Description
Job Summary
The Billing & Collections Specialist is responsible for ensuring accurate, timely, and complete execution of billing, payment processing, and collections activities. The role plays a critical part in maintaining cash flow stability, preventing backlog risk, and supporting business continuity—particularly during end-of-month and high-volume billing periods.
This role will directly support daily operations, failed payment recovery, invoice management, and customer account follow-ups while working closely with internal stakeholders to ensure accurate reporting and service continuity for US-based clients.
Key Responsibilities
Billing & Invoicing
- Generate, review, and issue manual and automated invoices accurately and on time
- Support end-of-month and first-week billing cycles, including adjustments and corrections
- Ensure billing aligns with approved contracts, pricing, and sales bookings
- Assist with invoice re-issuance, credits, and cancellations as required
Payments & Collections
- Monitor failed payments and execute timely follow-ups and recovery actions
- Perform collections outreach via email and ticketing systems for overdue accounts
- Track payment status, apply receipts, and reconcile customer accounts
- Escalate high-risk or aged accounts based on defined thresholds and guidelines
Operations & Case Management
- Manage billing- and payment-related tickets via Jira and Zendesk
- Maintain accurate documentation and audit trails for all billing and collections actions
- Support backlog reduction during volume spikes, enterprise onboarding, and peak periods
- Coordinate with Sales, Customer Success, and Finance for issue resolution
Reporting & Controls
- Update trackers for AR status, failed payments, and collection progress
- Support preparation of end-of-month reports and operational summaries
- Flag process gaps, recurring issues, and improvement opportunities
- Adhere to internal controls, compliance requirements, and finance SOPs
Business Continuity Support
- Provide coverage during leave, emergencies, and peak operational periods
- Ensure continuity of daily billing and collections activities with minimal disruption
- Support operational stability during reporting-heavy cycles
Requirements
Qualifications & Experience
- 2–4 years of experience in Billing, Collections, Finance Operations, or Revenue Operations
- Experience supporting US clients or US-based billing cycles preferred
- Strong understanding of accounts receivable, invoicing, and payment workflows
- Experience handling failed payments and customer follow-ups
- Background in banking, credit, or finance operations is an advantage
Skills & Tools
- Strong attention to detail and data accuracy
- Comfortable working in high-volume, deadline-driven environments
- Experience using CRM, billing, or finance systems (e.g., Salesforce, internal tools)
- Familiarity with Jira, Zendesk, or ticket-based workflows is a plus
- Clear written communication for customer and internal coordination
Behavioral Competencies
- Reliable and self-directed, especially during night shifts
- Able to prioritize tasks during end-of-month and high-pressure periods
- Process-oriented with a continuous improvement mindset
- Collaborative and responsive across cross-functional team
