Billing Supervisor

Finance and Accounting


Planview is seeking a Billing Supervisor to provide leadership to 4+ employees in the Billings and Accounts Receivable Group whose primary function is the accurate and timely delivery of invoices to customers. The Supervisor is responsible for designing, implementing and enforcing policies and procedures, as well as streamlining effective billing processes across multiple markets.  Since this is a working supervisory position, the manager will be required to maintain a high performing team as well as perform complex functions with customers such as billing research and invoice reconciliation. This position is highly visible and requires a strong leader with the ability to prioritize, plan, and direct the department.


  • Oversee and streamline billing processes
  • Plan and implement quality assurance for all processes
  • Play a lead role in the efforts to simplify and improve billing automation in the areas of billing production, presentation and consolidation.
  • Manage and ensure compliance with control objectives
  • Develop and prepare reports and metrics and utilize to improve performance
  • Support internal and external customers
  • Maintain documentation of billing policies, procedures, methods, and guidelines
  • Perform daily activities of billing and auditing of assigned claims
  • Reconcile billings with the accounts received ledger
  • Review and validate that invoices are processed and entered into client web portals
  • Partner with collections to ensure payments are received


  • Bachelor’s degree in accounting, finance, or a related field
  • Ability to work in a dynamic, high growth company environment with a get it done, positive attitude.
  • Customer Service Allstar
  • Ability to work and interact effectively in a team environment, with the ability to manage through influence and collaboration.
  • 5+ years in an enterprise billing and collections, or similar environment
  • 2+ years of supervising direct reports and building high performing teams
  • Experience with software contracts for a large SaaS customer base
  • Excellent analytical and problem-solving skills
  • Attention to detail and accuracy
  • Ability to translate and analyze data into reports
  • Very clear, concise and persuasive written and verbal communication skills
  • Proficiency with NetSuite and Microsoft Office Suite
  • Salesforce experience a plus

Great Benefits and Fun Perks

  • We offer highly competitive benefits packages for every lifestyle.
  • No one likes working in a box, right? That’s why we’ve built some fun, open work environments with optional standing desks, game rooms, unlimited snacks, soft drinks, and gourmet coffee machines. Oh, and a tasty cereal bar and fresh fruit to get your day going!
  • We believe in regular fun office events and monthly happy hours!
  • We offer weekly onsite yoga classes, chiropractor visits and car wash services.
  • We’re in a brand new office building with garage parking and shaded courtyards with outdoor gas grills and seating, just in case you want to grab some sun during lunch.
  • We host daily food trucks!
  • And because we believe in community involvement, we’re also active participants of a variety of causes, including a Planview MS150 riding team, Heartwalk, Central Texas Food Bank, Salvation Army Angel Tree and more!

Planview is an Equal Opportunity/Affirmative Action Employer


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