- Validate Salesforce sales orders against signed order forms, review invoices and tax treatment in Avalara, and resolve billing discrepancies.
- Complete vendor registrations, submit e-invoices through platforms such as Ariba and Coupa, and maintain tax exemption certificates.
- Prioritize collections, send overdue notices, contact customers about payment delays, and document interactions.
- Issue credit-hold notices, disable platform access when payment is unlikely, and recommend collection-agency referrals or bad-debt write-offs when needed.
- Answer billing inquiries and coordinate with Sales Operations, Customer Success, and Deal Desk on billing and revenue questions.
- Reconcile monthly billing between Salesforce and NetSuite, support revenue and technical accounting teams, and prepare audit documentation.
- Identify improvements to the Virtual Post Mail process and contribute to ad-hoc accounting and finance projects.
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