• Billing Specialist

    Job Locations US-TX-Austin
    Finance and Accounting
  • Overview

    Planview is seeking an experienced Billing Specialist to join our Billing Team! The Billing Specialist reports to the Manager of Billing and Order Management and is critical to the Order-to-Cash cycle. In this position, you’re responsible for preparing accurate customer invoices, credit memos and processing cancellations/terminations. The position requires the ability to interpret orders and convert data into accurate invoices for customers. You’ll interact heavily with customers, Sales, Collections, Accounting and other internal customers. Join our growing company and make an immediate difference to our Billing and Order Management team!


    • Accurately & efficiently enter billings timely that are received through a work queue 
    • Partner with the Order Management team to ensure proper customer billings
    • Process requests for address changes, billing account changes, account terminations, and all other invoice related activities
    • Review and validate that invoices are processed and entered timely into client web portals, as needed
    • Research and identify root cause of billing issue, adjustments and other billing related issues
    • Provide excellent customer service skills to both external and internal customers
    • Ensure compliance with control objectives
    • Maintain documentation of billing policies, procedures, methods, and guidelines
    • Partner with collections to ensure timely receipt of payments


    • Bachelor’s degree in accounting, finance, or a related field preferred
    • 5+ years billing experience
    • Experience with software contracts for a large SaaS customer base preferred
    • Proficiency with NetSuite and Microsoft Office Suite
    • Excellent verbal and written communication skills
    • Excellent organizational, analytical and problem-solving skills
    • Ability to operate independently and prioritize work in a fast-paced environment.
    • Ability to work and interact effectively in a team environment
    • Ability to translate and analyze data into value-added reports

    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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