Billing & Accounts Receivable Specialist

Ideals; Brasil; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A global SaaS company in São Paulo is seeking a Billing & Accounts Receivable Specialist to enhance their high-quality billing service. Responsibilities include creating invoices, ensuring accuracy, and collaborating with cross-functional teams. We prefer candidates with over 2 years of billing experience and proficiency in Portuguese and English. This role offers opportunities for growth in a dynamic environment with a focus on well-being and professional development.

Serviços

Remote-first flexibility

Home workplace budget

Team-building events

Wellness package

Qualificações

• 2+ years of experience in billing or accounting processes.
• 1+ year experience in customer-facing roles.
• Proficiency in Portuguese and at least B2 level in English.

Responsabilidades

• Create invoices and issue Nota Fiscal.
• Ensure accuracy in automated invoices.
• Conduct monthly billing reconciliations.

Conhecimentos

Billing knowledge

Customer communication

Attention to detail

Analytical skills

Formação académica

Bachelor’s degree in finance or accounting

Ferramentas

NFS-e

Microsoft Office

Descrição da oferta de emprego

Get to know us

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by more than 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours:

Ideals Virtual Data Room: A web-based cloud platform used by companies in a wide range of industries to ensure secure confidential document sharing for online due diligence, fundraising transactions, corporate reporting, licensing, clinical trials, and other business goals.

Ideals Board: A cloud platform with web and mobile applications used by board members, CEOs, executives, and corporate secretaries to streamline governance and improve high-stake decisions in a fast, secure, and compliant way.

The role

As our business expands globally with a growing number of clients in the Americas, we are looking for a Billing & Accounts Receivable Specialist to join our team in São Paulo. In this role, your main objective will be to provide high-quality billing service by monitoring timely and correct invoicing, as well as timely and effective communication with clients.

You will collaborate with Finance, Sales, and Customer Support teams and report to our global Head of Billing & Accounts Receivable. This is an excellent opportunity to grow your expertise on a global scale in a mature yet dynamic tech company.

What you will do

• Create invoices following standard procedures, and issue Nota Fiscal
• Perform quality control on automatically generated invoices, verifying data accuracy and completeness
• Conduct monthly billing reconciliation between ERP system invoices and local Nota Fiscal
• Collaborate with cross-functional teams (Finance, Sales, Customer Support) on contract terms, payments, client requests, and reporting
• Monitor customer responses, manage calls, emails and incoming requests from clients from the assigned territory (Southern and North America), respond promptly and provide customer feedback
• Maintain ongoing communication and monitor the portfolio of debtors from South America

What you bring

• 2+ years of Billing or other accounting process handling experience is preferable
• 1+ year experience in leading customer-facing organizations
• Experience with local invoicing systems (NFS-e)
• Native Portuguese and at least B2 English proficiency
• Strong analytical and systems skills with high attention to detail
• Excellent organizational skills to manage multiple tasks efficiently
• Proficiency in Microsoft Office suite
• Good knowledge of business communication standards

Nice to have

• Experience in a B2B SaaS environment
• Bachelor’s degree, preferably in finance and accounting

Our assessment process

• Screening call with the Talent Acquisition Specialist (~40 mins)
• Test task (~2 hours)
• Competency-based interview with the Talent Acquisition Specialist (90 mins)
• Hiring Manager interview (60 mins)

What we offer

We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.

For your best work

• Remote-first flexibility to shape your ideal workday

• Home workplace budget

• Co-working expense coverage

• Individual IT budget for extra equipment

• Top-tier tech and AI-powered tools

For your growth

• Access to Ideals Academy with numerous courses

• Investment in external learning and development activities

• Guidance in Personal Development Plan creation

• Professional literature and subscriptions coverage

• Support of your passion as a speaker or writer

• Internal talent mobility opportunities

For your well-being

• Tailored Wellness Package for your physical and mental health

• Wellhub membership with access to numerous sports activities

• Funding for sports competitions

• Health-related time-off

Extra perks

• Team-building offline and online events

• Budget for local gatherings in global locations

• Generous internal referral program

Our culture

Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we are able to create a team where talents feel at ease and are able to work to the best of their abilities.

Discover more

Ideals is an equal opportunity employer

Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.