Manage an MSP/Partner collections portfolio for Tiers 1 & 2 and ensure timely collection of outstanding payments.
Contact customers via phone and email regarding overdue invoices, resolve payment disputes, answer contract/billing questions, and negotiate payment plans.
Monitor and maintain accurate records of collections activities and customer interactions.
Maintain Aging Report with update status report and notify management and internal teams of critical accounts.
Dispute resolution, billing adjustments and interaction with the internal teams to resolve issues.
Posts daily customer payments by recording cash, checks, and credit card transactions.
Respond to customer inquiries using ticketing system regarding billing questions and discrepancies and provide clear written or verbal communication to resolve the issue
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, process credit memos and refunds to customers as needed
Resolve NetSuite Cases
Review and process Cancellations
Generate monthly suspense reports and complete other assigned projects
Complete month-end and closing duties
Effectively communicate with the Sales, Operations, and Finance teams
Proactively work between the two teams billing and collections to suffice daily business needs
Create Monthly Suspension File as needed
Maintain daily performance standards as outlined by KPIs
Other ad hoc projects as assigned
You Have
Bachelor’s Degree in Accounting/Finance or related field
5+ years’ experience in billing or collections can substitute for educational requirement
Experience with NetSuite and/or Salesforce CPQ a plus
Partner Billing / Collections portfolio experience, with high invoice volume and documented successes
Vendor portal experience a plus
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
Flexibility and adaptability to navigate frequent changes and build and improve processes in a fast growing company
Availability to work a regular schedule of 8am - 5pm, with the flexibility to extend hours during critical times such as month-end, quarter-end, and year-end periods
