Billing Specialist

Responsibilities

• Generate and distribute monthly invoices, including fixed subscription fees and variable usage-based charges (e.g., lead volume, usage, or transaction-based pricing)
• Validate billing inputs by reconciling usage data from internal systems with contracted pricing and customer agreements
• Review contracts and order forms to ensure accurate billing setup, including pricing tiers, minimums, overages, and discounts
• Investigate and resolve billing discrepancies, including mismatches between usage data, CRM records, and invoicing systems
• Partner closely with Sales, Customer Success, and RevOps to ensure alignment between contracts, product usage, and billing outputs
• Maintain accurate billing schedules for renewals, amendments, and mid-cycle changes (e.g., upgrades, downgrades, prorations)
• Participate in month-end close by preparing billing reports, reconciliations, and variance analyses
• Support revenue recognition efforts by ensuring billing aligns with contract structure and delivery of services
• Identify and implement process improvements to enhance billing accuracy, scalability, and automation, including Zuora integration
• Maintain documentation of billing processes and controls to support audit readiness

Qualifications

• 2–4 years of experience in billing, accounts receivable, or a related finance function
• Strong attention to detail and accuracy in data entry and analysis
• Experience with billing systems and ERP platforms (e.g., NetSuite, Salesforce, or similar)
• Proficiency in Microsoft Excel (e.g., pivot tables, lookups)
• Strong problem-solving skills and the ability to investigate discrepancies independently
• Effective communication skills with the ability to collaborate cross-functionally
• Able to manage multiple priorities and meet deadlines in a fast-paced environment
• Basic understanding of revenue recognition principles is a plus
• 5-10% travel required