Accounts & Billing Specialist

2 hours, 19 minutes ago
Full-time
Junior
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.
  • Provision, upgrade, and process churn for customer accounts in coordination with Sales and Implementation teams.
  • Conduct deal-closing walkthroughs, analyze order forms, and ensure timely month-end and quarter-end deal closures.
  • Manage invoicing and billing tools, including special invoicing requests and sales tax processing.
  • Process renewals and related reports in coordination with Sales and Customer Success teams.
  • Ensure timely collections across APJ, EMEA, and USA, including follow-up, escalation, and cadence management.
  • Handle customer payment methods such as ACH, wire, check, and credit card.
  • Register and manage vendor websites and complete vendor and finance-related forms.
  • Update and maintain finance resources, materials, and documentation.
  • Generate finance reports, manage accounting systems, and coordinate with AP and Business Technology teams on requests and clarifications.

Requirements

  • Bachelor’s degree in Business, Finance, or a relevant field.
  • 1-3+ years of experience in accounts receivable operations.
  • Proficiency with computers, accounting software, and Microsoft Excel.
  • Experience working in an IT-related company is a plus.
  • Experience using SaaS billing software is a plus.
  • Experience with Salesforce and NetSuite is a plus.
  • Strong attention to detail and analytical skills.
  • Excellent time management, organizational, collaboration, and communication skills.
  • Ability to work independently while valuing teamwork.
  • Amenable to weekend work when needed and holiday shifting.

Benefits

  • Flexible, trust-oriented work culture with strong ownership.
  • Focus on balancing productivity with self-care.
  • Vibrant and dynamic work environment.
  • A multitude of employee benefits inside and outside of work.
  • Recognized as a remote-friendly employer, including being ranked #1 best company for remote workers by Quartz.

Interested in this position?

Apply directly on the company website

Apply Now

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