ONSITE Billing Team Lead

Our client is seeking a proactive, detail-oriented Billing Team Lead to oversee day-to-day billing operations across our Enterprise customer segment. This role ensures accurate subscription billing, timely invoicing, and effective issue resolution while supporting a small team in a fast-paced environment.

The Billing Team Lead acts as a subject-matter expert on billing processes, contract interpretation, and system accuracy. You will collaborate closely with Sales, Customer Success, Enterprise Support, Collections, and RevOps to maintain smooth workflows and exceptional customer experience.

This position is ideal for someone who thrives in a SaaS environment, enjoys solving complex billing challenges, and wants to help guide and mentor a growing team.

Primary Responsibilities

Billing Operations and Accuracy

Manage subscription billing through Chargebee for Enterprise (high complexity) accounts

Review customer contracts and ensure billing setups align with negotiated terms

Generate accurate monthly invoices and required backup documentation

Maintain alignment of data across Chargebee, HubSpot, Excel, and internal systems

Oversee subscription changes including upgrades, downgrades, cancellations, renewals, and quantity updates

Reconcile payments, identify discrepancies, and follow up on outstanding balances

Upload invoices into client payable/vendor systems when required (Enterprise)

Ensure adherence to customer specific SOPs and special handling instructions

Customer Support and Resolution

Serve as the escalation point for billing inquiries, discrepancies, credit/refund requests, and account questions

Investigate payment or invoice discrepancies and determine root causes

Communicate clearly and professionally with both internal teams and clients

Support collections efforts by providing accurate documentation and timely responses

Reporting and Month-End Support

Prepare and validate billing reports, aging summaries, and reconciliation data

Assist with month end close activities related to revenue and cost of revenue

Review internal reporting to ensure data accuracy

Team Leadership

Guide Billing Specialists on daily priorities, workload distribution, and operational standards

Provide training, oversight, and support to ensure consistent execution

Act as SME for contract interpretation and complex billing situations

Ensure timely responses to internal communication channels and HubSpot tickets

Continuous Improvement

Recommend and implement workflow enhancements, automation improvements, and efficiency updates

Support cross functional projects and strategic initiatives

Maintain and improve documentation, SOPs, and reporting templates

Skills and Qualifications

3–6+ years of experience in Accounts Receivable, Billing, or related finance role

Experience in SaaS or subscription based billing strongly preferred

Familiarity with Chargebee, HubSpot, or similar CRM/billing systems

2–3+ years of Excel experience (VLOOKUP, pivot tables, data validation)

Customer service experience with strong communication and professionalism

Ability to understand contracts and apply billing terms accurately

High attention to detail, accuracy, and data integrity

Strong analytical and problem solving skills

Ability to manage competing priorities and meet deadlines

Experience leading, mentoring, or supporting team members (formal or informal leadership is acceptable)

Bonus Skills

Experience handling vendor portal invoice submissions (Enterprise)