Billing Specialist managing end - to - end billing processes and client account balances at Transtar Insurance Brokers. Ensuring accurate invoicing and timely payment posting in a supportive environment.
About the role
- Billing Analyst responsible for invoicing and customer relations at Demandbase. Collaborating cross-functionally to support billing operations and improve processes.
Responsibilities
- Review customer contracts to extract billing terms and validate Sales Orders.
- Drive accurate and timely invoicing in alignment with contract terms.
- Manage and maintain the billing queue, ensuring timely resolution of tickets and requests.
- Partner with the Billings Manager to ensure a smooth invoicing process and clear documentation of billing-related information.
- Upload invoices to customer portals and manage rejected invoices in portal systems, including Monto A.I.
- Manage invoices missing purchase orders (POs) by collaborating with Sales to obtain required documentation and update ERP, SFDC, and portal systems accordingly.
- Work closely with the Collections team to resolve billing issues and ensure invoices are accepted and processed by customers.
- Handle vendor forms and customer portal-related requests (new portal setup, integrations, vendor updates).
- Manage sponsorship contract billings.
- Collaborate with Sales Ops, Legal, Revenue, IT, and Accounting teams to resolve billing dependencies and improve workflows.
- Perform monthly credit memo write-off reconciliations.
- Reconcile Monto A.I portal invoices with NetSuite records.
- Support Ironclad amendment processing.
- Reconcile AWS fees and associated credits.
- Support billing forecasts.
- Track and report on portal invoice status.
- Prepare credit/rebill reporting and related analyses.
- Improve invoicing accuracy and first-time-right billing metrics.
- Identify root causes of billing discrepancies and implement corrective actions.
- Contribute to continuous improvement initiatives across the QTC lifecycle.
Requirements
- 3+ years of experience in Billings, Accounts Receivable, or Finance Operations within a SaaS or advertising business environment
- Proven experience in the Order-to-Cash (O2C) process
- Strong understanding of billing, collections, and month-end close processes
- Hands-on experience or strong working knowledge of NetSuite and Salesforce (SFDC) is preferred
- Demonstrated ability to analyze data, identify root causes, and resolve billing discrepancies in a fast-paced environment
- Excellent written and verbal communication skills, with the ability to engage professionally with customers and internal stakeholders
- Strong organizational and time-management skills, with the ability to manage multiple priorities and large data sets
- Detail-oriented, collaborative, and proactive with a continuous improvement mindset
- Bachelor’s degree in Finance, Accounting, Business, or a related field (or equivalent practical experience).
Benefits
- Group Medical
- Personal Accident
- Term Life Insurance
- Preventive healthcare covers dental, vision, and OPD needs
- Strong mental health support
- Fitness benefit
- Car lease policy
- Gratuity for long-term financial well-being
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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