Customer Billing Specialist

Summary

LevelBlue, a managed security services provider, is seeking a Customer Billing Specialist to join its Accounting & Finance team. The role manages order and contract validation, account setup, monthly invoicing, service credits, billing inquiries, audit support, and collaboration with internal teams and customers.

Responsibilities

• Review all Closed opportunities ensuring we have proper governing documentation and accepted Terms and Conditions
• Validate that all terms and conditions are consistent between the Quote, Customer Purchase Order, and Statements of Work / MSA / MTC
• Insert additional Terms and Conditions into Order Contract as needed
• Review and approve all order opportunities for fulfillment
• Partner with delivery teams to validate service delivery dates to bill per the terms and conditions of the governing contract
• Responsible for managing all order changes as required
• Ensure accounts are set up properly among the various systems to align with the billing procedures
• Ensure all account documentation is properly in place prior to billing commencement
• Complete all monthly invoicing of assigned services including delivery to clients
• Process Service Credits
• Assist Accounts Receivable with cash application and collections activities
• Assist with financial audits
• Build excellent relationships with customers and various departments within the Company
• Respond to contract and order related inquiries from customers and other departments
• Test all system upgrades, enhancements, and break fixes
• Cross train on the various functions and responsibilities within the team to assist with workload balance in peak time, as needed, and to serve as backups to each other
• Ensure all processes are scalable and efficient and improve where needed

Skills

• 3 to 5 years of relevant order/contract support and billing experience, with preference in monthly recurring or professional services billing cycles
• Excellent verbal and written communication skills and commitment to excellent customer service and collaboration with people
• High degree of accuracy and attention to detail
• Salesforce or other Customer Relationship Management (CRM) system experience
• NetSuite or other ERP system experience
• Proficiency in Microsoft Suite products – advanced Excel knowledge required
• Ability to work independently in a fast-paced environment and multi-task
• General office environment. May require long periods sitting and viewing a computer monitor. No special physical demands required
• This role is open to candidates legally authorized to work in the United States
• Experience in software or technology company is highly desirable
• Experience with channel partners and/or value-added resellers relationships is a plus
• Experience with international customers in foreign currencies is a plus
• Bachelor's Degree with a concentration in Accounting or Finance preferred, but not required

Qualifications

Must Haves

• 3 to 5 years of relevant order/contract support and billing experience, with preference in monthly recurring or professional services billing cycles
• Excellent verbal and written communication skills and commitment to excellent customer service and collaboration with people
• High degree of accuracy and attention to detail
• Salesforce or other Customer Relationship Management (CRM) system experience
• NetSuite or other ERP system experience
• Proficiency in Microsoft Suite products – advanced Excel knowledge required
• Ability to work independently in a fast-paced environment and multi-task
• General office environment. May require long periods sitting and viewing a computer monitor. No special physical demands required
• This role is open to candidates legally authorized to work in the United States

Nice to Haves

• Experience in software or technology company is highly desirable
• Experience with channel partners and/or value-added resellers relationships is a plus
• Experience with international customers in foreign currencies is a plus
• Bachelor's Degree with a concentration in Accounting or Finance preferred, but not required

Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) with employer matching.
• Generous paid time off and holidays.
• Flexible spending accounts and health savings accounts.
• Employee assistance programs.
• Training and development opportunities.
• Adoption assistance program.
• Flexible work, with people brought together in person for key moments based on role, team, and business needs.