Req # 101130
Billing and Collections Specialist
San Francisco, CA US
Employee: Full Time Employee
Castlight is looking for a Billing and Collections Specialist to help with revenue operations and process improvements. Under the supervision of the Revenue Manager, the Billing and Collections Specialist will primarily be responsible for sales order management, customer billing, payment application and collections, as well as assisting with special projects.
- Perform customer billing and accounts receivable activities, including sending invoices, payment collection, and cash application.
- Ensure accuracy of billing and adherence to contract terms. Track billing schedules according to contract milestones.
- Perform Sales Order entry including population of billing schedules and customer information.
- Work with Sales and Professional Services on various inquiries/issues related to invoicing.
- Ad hoc customer financial reporting, as requested.
- Maintain documentation for all review, audit and compliance work.
- Assist in preparation of internal and external schedules and documentation to facilitate annual audit and tax filings.
- Provide ad-hoc reports to cross-functional departments and management as requested.
- Assist with period-end close duties and other special projects as needed.
Required skills and experience:
- Bachelor’s degree in Accounting, Finance or equivalent degree and/or experience
- 2+ years of relevant financial experience
- Strong proficiency in Microsoft office suite
- Ability to work in a fast-paced dynamic environment
- Highly focused, organized and detail oriented
- Collaborative work ethic and ability to work in a team oriented culture
- Motivated, self-directed, and proactive with a willingness to take on additional challenges
- Netsuite billing experience
- Relevant complex billing and collections experience
- Knowledge of salesforce.com is highly desirable
- Experience with software or SaaS license agreements
- Excellent oral and written communication skills
- Motivated to build cross functional relationships