Offer summary

Qualifications:

1–3 years of experience in billing, accounts receivable, or collections, preferably in an IT environment., Strong analytical skills and attention to detail to resolve discrepancies quickly., Proficiency in Microsoft Excel and accounting software like SAP or QuickBooks; PeopleSoft experience is a plus., High school diploma required; associate’s or bachelor’s degree in accounting, finance, or a related field preferred..

Key responsibilities:

Maintain and update billing systems for accurate invoicing of IT services or products.

Generate and send invoices, ensuring all revenue-generating activities are documented.

Conduct collection calls and emails to follow up on past-due invoices and resolve disputes.

Prepare aging reports and provide updates to management on collections progress and outstanding balances.

Job description

We are looking for an IT Accounts Receivable (A/R) Collection & Billing Specialist who is responsible for managing the billing and collection processes for IT services or products. This role ensures accurate invoicing, timely payment collection, and effective resolution of billing discrepancies, supporting the financial health of the organization.

Key Responsibilities

Maintain and update billing systems to ensure accurate invoicing for IT services or products
Generate and send out invoices, ensuring all revenue-generating activity is properly captured and documented
Review and reconcile billing data, including manual tickets and system entries, to identify and resolve gaps or inconsistencies
Monitor accounts receivable ledgers and ensure all payments are accounted for and properly posted
Conduct collection calls and emails to follow up on past-due invoices, negotiate payment plans, and resolve disputes
Investigate and resolve customer billing disputes and discrepancies, collaborating with internal IT and finance teams as needed
Track, process, and resolve exception billing promptly, maintaining accurate records of all billing and collection activity
Provide guidance and training to IT and field staff on proper billing documentation and procedures
Prepare and review aging reports, escalate delinquent accounts, and minimize financial risk
Use accounting and CRM software to manage accounts receivable and streamline collections processes
Support month-end closing processes and provide regular updates to management on collections progress and outstanding balances
Ensure compliance with company policies, contractual obligations, and industry regulations
Communicate effectively with customers and internal teams to resolve billing or payment-related issues

Required Skills and Qualifications

1–3 years of experience in billing, accounts receivable, or collections, preferably in an IT or technology environment
Strong analytical skills and attention to detail, with the ability to identify and resolve discrepancies quickly
Proficiency in Microsoft Excel and accounting software (e.g., SAP, NetSuite, QuickBooks); experience with PeopleSoft is a plus
Excellent communication and interpersonal skills for interacting with clients and internal teams
Ability to manage multiple priorities in a fast-paced environment and meet deadlines
High school diploma required; associate’s or bachelor’s degree in accounting, finance, or a related field preferred
Customer service experience and a proactive, problem-solving mindset

Desirable Attributes

Experience with IT service billing or software licensing invoicing
Knowledge of industry-specific billing and collection guidelines
Ability to work both independently and collaboratively within a team
Must know Ramp.com, cash flow management, also have a technical background and understand our business and software

Required profile