Billing Team Lead, Dialpad
$87.5-110.7k
Office located in San Ramon, CA
AI-powered cloud communications platform
Be an early applicant
AI-powered cloud communications platform
1001+ employees
Be an early applicant
$87.5-110.7k
Office located in San Ramon, CA
1001+ employees
Company mission
To completely transform the way the world works together.
Role
Who you are
- The ideal candidate will have extensive knowledge of the NetSuite platform and Order-to-Cash best practices, and will partner cross-functionally with departments such as Deal Desk, Orders, Billing, Sales, IT, Finance, and Customer Success leaders to drive efficiency, accuracy, and customer satisfaction
- The ideal candidate excels at planning, facilitation, coordination, and communication
- Bachelor’s degree in finance, accounting, or a related field
- 5+ years of experience in order management, billing operations, and process improvement
- Proficient with NetSuite and billing software (SuiteBilling) and CRM tools (Salesforce), with a demonstrated ability to implement and optimize new systems
- Excellent communication skills, with the ability to collaborate cross-functionally and resolve customer issues efficiently
- Experience with ASC 606 and revenue recognition is a plus
- A good command of GSuite and Microsoft Excel skills
- Strong analytical skills, attention to detail, exceptional organization and time management skills, and the ability to work autonomously
- Don’t meet every single requirement? If you’re excited about this role and you possess the fundamental traits, the drive, and strong ambition we seek, but your experience doesn’t satisfy every qualification, we encourage you to apply
What the job involves
- As the Billing Team Lead, you will help improve Dialpad’s contract reviews and billing operations to optimize scalability and efficiency
- The Billing Team Lead will be responsible for managing the day-to-day contract review process and invoice generation in NetSuite, as well as leading the process and systems optimization
- You will support your manager in leading a highly visible function that regularly interacts with customers, multiple internal departments, and external auditors
- This position reports to our Sr. Manager, Billing & NetSuite Order Management
- Support the Senior Manager, Billing and Order Management, in overseeing the billing operation, including the contract/sales order review process, ensuring subscriptions are set up accurately in NetSuite for timely and accurate billing for all customers, including new bookings, renewals, usage-based billing, and ad-hoc charges
- Collaborate with the Deal Desk, Orders, Sales, FP&A, IT, and Customer Success teams to streamline Order-to-Cash (OTC) processes, improve operational efficiency, and resolve cross-functional issues
- Analyze and evaluate existing contract review processes under the guidance of the Senior Manager to identify areas for improvement, streamline workflows, and implement best practices for SOX controls
- Perform reconciliation for AR-related general ledger accounts to ensure data integrity against supporting documents and resolve any discrepancies
- Develop a deep understanding of the proprietary billing system (CSR) and identify process gaps between CSR and NetSuite to prevent billing discrepancies
- Conduct monthly billing flux analysis to identify and explain significant fluctuations compared to prior periods and ensure billing completeness
- Support and streamline the end-to-end billing cycle to ensure 100% adherence to month-end closing schedules, consistently meeting or exceeding corporate financial reporting deadlines
- Review SFDC Closed Won report on a weekly basis to ensure billing is captured and recorded on time
- Lead the pre-invoice lifecycle by meticulously auditing client contracts and investigating billing discrepancies to ensure invoices are accurate, compliant, and fully reconciled before distribution
- Maintain a strong understanding of SaaS billing models, including subscription, usage-based, and hybrid models
- Support the migration of customers from legacy NetSuite billing to SuiteBilling by ensuring subscription records are set up accurately
- Serve as a point of escalation for the Senior Manager to resolve complex contracts and order processing issues
- Create and maintain detailed process documentation to ensure consistency, compliance, and transparency across the billing team and external partners
- Facilitate external audit requests and SOX control walkthroughs as required
- Provide rapid resolution for billing-related Zendesk tickets
- Partner with the collections team by providing relevant billing data to assist with quarterly collection forecasts
- Lead and/or participate in projects and other ad hoc tasks related to order-to-cash processes and reporting as needed
- This role will support the Sr. Manager, Billing and NetSuite Order Management, in leading the NetSuite order management function and the billing team in the Philippines
Our take
Dialpad offers an AI-driven cloud communications platform for business teams. It was founded to streamline communications across entire businesses with a fast set-up and hassle-free deployment.
As well as hosting in-house video, meet and text communications with automated note taking and transcription, the platform also features AI-powered customer service, sales and voice intelligence insights. Dialpad has impressed customers such as Asana, Stripe, TED and Uber with its smooth integration capabilities with co-working platforms like Slack, Google Workspace, Salesforce CRM and Microsoft Teams.
The Unicorn company's funding has been heavily invested in the continued R&D of AI technologies, delivering numerous industry-first features. Dialpad has also expanded globally, opening offices in Europe and Asia and extending its global footprint via additional investments internationally.
Freddie
Company Specialist at Welcome to the Jungle
Insights
8% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Dec 2022
$50m
LATE VC
Dec 2021
$170m
LATE VC
Total funding: $450m
Company benefits
- Company stock options
- Continued education stipend
- Cell phone, home internet, and gym membership stipend
- Work from home opportunities
- 100% paid medical, dental, and vision plan
- Catered lunches, free snacks & drinks
Company HQ
San Ramon, CA
Leadership
Craig Walker
(Founder & CEO)Having studied Law at UCB, Craig worked as an Attorney for Brobeck Phleger & Harrison, before moving to General Counsel at TeleSoft Partners. He spent almost 4 years at Google Ventures before founding Dialpad in January 2011.
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