Position Overview
We are seeking a highly experienced and proactive Senior Accounts Receivable & Billing Specialist to own and optimize our end-to-end accounts receivable function. This role is critical to maintaining our company's financial health by ensuring accurate billing, timely cash collection, and exceptional customer-facing finance support.The ideal candidate is a detail-oriented professional with a strong background in SaaS/subscription billing and a proven track record of managing AR for U.S. clients. You will be the go-to expert for all billing inquiries, revenue reporting, and sales commission processing, acting as a vital link between our customers, sales partners, and the finance team.
Key Responsibilities
- Accounts Receivable & Cash Collection Management
- End-to-End AR Ownership: Manage the entire AR lifecycle, from invoice generation and distribution to payment application, deduction management, and bank reconciliation.
- Proactive Collections: Implement and execute a structured collections strategy for overdue invoices from U.S. clients. This involves a professional and persistent combination of email communication, phone calls, and system-generated reminders to secure timely payments and reduce Days Sales Outstanding (DSO).
- Billing Operations & Configuration: Ensure 100% accuracy in billing setups within our accounting system, configuring recurring and one-time charges based on contract terms for our subscription-based services.
- Customer Billing Support: Serve as a primary finance contact, resolving complex billing inquiries via email and chat. Expertly explain itemized charges, subscription plans, and contract terms to customers and internal stakeholders.
- Dispute & Deduction Resolution: Investigate and resolve payment discrepancies, process refunds, and manage overpayments according to company policy.
- Enforcement Actions: Manage the process of late payment penalties and, when necessary, coordinate with relevant teams on account suspension procedures for non-payment.
- Financial Reporting, Analysis & Partner Management
- Sales Commission Administration: Take full ownership of the sales commission process, including data validation, calculation, file preparation, and disbursement, ensuring accuracy and timeliness.
- Partner Management: Generate detailed partner performance reports, analyze data to track against targets, and resolve any billing-related issues or penalties with partners.
- Data Analysis & Reporting: Utilize advanced Excel skills (VLOOKUP/XLOOKUP, Pivot Tables, conditional formatting) to generate weekly/monthly AR reports, aging analyses, cash flow forecasts, and other ad-hoc financial reports for management.
Required Qualifications & Experience
- Bachelor’s degree in Accounting, Finance, Commerce, or a related field.
- 3-5 years of progressive experience in an Accounts Receivable, Billing, or Finance Support role, with at least 2 years focused primarily on AR.
- Mandatory 1+ years of experience providing professional customer support via email and chat within a finance context.
- Proven experience working directly with U.S. or Canadian clients is essential.
Technical & Functional Expertise
- Accounting Software: Expert, hands-on proficiency with Xero is a non-negotiable requirement. Prior experience with other platforms such as QuickBooks, NetSuite, or Sage is a strong plus.
- SaaS/Subscription Billing: Demonstrable experience managing Accounts Receivable for a SaaS company or any business with a subscription/recurring billing model. You must understand the nuances of prorations, renewals, and multi-tier pricing plans.
- Excel Proficiency: Advanced Microsoft Excel skills are required for data analysis and reporting. You must be able to confidently use functions like VLOOKUP/XLOOKUP, Pivot Tables, and conditional formatting to manipulate large datasets and create insightful reports.
- Payment Processors: Practical experience with payment gateways such as Stripe, PayPal, and Square.
- Support Platforms: Familiarity with help desk software like Zendesk, Freshdesk, or Helpscout.
Candidate Profile
- Proactive & Persistent: A self-starter who takes initiative in following up on payments and improving processes.
- Analytical Problem-Solver: Possesses strong logical reasoning and analytical abilities to dissect complex billing issues and identify root causes.
- Exceptional Communicator: Excellent written and verbal English skills, with the ability to explain financial concepts clearly and professionally to a non-financial audience.
- Customer-Obsessed: Maintains a professional and empathetic demeanor when handling sensitive billing inquiries.
Skills: quickbooks,sales,vlookup,saas,customer,xero,accounts receivable,zendesk,finance,sage,netsuite,sales commission,reporting
