San FranciscoFull TimeFinance
Remotely
salesforcebillingrevenue accountingnetsuiteinvoicingmonth end closereconciliation
Job Description
📋 Description
- Review closed-won contracts and order forms to validate pricing, service dates, billing terms
- Configure customer billing arrangements accurately and on time
- Run and support monthly customer invoice cycles
- Reconcile invoice data between Plaid's billing systems and NetSuite, and investigate discrepancies
- Process billing adjustments, contract changes, and credit memos, and reconcile approved changes
- Resolve billing questions from GTM and other partner teams, including the billing team's internal
🎯 Requirements
- 2–5 years of experience in billing, order management, revenue operations, accounts receivable
- Bachelor's degree in Accounting, Finance, Business, or a related field
- Experience in a SaaS, software, fintech, or other complex B2B billing environment
- Experience reviewing commercial contracts, order forms, or customer billing terms
- Experience supporting customer invoicing, reconciliations, or billing adjustments
- Strong spreadsheet and data-reconciliation skills, with strong attention to detail and the ability
🎁 Benefits
- Equity and/or commission dependent on position
- Comprehensive benefit plan including medical, dental, vision, and 401(k)
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