Generate, process, and manage invoices for subscription-based services, including renewals and usage-based billing (e.g., Maxio, Stripe, Sage Intacct)
Process upgrades, downgrades, renewals and cancellations
Reconcile billing data with CRM (e.g., Salesforce, Domo) and subscription management systems
Maintain and update customer billing accounts, pricing plans, and contact information
Monitor accounts receivable and follow up on overdue invoices and payment status with customers
Resolve customer billing inquiries, disputes, and discrepancies
Assist in implementing and improving billing systems and automation
Participate in weekly Billing Team meetings to discuss deadlines, billing-related topics, billing questions, etc.
Participate in monthly financial close by working with team to complete billing and AR-related tasks timely, as assigned
Other duties as assigned

2+ years of billing or accounts receivable experience (SaaS preferred)
Familiarity with subscription billing models and recurring revenue concepts preferred
Experience with ERP/Billing/CRM systems preferred (e.g., Sage Intacct, Maxio, Stripe, Salesforce)
Proficiency in Microsoft Excel (e.g., pivot tables, lookups)
Strong attention to detail and data accuracy
Excellent communication and problem-solving skills
Ability to handle sensitive customer data with confidentiality and care

Billing Specialist

Key skills