Billing Administrator managing invoices, customer accounts, and discrepancies for Universal Group, a traffic control and occupational safety services provider. Supporting accurate, efficient finance operations.
About the role
- Billing Specialist managing invoicing, credits, cancellations, and customer billing support for SOCi’s AI-powered marketing platform. Maintaining accurate financial records across Maxio, Salesforce, NetSuite, and Excel.
Responsibilities
- Generate and review invoices for new, recurring, and adjusted customer contracts
- Upload invoices to customer portals according to customer formatting requirements
- Process billing adjustments, credits, and cancellations with supporting documentation
- Monitor billing schedules for timely, accurate invoicing
- Serve as the primary contact for customer billing inquiries
- Respond to internal and external questions about invoices, payment status, and account activity
- Support customer cancellations by verifying balances and issuing credits
- Communicate billing cycles, changes, and discrepancies
- Use Maxio, Salesforce, and NetSuite for contract management, billing creation, and financial reporting
- Maintain accurate billing records for audits and month-end close
- Update billing documentation across systems
- Identify process inefficiencies and support system and workflow improvements
- Collaborate with Customer Success, Sales, AR, and Revenue teams
- Coordinate with Accounts Receivable on payment application, disputes, and collections follow-up
- Prepare billing summaries and exception reports
- Analyze Excel data using PivotTables, VLOOKUPs, and reconciliation reports
- Support ad hoc customer reporting requests
- Participate in meetings and billing initiatives as assigned
Requirements
- 2+ years of experience in Billing, Accounting, or a related financial operations role, preferably in a SaaS or subscription-based business
- Strong attention to detail and ability to process large volumes of transactions with accuracy
- Working knowledge of SaaS contracts, recurring revenue, and subscription billing models
- Proficiency in Microsoft Excel, including PivotTables and VLOOKUPs
- Excellent communication and customer service skills
- Proven ability to collaborate effectively across multiple departments
- Demonstrated ability to manage competing priorities in a deadline-driven environment
- Experience with billing or ERP systems such as Maxio, Salesforce, or NetSuite preferred
- Understanding basic accounting principles and billing best practices
- Experience with customer portals, including invoice uploads and credential management
- Comfortable in a fast-paced, collaborative SaaS environment
- Associate or Bachelor’s degree in Accounting, Finance, or a related field preferred
- Experience may be considered in lieu of degree
Benefits
- Health insurance plans, dental, and vision
- Wellness incentives
- 401(k) plan with employer match
- Flexible paid time off
- Quarterly wellness days
- Paid holidays
- Unique employee engagement programs
- Empowering Career Growth and Success
- Flexible work environment
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Degree requirement
No Education Requirement
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