Billing Operations Specialist

Summary

Join our team as a Billing Operations Specialist and manage the end-to-end billing lifecycle, ensuring accurate order processing, timely invoicing, and efficient payment reconciliation. You will play a key role in supporting compliance, collections, and revenue recognition workflows. This position requires collaboration with Finance, Customer Success, Sales, and Product teams to guarantee seamless billing and exceptional customer experiences. The ideal candidate will have 2-4 years of experience in billing or revenue operations, preferably in SaaS, and possess strong skills in Salesforce CRM, QuickBooks Online, and Google Sheets. A deep understanding of SaaS billing models is essential. This role offers a flexible remote schedule and the opportunity to contribute to a company transforming billing and commerce with AI.

Requirements

• 2–4 years in billing or revenue operations, preferably in SaaS
• Strong experience with Salesforce CRM, especially reports and dashboards
• Proficiency in QuickBooks Online (QBO)
• Confident with Google Sheets, including VLOOKUP, pivot tables, and data validation
• Deep understanding of SaaS billing models (recurring, proration, usage-based)
• Detail-focused, responsive, and able to prioritize competing deadlines
• Strong written and verbal communication skills with the ability to clearly and professionally interact with customers on billing-related matters

Responsibilities

• Review incoming orders for accuracy and completeness
• Generate prorated invoices as needed
• Issue invoices for professional services (one-time) and subscriptions (recurring)
• Invoice add-ons and amendments; apply appropriate prorations
• Monitor invoice delivery and resolve disputes or reissuance requests
• Process metered/usage-based charges (e.g., seats, API transactions)
• Record bank deposits and payments in Salesforce
• Monitor receivables and initiate automated reminders for overdue accounts
• Manage dunning workflows for failed/expired payments
• Communicate with customers to clarify payment terms, secure internal approvals for exceptions, and arrange escalation calls if needed
• Send renewal notices with contractual price increases
• Validate terms for allowable increases (e.g., 10%) and note contract nuances
• Coordinate signature processes or route customers to the CSM for discussion
• Generate Quotes for add-ons based on contracted pricing; escalate non-standard requests for review
• Audit Jira and Salesforce records to ensure accurate billing of one-time deliverables
• Maintain Managed Services banks per customer agreements
• Ensure proper tax application via systems like Avalara

Preferred Qualifications

Familiarity with Avalara AvaTax product

Benefits

• Flexible remote schedule with real ownership over your work
• Be part of a company transforming billing and commerce with AI
• Work cross-functionally in a fast-paced, high-growth environment
• Contribute to operational excellence and scalable processes