- Manage customer account setup and billing-data maintenance, including validating billing contacts, tax details, payment instructions, coding, and related documentation.
- Prepare and distribute customer invoices from approved contracts, orders, billing schedules, and other source documentation.
- Apply customer payments accurately and promptly; research unapplied cash and resolve discrepancies with internal and external stakeholders.
- Monitor accounts receivable aging, follow up on outstanding balances, and document collection activity and customer commitments.
- Respond to customer billing questions and coordinate issue resolution with Sales, Legal, RevOps, and other internal teams.
- Support revenue recognition and month-end close by maintaining revenue schedules and reconciling AR activity to the general ledger, bank activity, and supporting schedule.
- Maintain organized, audit-ready reports, schedules, and supporting records; support audits and compliance reviews by gathering requested documentation.
- Support ongoing improvements to billing, collections, cash application, and reconciliation processes.