Billing Operations Team Member
Our Billing Operations team is part of Finance and handles the order-to-cash flow : order management, billing, and collections. We partner closely with Sales, Legal, and Customer Success to ensure accurate invoices are sent, payments are received on time, disputes are resolved, and customers receive a world-class experience.
Validate and process customer orders, then provision products to ensure accurate entitlements
Own end-to-end invoice creation, including calculation of proration and credits
Proactively engage customers via email to resolve billing issues and secure payment commitments
Triage and resolve billing discrepancies and in partnership with our cross functional teams including Sales, Legal and Customer Success.
Maintain accurate customer records, notes, and payment statuses in our systems
Respond to and resolve customer inquiries in the billing queue through Zendesk
Recommend and pilot process improvements, playbooks, and automation to continuously scale our processes
Investigate and resolve tax, PO, and billing address issues
Support month-end close activities related to billing and AR
4+ years of B2B billing & collections experience, ideally in a high-volume, fast paced SaaS environment
Strong written and verbal communication with a customer-first mindset
Proficiency with spreadsheets and AR tools; experience with Salesforce & NetSuite is a plus
High attention to detail, organization, and follow-through across multiple competing priorities
Ability to partner cross-functionally and thrive in a fast-changing environment
Practical understanding of proration, refunds, and true-ups for seat-based SaaS and usage add-ons
Able to write clear SOPs and document established processes to ensure consistency
You don't need to be an AI expert, but you're curious and willing to adopt AI tools to work smarter and deliver better results
Experience with Salesforce, Stripe, Netsuite
Familiar with usage based billing is a plus
Billing Analyst • San Francisco, CA, US