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Job Description
- Set up new and renewal customer orders in Salesforce and properly document contract terms to be used for billing purposes
- Assist in manual billing arrangements, including any new arrangements or reporting requirements due to new and evolving business models
- Identify any issues that arise from inaccurate orders and escalate to the revenue team for their review
- Assist with submission of invoices and credit memos to customers as needed
- Post daily customer payments by recording cash, checks, and credit card transactions
- Respond to customer inquiries regarding billing questions and discrepancies and provide clear written or verbal communication to resolve the issue
- Proactively monitor customer account details for non-payments, delayed payments and other irregularities and collaborate with internal teams to develop outreach strategies for past due balances
- Initiate collections on past-due accounts and participate in Governance calls and meetings
- Reconcile customer accounts to identify billing or cash application issues and present findings in an organized and user friendly manner to customer or Collections Manager
- Effectively communicate with the Sales, Operations, and Finance teams
- Other ad hoc projects as assigned
- Bachelor’s Degree in Accounting/Finance or related field
- 3+ years’ experience in billing and accounts receivable can substitute for educational requirement
- Experience with NetSuite and/or Salesforce CPQ a plus, but not required
- Intermediate to Advanced Excel skills
- Strong analytical skills and ability to problem solve, both from a billing process and systems perspective
- Strong analytical, organizational, verbal and written communications, and interpersonal skills
- Self-motivated with the ability to multi-task and work in a dynamic fast-paced environment
- Enthusiastic attitude and willingness to jump in and help out as needed
- Knowledge and experience on automation tools and process would be an added advantage
- Flexibility and adaptability to navigate frequent changes and build and improve processes in a fast growing company
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Skills
AccountingAccounts ReceivableAdaptabilityAnalytical SkillsBillingCollectionsCommunicationExcelMarketingOrganizedSalesSalesforceAccountsFinanceAdvanced ExcelAnalyticalCredit MemosNetsuiteIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
Important dates & deadlines?
Application Deadline
29 Sep 23, 03:03 AM IST
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