All roles at JumpCloud are Remote unless otherwise specified in the Job Description.
About JumpCloud
JumpCloud® delivers a unified open directory platform that makes it easy to securely manage identities, devices, and access across your organization. With JumpCloud®, IT teams and MSPs enable users to work securely from anywhere and manage their Windows, Apple, Linux, and Android devices from a single platform. JumpCloud® is IT Simplified.
About the Role:
The Sr. Billing & Collections Specialist reports to the Credit & Collections Manager and is responsible for assisting with a variety of revenue and accounts receivable related tasks, including reviewing sales contracts, day-to-day billing activities, client communications and collections. This advanced role performs billing and collection related tasks in an accurate, timely and efficient manner and is able to shift gears and manage multiple responsibilities in an ever-evolving fast paced environment. Additionally, the Sr. Billing & Collections Specialist is responsible for processing billing and managing a collections portfolio of MSP/Partner Tier 1 & Tier 2 Accounts, serves as the lead trainer for new hires and backup support for Direct and Partner accounts, assists teams with answering billing and collection related questions, assist with suspension file, monitors slack related channels, month-end closing duties, and ad hoc projects within their designated time zone.
The ideal candidate can communicate clearly and concisely with internal teams and customers, understand their inquiries, and provide timely, courteous and helpful responses. Working with our growing finance team in the US, India, Mexico and around the globe, the ideal candidate will work well in a team environment as well as independently.
In this role, you will:
- Manage an MSP/Partner collections portfolio for Tiers 1 & 2 and ensure timely collection of outstanding payments.
- Contact customers via phone and email regarding overdue invoices, resolve payment disputes, answer contract/billing questions, and negotiate payment plans.
- Monitor and maintain accurate records of collections activities and customer interactions.
- Maintain Aging Report with update status report and notify management and internal teams of critical accounts.
- Dispute resolution, billing adjustments and interaction with the internal teams to resolve issues.
- Posts daily customer payments by recording cash, checks, and credit card transactions.
- Respond to customer inquiries using ticketing system regarding billing questions and discrepancies and provide clear written or verbal communication to resolve the issue
- Set up new and renewal customer orders in Salesforce and properly document contract terms to be used for billing purposes
- Assist in manual billing arrangements, including any new arrangements or reporting requirements due to new and evolving business models
- Identify any issues that arise from inaccurate orders and escalate to the revenue team for their review
- Assist with submission of invoices, process credit memos and refunds to customers as needed
- Resolve NetSuite Cases
- Review and process Cancellations
- Generate monthly suspense reports and complete other assigned projects
- Complete month-end and closing duties
- Effectively communicate with the Sales, Operations, and Finance teams
- Proactively work between the two teams billing and collections to suffice daily business needs
- Create Monthly Suspension File as needed
- Maintain daily performance standards as outlined by KPIs
- Other ad hoc projects as assigned
You Have:
- Bachelor’s Degree in Accounting/Finance or related field
- 5+ years’ experience in billing or collections can substitute for educational requirement
- Experience with NetSuite and/or Salesforce CPQ a plus
- Partner Billing / Collections portfolio experience, with high invoice volume and documented successes
- Vendor portal experience a plus
- Intermediate to Advanced Excel skills
- Strong analytical skills and ability to problem solve, both from a billing process and systems perspective
- Strong analytical, organizational, verbal and written communications, and interpersonal skills
- Self-motivated with the ability to multi-task and work in a dynamic fast-paced environment
- Enthusiastic attitude and willingness to jump in and help out as needed
- Flexibility and adaptability to navigate frequent changes and build and improve processes in a fast growing company
- Availability to work a regular schedule of 8am - 5pm, with the flexibility to extend hours during critical times such as month-end, quarter-end, and year-end periods
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Where you’ll be working/Location:
JumpCloud® is committed to being Remote First, meaning that you are able to work remotely within the country noted in the Job Description.
This role is remote in the country of Mexico. You must be located in and authorized to work in Mexico to be considered for this role.
Language:
JumpCloud® has teams in 15+ countries around the world and conducts our internal business in English. The interview and any additional screening process will take place primarily in English. To be considered for a role at JumpCloud®, you will be required to speak and write in English fluently. Any additional language requirements will be included in the details of the job description.
Why JumpCloud®?
If you thrive working in a fast, SaaS-based environment and you are passionate about solving challenging technical problems, we look forward to hearing from you! JumpCloud® is an incredible place to share and grow your expertise! You’ll work with amazing talent across each department who are passionate about our mission. We’re out of the box thinkers, so your unique ideas and approaches for conceiving a product and/or feature will be welcome. You’ll have a voice in the organization as you work with a seasoned executive team, a supportive board and in a proven market that our customers are excited about.
One of JumpCloud®'s three core values is to “Build Connections.” To us that means creating " human connection with each other regardless of our backgrounds, orientations, geographies, religions, languages, gender, race, etc. We care deeply about the people that we work with and want to see everyone succeed." - Rajat Bhargava, CEO
Please submit your résumé and brief explanation about yourself and why you would be a good fit for JumpCloud®. Please note JumpCloud® is not accepting third party resumes at this time.
JumpCloud® is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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Last updated on Oct 8, 2024