Billing Specialist - AR and Collections (Remote)

What Is Wrike?

Wrike is an enterprise-ready, cloud-based collaborative work management platform for managing cross-functional work at scale that is fully configurable and enables contextual collaboration in a secure environment. Enterprises use Wrike to offer a single digital workplace for all of their departments and teams.

Role and Responsibilities

• Must be ready to support US working hours; 8:30pm IST to 5:30am IST
• Perform account receivables collections and cash payment application in NetSuite
• Make collection calls to recover overdue invoice payments over the telephone or email and escalate per policy
• Communicate and resolve customer account queries by telephone and email
• Document detailed customer account status notes for record and follow up 
• Investigate, substantiate and prepare customer credits and/or bad debt write offs
• Research, review and analyze data related to customer accounts, billing information and purchase contracts
• Set up and register customer account with 3^rd party payment portals such as Ariba or Coupa
• Interact with data team to ensure appropriate reporting of billing and revenue data
• Recommend and help implement improvements to data collection and reporting methodologies in the related billing systems
• Work with cross functional teams (Sale, Support, Finance and Legal) to resolve billing and ordering issues
• Review, validate, and process customer contracts in CPQ/SFDC system.
• Make sure the customer subscription is provisioned according to the signed contract and all the contractual obligations are fulfilled
• Create, check and send invoices according to the rules and regulations, as well as in accordance with the customer requirements.
• Provide support to the Sales, Renewals, Legal, Customer Support, Customer Success and other teams
• Help structuring contracts, find the best solution for the sales team making sure it complies with company guidelines and system rules
• Validate or escalate exceptions and customization requests
• Respond to customer queries
• Assist with customer vendor forms
• Provide coverage and support to the other members of the billing team when required
• Assist in providing support documentations for financial audits
• Other ad-hoc duties as assigned.

Note: This is a contract role which will last 6 months.

Qualification Requirements

• Bachelor’s degree in Business, Finance or Accounting
• 1+ years of relevant experience
• Fluent oral and written communication skills in English
• Excellent customer service and organizational skills, with attention to detail
• Be able to work independently and cross functionally with Finance, Legal, Sales, and Customer Support teams
• Strong customer service, Excel and analytical skills
• Good understanding of basic legal contract structure and revenue recognition concepts is a plus

Tools you will use

• NetSuite/Oracle
• Salesforce CPQ  
• Microsoft Suites (Word & Excel)
• Wrike Management tool
• ZenDesk ticketing system
• RingDNA
  
  

Perks of working at Wrike

• 10 days of National and Festival Holidays per year
• 18 days of paid vacation per year
• 14 days of sick leave with a medical certificate per year
• 5 uncertified sick days per year
• Group Medical Plan: Coverage for employees, spouse, children, and parents/in-laws for Rs 5,00,000
• Personal Accident Insurance: Rs 50,00,000
• Term Life Insurance: Rs 50,00,000
• Up to 26 weeks of paid maternity leave for the first two children
• 4 weeks of paid parental leave
• 2 days off for volunteering with nonprofit charities
• Broadband/Internet Reimbursement: INR 1500 per month
• Night shift allowance
• This position is available remote 

Your recruitment buddy will be Tripti Sachan, Senior Recruiter.

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Last updated on Aug 21, 2024