Billing Specialist Hybrid
CGS Business Solutions
The Billing Specialist plays a key role in executing daily and month-end billing operations, including invoice preparation, customer account setup and maintenance, credit memo processing, and resolution of billing inquiries. This role supports cross‑functional initiatives and continuous process improvements, requiring strong organizational, analytical, and communication skills. The ideal candidate is detail‑oriented, highly collaborative, and comfortable working in a dynamic SaaS environment. They will work closely with Finance, Sales, Product Management, and other departments to ensure billing accuracy, compliance, and operational efficiency. Key Responsibilities Prepare and process invoices in accordance with customer contracts and billing schedules. Manage SaaS billing processes, including subscription and usage‑based billing, implementation services, and portal user changes. Maintain and update customer billing accounts with accuracy and timeliness. Process credit memos with proper supporting documentation and approvals. Investigate and resolve billing discrepancies and customer disputes promptly. Partner with the collections team on rebills, PO updates, and payment‑related issues. Coordinate with Sales, Product, and Renewals to resolve order and billing mismatches. Prepare journal entries and perform monthly/quarterly account reconciliations. Support internal and external audits, including SOX controls and documentation. Document billing processes and contribute to continuous improvement efforts. Support ad‑hoc billing projects and reporting requests as needed. Qualifications Associate or Bachelor’s degree in Accounting, Finance, or a related field. 3–5 years of billing or accounting experience, preferably in a SaaS or software environment. Strong understanding of billing systems and ERP/CRM tools (Zuora, Salesforce CPQ/Billing, NetSuite preferred). Proficient in Microsoft Excel, including pivot tables and VLOOKUPs. Strong analytical and problem‑solving skills with high attention to detail. Excellent communication skills with the ability to collaborate across teams. Self‑motivated, proactive, and able to manage multiple priorities under tight deadlines. Comfortable in a fast‑paced, evolving environment with a continuous improvement mindset. #J-18808-Ljbffr CGS Business Solutions
- CGS Business Solutions in Calabasas, CA is seeking a detail-oriented Billing Specialist to execute daily and month-end billing operations. This role involves invoice preparation, customer account management, credit memo processing, and resolution of billing inquiries....Suggested
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