Billing Specialist

It's fun to work in a company where people truly BELIEVE in what they're doing!

Fullsteam is a leading provider of vertical software and embedded payments technology dedicated to helping businesses flourish by providing their customers with seamless experiences. With a dynamic and growing team of 1,700 employees, we are committed to driving innovation and delivering best-in-class software and payment solutions that empower small and medium-sized businesses across numerous industries. Our purpose is to help our customers grow their businesses and delight their customers. Join us and be a part of a forward-thinking company that values growth, excellence, and the success of our clients.

The role of the Billing Specialist is crucial in maintaining the financial health and operational efficiency of an organization. By ensuring accurate billing processes and timely resolution of issues, Billing Specialists contribute to the overall success of the company and enhance customer satisfaction.

Primary Responsibilities:

• Generate, terminate, review, and send invoices accurately and in a timely manner.

• Ensure adherence to billing schedules and deadlines.

• Ensuring business unit has properly suspended access to the product(s) for cancellations.

• Create Subscriptions, Sales Order, and Estimates (as applicable).

• Fielding customer inquiries on invoices, credit card applications, etc.

• Field requests from Corporate and BU management on billing changes, errors, etc.

• Import billing files (as applicable).

• Investigate and resolve billing discrepancies promptly.

• Issuing refunds or adding credits to customer account.

• Modifying/update invoices when customers add on services.

• Monitor billing transactions and identify discrepancies or irregularities.

• One-time & usage-based billings.

• Applying payments for customers.

• Resolving Paystand issues.

• Tax exemption management.

• Terminating and modifying subscriptions in NetSuite.

• Partner with customer service/support/sales teams on customer inquiries.

Account Reconciliation:

• Reconcile billing records with customer accounts and financial statements.

• Investigate and resolve discrepancies between billing records and payment transactions.

• Applying payments for customers and assisting with reconciling undeposited amounts.

• Reconcile payments between business unit and AR Aging to ensure that dunning notices are accurate.

• Collaborate with finance and accounting teams to ensure accurate financial reporting.

Customer Interaction and Issue Resolution:

• Communicate with customers regarding billing inquiries, disputes, and payment issues.

• Address customer concerns and resolve billing-related issues in a timely and professional manner.

• Provide exceptional customer service to maintain positive relationships with clients.

Process Improvement:

• Identify opportunities to streamline billing processes and improve efficiency.

• Collaborate with cross-functional teams to implement process enhancements and automation.

• Stay updated on industry best practices and emerging technologies related to billing and invoicing.

Cross-Functional Collaboration:

• Collaborate with cross-functional teams such as revenue and operations to ensure alignment on billing matters.

• Fielding requests from Corporate and Business Unit management on billing changes, errors, etc.

• Working with Customer Service/Support teams on customer inquiries.

Minimum Qualifications:

• Related field or applicable billing experience.

• Proven experience in billing, accounts receivable, or financial analysis role.

• Strong analytical skills with attention to detail.

• Proficiency in Microsoft Excel and accounting software; NetSuite, Suite Billing, FloQast, and SFDC experience is a plus.

• Excellent communication and interpersonal skills.

• Ability to work independently and collaboratively in a fast-paced environment.

• Prior experience in a similar industry or with billing systems/software is preferred.

• Knowledge of regulatory compliance related to billing practices is a plus.

Preferred Qualifications:

• Bachelor's degree in Accounting, Finance, Business Administration preferred

Fullsteam supports an inclusive workplace that values diversity of thought, experience, and background. Fullsteam is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state, or local law.