The Billing Specialist is responsible for managing the day-to-day billing operations within a fast paced SaaS environment, ensuring invoices are prepared accurately, processed on schedule, and delivered through the appropriate customer portalsThis role plays a key part in maintaining strong relationships with customers by providing accurate invoices, timely communication, resolving billing inquiries, and supporting the cancellation and credit processesThe Billing Specialist must demonstrate exceptional attention to detail, strong organizational skills, and a proactive approach to cross-departmental collaboration with Accounting, Customer Success, AR, and Sales teamsSuccess in this position is defined by accuracy, responsiveness, and reliability in maintaining the integrity of the company's billing operations and financial recordsInvoice Preparation & ProcessingGenerate and review invoices for current, recurring, and adjusted customer contracts in alignment with company policiesUpload invoices to customer portals accurately and in accordance with specific customer formatting requirementsProcess billing adjustments, credits, and cancellations with appropriate supporting documentationMonitor billing schedules to ensure invoices are issued on time and reflect correct pricing, terms, and usage detailsCustomer Communication & SupportServe as the primary point of contact for customer billing inquiries and requests for clarificationRespond promptly and professionally to internal and external questions related to invoices, payment status, and account activitySupport customer cancellations by verifying final balances, issuing credits as applicable, and confirming final invoice processingProvide clear communication regarding billing cycles, changes, or discrepancies to ensure customer satisfaction and transparencySystem Management & DocumentationUtilize systems including Maxio, Salesforce (SFDC), and NetSuite for contract management, billing creation,



and financial reportingMaintain organized and accurate billing records to support financial audits and month end close activitiesEnsure documentation is updated and consistent across systems for all billing-related transactionsAssist with identifying process inefficiencies and contribute to ongoing system and workflow improvementsInternal CollaborationWork closely with Customer Success, Sales, AR, and Revenue teams to verify contract accuracy, pricing terms, and service details prior to invoicingCoordinate with the Accounts Receivable team to support payment application, dispute resolution, and collections follow-upCommunicate proactively with internal stakeholders to ensure billing alignment and proper handling of special requests or escalationsParticipate in team meetings and support billing initiatives and projects as assigned by leadershipReporting & AnalysisPrepare billing summaries and exception reports to track invoice status, cancellations, and outstanding customer requirementsMaintain and analyze data in Excel, including PivotTables, VLOOKUPs, and reconciliation reports, to ensure billing accuracy and complianceSupport ad hoc reporting requests for customers as needed2+ years of experience in Billing, Accounting, or a related financial operations role, preferably in a SaaS or subscription-based businessStrong attention to detail and ability to process large volumes of transactions with accuracyWorking knowledge of SaaS contracts, recurring revenue, and subscription billing modelsExcellent communication and customer service skillsProficiency in Microsoft Excel (including PivotTables and VLOOKUPs)Proven ability to collaborate effectively across multiple departments to ensure billing accuracy and operational efficiencyUnderstanding basic accounting principles and billing best practicesExperience with billing or ERP systems such as Maxio, Salesforce, or NetSuite preferredDemonstrated ability to manage competing priorities in a deadline-driven environmentExperience with customer portals, including invoice uploads and credential managementComfortable in a fast-paced, collaborative SaaS environmentAssociate or Bachelor's degree in Accounting, Finance, or a related field. Experience may be considered in lieu of degree

📌 Billing Specialist (Ottawa)
🏢 SOCi
📍 Ottawa