Billing and Contract Analyst - Mexico
JumpCloud
Responsibilities:
- Set up new and renewal customer orders in Salesforce and properly document contract terms to be used for billing purposes
- Assist in manual billing arrangements, including any new arrangements or reporting requirements due to new and evolving business models
- Identify any issues that arise from inaccurate orders and escalate to the revenue team for their review
- Assist with submission of invoices and credit memos to customers as needed
- Post daily customer payments by recording cash, checks, and credit card transactions
- Respond to customer inquiries regarding billing questions and discrepancies and provide clear written or verbal communication to resolve the issue
- Proactively monitor customer account details for non-payments, delayed payments and other irregularities and collaborate with internal teams to develop outreach strategies for past due balances
- Initiate collections on past-due accounts
- Reconcile customer accounts to identify billing or cash application issues and present findings in an organized and user friendly manner to customer or Collections Manager
- Effectively communicate with the Sales, Operations, and Finance teams
- Other ad hoc projects as assigned
Required Skills:
- Bachelor’s Degree in Accounting/Finance or related field
- 3+ years’ experience in billing and accounts receivable can substitute for educational requirement
- Experience with NetSuite and/or Salesforce CPQ a plus, but not required
- Intermediate to Advanced Excel skills
- Strong analytical skills and ability to problem solve, both from a billing process and systems perspective
- Strong analytical, organizational, verbal and written communications, and interpersonal skills
- Self-motivated with the ability to multi-task and work in a dynamic fast-paced environment
- Enthusiastic attitude and willingness to jump in and help out as needed
- Flexibility and adaptability to navigate frequent changes and build and improve processes in a fast growing company
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