Summary
The Finance Team is seeking a detail-oriented, client-focused Jr. Billing Specialist to support our growing organization. In this role, you will be responsible for the creation of client profiles and assist with the generation of recurring invoices within NetSuite, leveraging sales orders and billing schedules. In addition to onboarding new clients, you will also help process billing change orders and client churn.
If you are an intuitive, engaging individual who thrives in a fast-paced, high-volume environment and excels at maintaining exceptional attention to detail, this role is an excellent fit for you.
Key Responsibilities
Create and maintain CRM entries/client accounts in NetSuite, ensuring accurate entry of client data
Review CRM entries entered by other team members to ensure data accuracy and support timely billing operations
Process upgrades, downgrades, add-ons, prorations, promotional discounts, credits, and other changes related to client billing under the guidance of senior team members
Escalate complex issues to senior team members when necessary
Support the broader billing team with administrative and data-entry tasks as needed
Other tasks as needed to help the team meet objectives and requirements
Minimum Qualifications
Minimum 1 year of billing, accounting, or finance-related experience; exposure to NetSuite or another ERP/billing system is a plus
Interest in working in a high-volume billing environment, with strong organizational skills and attention to detail
Exceptional accuracy – takes pride in identifying and correcting errors
Strong verbal and written communication skills, with a customer-centric and solution-oriented mindset
Confident, approachable, and curious; not afraid to ask questions to gain clarity and support continuous learning
Self-motivated with the ability to balance multiple tasks and deadlines while seeking guidance when appropriate
Collaborative team player with an action-oriented, energetic approach
Foundational understanding of SaaS contract terminology and subscription-based billing concepts (or eagerness to learn)
Familiarity with CRM tools is helpful but not required
Proficient in Microsoft Office (Excel, Word, Outlook, etc.)
Desired Qualifications
An associate’s degree in accounting, Business, or a related field is preferred; however, equivalent practical experience, internships, or relevant certifications will also be considered
Prior internship or coursework involving billing, accounts receivable, or customer account management
Exposure to Salesforce or similar case-management tools