Accounts and Billing Specialist

1 month, 4 weeks ago
Full-time
Mid Level
Finance and Accounting
Workato

Workato

Workato is the Enterprise Automation Platform that enables seamless integration and automation of workflows for both business and IT teams, utilizing AI-powered technology for efficient outcomes.

IT Services
251-1K
Founded 2013
$415M raised

Description

  • Respond to accounts and billing tickets and inquiries from multiple departments.
  • Support account provisioning, upgrades, and churn processing in coordination with Sales and Implementation teams.
  • Book deals by conducting deal-closing walkthroughs, analyzing order forms, and ensuring accurate month-end and quarter-end closes.
  • Manage invoicing and billing tools, including special invoicing requests and sales tax processing.
  • Process renewals and maintain related reports in coordination with Sales and Customer Success teams.
  • Ensure timely collections across APJ, EMEA, and USA, including follow-up and escalation across multiple payment methods.
  • Register and manage vendor websites and complete vendor and finance-related forms.
  • Update and maintain finance resources, materials, and documentation.
  • Generate reports for the finance team and maintain clean records across accounting systems.
  • Coordinate with AP Team and Business Technology Team on requests, clarifications, and new system evaluations.

Requirements

  • Bachelor's degree in Business, Finance, or a related field.
  • 3+ years of experience in Accounts Receivable operations.
  • Strong understanding of AR operations, Order to Cash (O2C) processes, and month-end close activities.
  • Advanced proficiency in Microsoft Excel and Google Workspace tools.
  • Experience with ERP systems such as NetSuite, Coupa, or similar platforms.
  • Experience working in a SaaS or iPaaS company is a plus.
  • Exposure to AI-enabled finance operations, intelligent workflow automation, or digital transformation projects.
  • Strong attention to detail and analytical skills.
  • Excellent collaboration, communication, time management, and organizational skills.
  • Amenable to weekend work when needed and holiday shifting.

Benefits

  • Flexible, trust-oriented culture with strong ownership.
  • Focus on balancing productivity with self-care.
  • Vibrant and dynamic work environment.
  • Multitude of employee benefits.
  • Remote-friendly recognition, including being ranked #1 best company for remote workers.

Interested in this position?

Apply directly on the company website

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