Billing and Collections Specialist

Job Description

Who We Are

Having surpassed $100M ARR and continuing to grow rapidly, AuditBoard is the leading audit, risk, and compliance platform on the market. More than 30% of the Fortune 500, including 6 of the Fortune 10, leverage our award-winning technology to move their businesses forward with greater clarity and agility. And our customers love us: AuditBoard is top-rated on G2.com and Gartner Peer Insights.

 

At AuditBoard we inspire each other to innovate and are proud of what we are producing. We spend each day thinking of new ways to help our customers and contribute to the greater good of our company and our surrounding communities. We are all about assisting each other and breaking through barriers to create the most loved audit, risk, and compliance platform by our customers. This is how we have become one of the 500 fastest-growing tech companies in North America for the third year in a row as ranked by Deloitte!



Who We Are Looking For

The Accounting Department is looking for a Billings and Collections Specialist to help our organization grow! As a Billing Specialist, you will undertake a variety of financial and non-financial tasks. Your main goal will be to help guarantee the company’s revenues. You will be responsible for issuing the necessary paperwork for onboarding new Clients along with processing incoming payments.



Attributes for a Successful Candidate

  • Create and distribute invoices to customers in accordance with contract terms
  • Manage the status of accounts and balances and identify inconsistencies; manage cash applications and check the validity of debit accounts
  • Process credit memos and invoice adjustments
  • Update accounts receivable database with new accounts or customer details
  • Ensure all clients remain informed on their outstanding debts and deadlines
  • Provide solutions to client invoicing or collections issues
  • Identify delinquent accounts, manage the dunning process and initiate outreach efforts to encourage the timely collection
  • Report on collection activity and accounts receivable status
  • Complete vendor setup forms and vendor portal/PO process setup
  • Work with the Sales and Success teams in an effort to collect past due receivables
  • Engage in sometimes difficult conversations while maintaining an always-professional and customer-first attitude
  • Develop and maintain process/training documentation for improving billing procedures
  • Participate in monthly Accounting Close activities as needed (AR reconciliations, Bad Debt Reserves)
  • Assist with general operational projects and issues as needed

 

Qualifications

  • 1-2 years of experience as a Billing Specialist or similar role
  • Proven written and interpersonal skills that come with a customer-facing role. Takes an active interest in increasing customer happiness and deepening customer relationships
  • Passion for numbers and financial data
  • Excellent knowledge of MS Office
  • Detail-oriented with high standards of accuracy
  • Critical thinker and problem-solving skills
  • Team player
  • Good time-management skills
  • BS degree in Finance, Accounting, or BA
  • Self-motivated, proactive, energetic team player
  • Experience with NetSuite and Salesforce preferred

 

Perks

  • You’ll be launching a career at one of the fastest-growing SaaS companies in North America!
  • Unlimited PTO
  • Hybrid/Remote work environment
  • Lunch and snacks when you are in the office
  • LYBL! Live your best life! $200 a month to spend on anything that enhances your life.  
  • Celebrate your birthday with the day off
  • Charitable giving - get paid to volunteer for a day
  • All the traditional goodies….health, dental, vision, and holidays
  • Stock options
  • Bonus program
  • 401k to save for your future
  • Fun company and team outings!