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Professional Services Billing Specialist

Professional Services Billing Specialist

RF-SMARTJacksonville, FL, US
13 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Professional Services Software Billing Specialist

Jacksonville, FL (Onsite / Hybrid schedule)

We Exist to Transform our Customers and Change Lives

Position Overview

The Professional Services Software Billing Specialist is responsible for managing the end-to-end billing process for professional services engagements. This role ensures accurate and timely invoicing, proper contract alignment, and compliance with company policies and customer agreements. The ideal candidate will be detail-oriented, highly organized, and capable of working cross-functionally with various teams.

Key Responsibilities

  • Manage and execute end-to-end billing operations for professional services projects using SuiteProjects Pro (OpenAir) and NetSuite .
  • Review project contracts, statements of work (SOWs), and change orders to ensure accurate billing terms and revenue recognition practices.
  • Generate and issue client invoices based on time and materials (T&M), fixed fee, and milestone-based billing structures.
  • Collaborate with project managers to track billable hours, expenses, and project progress for accurate invoice generation.
  • Monitor billing schedules and ensure adherence to customer contract terms and timelines.
  • Perform reconciliations between OpenAir and NetSuite to ensure accurate data flow and financial reporting.
  • Identify and resolve billing discrepancies or issues in collaboration with internal teams and clients.
  • Respond to client inquiries related to invoices, billing schedules, and payment terms in a timely and professional manner.
  • Assist with month-end close activities related to professional services revenue, including journal entries and revenue recognition validation.
  • Support audits by providing billing records, reports, and documentation as needed.
  • Recommend and implement process improvements for billing efficiency and accuracy.
  • Perform Ad-Hoc duties as assigned.

Required Qualifications

  • High school diploma with 2–4 years of billing and invoicing (preferably in professional services or the software industry.)
  • Strong understanding of project-based billing, time-and-materials, and fixed-fee contract structures.
  • Experience with ERP, PSA (Professional Services Automation), or billing systems (e.g., NetSuite, Oracle, Salesforce, or similar).
  • Proficiency in Microsoft Excel and other financial analysis tools.
  • Strong attention to detail, organizational skills, and ability to manage multiple priorities.
  • Excellent communication and interpersonal skills for collaborating with customers and internal teams.
  • Preferred Qualifications

  • Associate's degree in Business, or related field or experience in lieu of degree.
  • Experience using NetSuite SuiteProjects Pro (OpenAir) for billing, time tracking, and expenses.
  • Experience with integration between NetSuite SuiteProjects Pro (OpenAir) and NetSuite.
  • Prior exposure to global billing practices and multi-currency invoicing.
  • Key Competencies

  • Accuracy and attention to detail
  • Problem-solving and analytical mindset
  • Strong customer service orientation
  • Ability to thrive in a fast-paced, deadline-driven environment
  • Team player with cross-functional collaboration skills
  • Employer does not sponsor applicants for employment visa status (e.g., H-1B visa status).

    General Information : The above noted job description is not intended to be an exhaustive list of all duties and responsibilities that may be assigned, but rather to give personnel so classified a general sense of the responsibilities and expectations of the job. As the nature of business demands change so, too, may the essential functions of this specific position and / or the skills and abilities required. RF-SMART is an Equal Employment Opportunity (EEO) employer.

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