Billing & Accounts Receivable
Business partner with Revenue Accounting team to ensure monthly accuracy of billings and accruals recorded in the general accounting ledger, including assessment of compliance with relevant revenue recognition guidance
Regularly follow-up with customers regarding aged accounts receivable balances
Address inquiries and follow-ups from customers and internal customer success teams
Analyze collections and assist with developing key metrics to track customer A/R collections
Review received, reconciled & deposited customer payments
Work closely with the CSM’s and obtain the support required for prompt invoicing and true-up’s. Be diligent in issuing Credit memos timely.
Coordinate with CSM to understand changes / modifications required in invoicing.
Refund liability classification for A/R.
Support recurring and usage-based billing, including true-ups, credits, adjustments, and billing schedule changes.
Review and approve invoices and supporting data before release to confirm service periods, usage, pricing, credits, and required documentation are accurate. Occasionally processing and sending.
Monitor billing exceptions, system errors, unapplied cash, open credits, partitions and reconciling items through resolution.
Respond to invoice disputes and payment discrepancies, and provide clear explanations of invoice activity, credits, adjustments, billing schedules, and account balances.
Partner with Sales, Sales Operations, and Client Success on new sales, renewals, amendments, expansions, and terminations to understand and operationalize billing requirements.
Review contract terms, pricing, billing cadence, usage measures, implementation fees, and other commercial provisions that affect invoicing, and translate them into billing instructions and system setup.
Support customer account reconciliations, investigate variances, and coordinate corrective actions with internal and customer-facing partners.
Contract Building & Implementation
Support building new contracts, renewals, amendments, expansions, and terminations by reviewing commercial terms and identifying billing requirements.
Translate signed contract provisions into customer and contract setup, billing schedules, usage measures, implementation-fee instructions, invoice requirements, and supporting documentation.
Coordinate implementation handoffs among Sales, Sales Operations, Client Success, Revenue Operations, and Accounting, and track open billing items through go-live.
Validate contract setup and the first billing cycle against signed terms, pricing, service periods, and customer-specific requirements; identify and escalate gaps before invoicing.
Maintain contract-to-billing documentation and update procedures or job aids for non-standard billing arrangements.
Support post-implementation review of billing issues, true-ups, credits, and contract changes, and incorporate lessons learned into process improvements.
Other Duties
Periodic reporting on Cash payments / collections to leadership and investigate delays.
Support month-end close processes
Support audits performed by external auditors and help with pre-audit preparation
Perform other duties and projects as assigned when needed to support the business operations
Revenue Close, Systems, Controls & Process Improvement
Support billing-related inputs to monthly and quarterly revenue close, including reconciliations, accrual support, journal-entry preparation, and variance analysis.
Support review of complex or non-standard billing arrangements to promote accurate billing execution and appropriate revenue treatment.
Maintain organized support and evidence for internal controls, audit requests, and management review.
Partner with Workday, Revenue Operations, Data, Engineering, and other technical teams to investigate system issues and improve billing workflows.
Help document billing requirements, process procedures, control steps, and issue-resolution playbooks.
Test and validate system or process changes to confirm billing, customer-account, reporting, and revenue impacts are understood before implementation.
Identify root causes, reduce manual effort, strengthen data quality, and improve visibility into billing status and customer account health.
Requirements
