Billing Specialist

Summary

COURSER accelerates the growth of IT service provider companies through partnerships focused on teamwork, service, growth, trust, and innovation. The Billing Specialist will support invoicing and revenue operations by ensuring accurate, timely, and contract-compliant billing for managed services, projects, and product sales while collaborating with finance, service, and account management teams.

Responsibilities

• Generate and process accurate invoices for recurring managed services, time and materials, projects, and product sales
• Review contracts, proposals, and service agreements to ensure billing aligns with client terms
• Monitor billable time entries and expenses logged by technicians and validate before billing
• Assist in maintaining billing schedules, recurring contract renewals, and price changes
• Communicate with internal teams to clarify service details, contract terms, or discrepancies
• Respond to client billing inquiries in a timely, professional manner and resolve any issues or disputes
• Work with PSA tools (e.g., ConnectWise Manage, Autotask) to manage billing data and workflow
• Support the month-end close process by preparing billing summaries and revenue reports
• Identify and recommend process improvements to enhance billing accuracy and efficiency

Skills

• 2+ years of billing, accounts receivable, or finance experience
• Experience with PSA tools (ConnectWise, Autotask, etc.) and accounting software (e.g., QuickBooks, NetSuite)
• Familiarity with managed services contracts, recurring billing, and project invoicing models
• Strong attention to detail and excellent organizational skills
• Proficiency in Microsoft Excel and other Office tools
• Clear communication skills, both written and verbal, with a focus on client service
• Ability to work independently and collaboratively in a deadline-driven environment
• Experience reconciling time and expense entries with service tickets or projects
• Understanding of tax implications for IT services and products
• Familiarity with CRM/ERP integration for billing workflows
• MSP or IT services industry experience

Qualifications

Must Haves

• 2+ years of billing, accounts receivable, or finance experience
• Experience with PSA tools (ConnectWise, Autotask, etc.) and accounting software (e.g., QuickBooks, NetSuite)
• Familiarity with managed services contracts, recurring billing, and project invoicing models
• Strong attention to detail and excellent organizational skills
• Proficiency in Microsoft Excel and other Office tools
• Clear communication skills, both written and verbal, with a focus on client service
• Ability to work independently and collaboratively in a deadline-driven environment
• Experience reconciling time and expense entries with service tickets or projects
• Understanding of tax implications for IT services and products
• Familiarity with CRM/ERP integration for billing workflows

Nice to Haves

• MSP or IT services industry experience

Benefits

• Best-in-class training, mentorship, and clear self-promotion paths to help you grow.
• Medical, dental, vision, and life insurance
• 401k match
• Unlimited vacation time after completing one full year of employment; during the first year, full-time team members are provided 10 vacation days.
• Paid sick time
• 10 holidays, including your birthday and a floating holiday
• Healthy Lifestyle reimbursement
• Amazon Prime reimbursement
• 40 hours for volunteer time
• Paid parental leave
• Reimbursement for ongoing education and certifications
• Learning and development programs