
Senior Accounts Receivable & Billing Specialist
- Vancouver, BC
- 55.000-75.000 $ par an
- Permanent
- Temps-plein
- Ensure invoices and credit notes are prepared for our direct, partner, and umbrella (direct with child billing entities) customers, including other complex billing arrangements, in a timely manner and with accuracy.
- Review small-to-medium business ('SMB') customer sales opportunities (pending and closed) for completeness to ensure correct products, pricing and terms have been applied.
- Review billing records to ensure services are accurately invoiced according to customer's Order Form and our Master Terms of Service.
- Prepare monthly reconciliation between billing records and Global Relay's internal databases to ensure completeness of revenue captured for services provided.
- Review cash entries to ensure customer receipts are posted and matched correctly and reconcile with bank records.
- Assist with month end tasks, including but not limited to preparing the revenue analysis workbook, providing insights for revenue discrepancies, identifying accounts for revenue accruals, and preparing journal entries as necessary.
- Monitor Salesforce dashboards, queues, and/or reports daily to ensure open items are actioned on a daily basis.
- Review customer case queues daily to ensure cases are assigned and actioned in a timely manner, including identifying urgent or complex cases for escalation meanwhile ensuring cases close metrics are adhered to.
- Monitor and prepare KPIs such as aging reports, payment trends, and other relevant reports.
- Review and reconcile one-time charges, including third-party fees.
- Review interest charges and identify exceptions.
- Prepare AR Subledger and Invoice Register Reports.
- Manage Global Relay's credit card payment gateway and perform tasks such as reconcile charges against billing records, verify accuracy of deposits compared to charges processed, and monitor overall performance of the gateway to ensure efficient operation of payment processing.
- Work cross-functionally with other departments (i.e. collections, sales, customer success, etc.) to ensure complete, accurate, and timely billing for SMB customers.
- Reconcile vendor resold services and prepare reporting thereof, where applicable.
- Calculate referral commissions on a monthly basis and assist with any inquiries from our referral partners.
- Provide support to the collections team and assist with the bad debt termination process, including reviewing accounts and preparing write-off journals.
- Working within third-party partner billing and technology systems to ensure complete and accuracy billing of customers' use of third-party services billed by Global Relay.
- Act as the escalation contact for all internal SMB billing inquiries.
- Answer incoming phone calls from escalated customers, including billing inquiries and other post-sales correspondence.
- Perform other accounting duties and ad hoc tasks as necessary.
- A minimum of 4-5 years experience working in Accounts Receivable/Billing Function.
- Experience in a SaaS billing environment is an asset.
- Post-secondary education in Accounting with a good understanding of financial terminology is an asset.
- Intermediate knowledge of MS Excel (i.e. Pivot tables, V-lookups, etc.), Word, and Outlook.
- Excellent telephone etiquette and ability to write clear and professional formal business communications.
- Exceptional analytical skills, impeccable accuracy with numbers and high attention to detail.
- Strong work ethic and integrity.
- Ability to exercise tact and discretion and to be entrusted with confidential information.
- Exceptional organizational skills with the ability to prioritize and time-manage.
- Ability to work independently as well as within a team with minimal supervision.
- Familiarity with the Salesforce CRM system and/or NetSuite ERP is an asset