Generate routine customer invoices accurately and on time in accordance with contractual terms and established billing schedules.

Perform first-level invoice review to support billing accuracy across standard and recurring customer workflows.

Apply customer payments and credits accurately, and help reduce unapplied cash and open reconciling items.

Monitor customer account balances and perform routine collections follow-up on past-due invoices.

Research basic billing issues, payment discrepancies, and account questions, and escalate more complex issues as needed.

Complete client account reconciliations when needed.

Support credit memo processing and account maintenance activities in a timely and accurate manner.

Coordinate with Customer Success, Revenue Accounting, Rev Ops, Data, and other internal partners to resolve billing blockers and obtain support needed for invoicing and collections follow-through.

Review billing outputs against customer-specific rules, support files, and source data to identify inconsistencies before invoices are sent.

Maintain organized documentation of billing support, customer follow-up, and account activity to support auditability and operational continuity.

Identify recurring issues and contribute to process improvements that strengthen billing timeliness, account accuracy, and collections performance.

Complete ad hoc reporting and project requests as assigned.

Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.

1-3 years of experience in billing, accounts receivable, cash application, collections, or a related finance operations role.

Experience working in a high-volume, detail-sensitive environment with recurring deadlines.

Familiarity with invoice generation, reconciliations, payment application, collections support, and issue resolution.

Strong attention to detail and ability to maintain accuracy in manual and exception-based processes.

Solid written and verbal communication skills, including the ability to follow up professionally with customers and collaborate effectively with internal teams.

Strong organizational skills and ability to manage multiple priorities in a dynamic environment.

Intermediate Excel skills and comfort working across spreadsheets and multiple systems.

ERP experience preferred; Workday experience is a plus.