Billing Lead

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Requirements:

• Bachelor’s degree in Accounting, Finance, Business, or a related field preferred
• 3-5 years of experience in Accounts Receivable
• Previous leadership experience
• Salesforce Billing and Netsuite experience preferred

Responsibilities:

• Ensure prompt and accurate billing and provisioning of customer accounts
• Review customer contracts for completeness and accuracy in accordance with our billing policies and collaborate with the Account Managers when amendments are required
• Build, maintain, and produce reports as necessary to support business objectives
• Maintain and update the Billing Team Dashboard in Salesforce to ensure data accuracy of reports
• Assist the revenue management team with preparation of reports and analysis
• Field customer and interdepartmental inquiries relating to invoices, payments, account updates, vendor forms, service hours and contractual obligations
• Work collaboratively and build strong relationships across the organization with Sales, Sales Operations, Revenue, Professional Services, Deal Desk and Customer Success teams
• Document and manage escalations from customers and interdepartmentally among other teams
• Collaborate with Service Operations teams to manage billing for service projects
• Generate and manage process documentation along with updating the team Sharepoint page
• Assist the Billing Team with questions, required training and concerns
• Prepare, review and manage monthly invoicing along with financial progress reports to ensure compliance with deliverable deadlines
• Regularly evaluate and integrate internal processes for the Billing Team
• Facilitate calls with customers to verbally confirm ACH banking details
• Manage updating Avalara with tax documents for customer tax exemption status
• Compile consolidated invoicing for a select group of customers
• Locate supporting documentation for audit purposes
• Assist Senior Financial Analyst in reconciling invoicing at month-end for any missed billing