Billing Specialist, SOCi

• 2+ years of experience in Billing, Accounting, or a related financial operations role, preferably in a SaaS or subscription-based business
• Strong attention to detail and ability to process large volumes of transactions with accuracy
• Working knowledge of SaaS contracts, recurring revenue, and subscription billing models
• Proficiency in Microsoft Excel (including PivotTables and VLOOKUPs)
• Excellent communication and customer service skills
• Proven ability to collaborate effectively across multiple departments to ensure billing accuracy and operational efficiency
• Demonstrated ability to manage competing priorities in a deadline-driven environment
• Experience with billing or ERP systems such as Maxio, Salesforce, or NetSuite preferred
• Understanding basic accounting principles and billing best practices
• Experience with customer portals, including invoice uploads and credential management
• Comfortable in a fast-paced, collaborative SaaS environment

Desirable

• The Billing Specialist is responsible for managing the day-to-day billing operations within a fast paced SaaS environment, ensuring invoices are prepared accurately, processed on schedule, and delivered through the appropriate customer portals
• This role plays a key part in maintaining strong relationships with customers by providing accurate invoices, timely communication, resolving billing inquiries, and supporting the cancellation and credit processes
• The Billing Specialist must demonstrate exceptional attention to detail, strong organizational skills, and a proactive approach to cross-departmental collaboration with Accounting, Customer Success, AR, and Sales teams
• Success in this position is defined by accuracy, responsiveness, and reliability in maintaining the integrity of the company’s billing operations and financial records
• Invoice Preparation & Processing
• Generate and review invoices for new, recurring, and adjusted customer contracts in alignment with company policies
• Upload invoices to customer portals accurately and in accordance with specific customer formatting requirements
• Process billing adjustments, credits, and cancellations with appropriate supporting documentation
• Monitor billing schedules to ensure invoices are issued on time and reflect correct pricing, terms, and usage details
• Customer Communication & Support
• Serve as the primary point of contact for customer billing inquiries and requests for clarification
• Respond promptly and professionally to internal and external questions related to invoices, payment status, and account activity
• Support customer cancellations by verifying final balances, issuing credits as applicable, and confirming final invoice processing
• Provide clear communication regarding billing cycles, changes, or discrepancies to ensure customer satisfaction and transparency
• System Management & Documentation
• Utilize systems including Maxio, Salesforce (SFDC), and NetSuite for contract management, billing creation, and financial reporting
• Maintain organized and accurate billing records to support financial audits and month end close activities
• Ensure documentation is updated and consistent across systems for all billing-related transactions
• Assist with identifying process inefficiencies and contribute to ongoing system and workflow improvements
• Internal Collaboration
• Work closely with Customer Success, Sales, AR, and Revenue teams to verify contract accuracy, pricing terms, and service details prior to invoicing
• Coordinate with the Accounts Receivable team to support payment application, dispute resolution, and collections follow-up
• Communicate proactively with internal stakeholders to ensure billing alignment and proper handling of special requests or escalations
• Participate in team meetings and support billing initiatives and projects as assigned by leadership
• Reporting & Analysis
• Prepare billing summaries and exception reports to track invoice status, cancellations, and outstanding customer requirements
• Maintain and analyze data in Excel, including PivotTables, VLOOKUPs, and reconciliation reports, to ensure billing accuracy and compliance
• Support ad hoc reporting requests for customers as needed