with accuracy and attention to detail
• Reviewing Salesforce closed won opportunities to Netsuite sales orders for accuracy and performing proper quality control checks between the two systems
• Maintaining and updating customer billing information
• Investigating and resolving billing discrepancies and disputes
• Coinciding with internal departments to verify billing data and resolve client concerns
• Preparing regular reports on aging accounts and collection status
• Ensuring compliance with company policies and applicable regulations regarding billing and collections
• Negotiating payment plans with delinquent accounts when necessary
• Maintaining detailed records of all billing and collection activities
• Supporting month-end and year-end financial closing processes

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 2-4 years of experience in accounts receivable, general accounting, or related roles
• Demonstrated experience managing billing processes with a high degree of accuracy and attention to detail
• Experience working within ERP and accounting systems, preferably NetSuite
• Familiarity with NetSuite, including creating and reviewing sales orders, invoices, customer records, and billing transactions, is strongly preferred
• Strong knowledge of accounting principles, with expertise in deferred revenue and revenue recognition
• Strong Excel skills required, including the use of Pivot Tables, XLOOKUP/VLOOKUP, SUMIF/SUMIFS, filtering, and data reconciliation
• Ability to learn and navigate new systems quickly
• Exceptional attention to detail and organizational skills
• Strong communication and interpersonal skills to collaborate with cross-functional teams and customers
• Ability to prioritize tasks, manage deadlines, and adapt to a fast-paced environment

Qualifications

• Preferred: Experience with NetSuite
• Preferred: Negotiation experience
• Preferred: Strong analytical skills

Skills

• Excellent written and verbal communication skills
• Proficiency in Microsoft Office Suite, particularly Excel
• Strong problem-solving and critical thinking skills
• Ability to work independently and as part of a team
• Attention to detail and ability to manage multiple tasks simultaneously

Benefits

• Health, Dental, Vision, 401(k) with match
• Commuter Perks
• Long/Short Term Disability
• Employee Assistance Program
• Unlimited PTO
• Paid Parental Leave