Senior Billing Specialist

Overview

Senior Billing Specialist role supporting invoice accuracy, daily cash application and billing processes within Zone, reporting to the Billing & Collections Manager.

What you'll do

• Review customer contracts and correspondence, interpreting ambiguous contract language to determine correct billing treatment
• Process invoices and credit memos for complex or non-standard billing scenarios
• Guide and support teammates on invoice processing workflows within Zone
• Review invoices processed by the team for accuracy before sending out to customers
• Respond to customer billing inquiries via email, researching and providing accurate answers in a timely manner
• Perform daily cash application: match incoming customer payments to invoices and post accordingly
• Own follow-up on past-due accounts, coordinating escalations with Fund Admin/CX as needed
• Monitor AR aging and flag at-risk balances to the Billing & Collections Manager
• Play a key role in ongoing process improvements and workflow refinement within Zone (project-based work)
• Manage increased workload during peak Fund Admin billing cycles (December, March, June, September)
• Partner cross-functionally with Deal Desk on contract structuring, and with Fund Admin/CX on billing and collections
• Use AI tools to improve productivity and efficiency across billing, cash application, and reporting workflows

What you'll need

• At least 4 years of professional billing experience, particularly with intricate billing scenarios
• Proven capability to analyze vague contract terms and determine precise billing consequences
• Practical familiarity with Zone or equivalent NetSuite-native billing software, including the ability to train and guide team members
• Proficiency in cash and payment applications, including matching and posting customer payments against invoices
• Familiarity with Salesforce for navigating and extracting contract, account, and opportunity details
• Adept at utilizing AI productivity tools (such as ChatGPT and Claude) to enhance daily workflows
• Collaborative mindset with a strong emphasis on teamwork; comfortable guiding colleagues on workflows without needing a formal title
• Strong interpersonal skills to interact with cross-functional internal stakeholders and a proactive approach to asking clarifying questions
• Highly resourceful with the capability to independently investigate and resolve questions when details are scarce
• Thrives and operates effectively within a high-speed, dynamic workplace

Nice to have

• Background in collections
• Prior background in the Services and SaaS sectors
• Advanced proficiency in Excel, particularly utilizing calculations from the Fund Admin team

Details

• Location: USA
• Base salary range: $60,000 - $75,000 USD, plus equity and benefits, based on experience, skillset, location and local minimum pay requirements
• Benefits include health, dental and vision coverage, life insurance, mental wellness coverage, fertility and family support, flex time off, paid family, medical and bereavement leave, retirement savings plans, home work setup allowance and an annual professional development stipend