Billing Specialist

SOCi; Canada; On-site; CAD 54,000 - 72,000; Full time

Job summary

SOCi is seeking a Billing Specialist in Canada to manage day‑to‑day billing operations in a fast‑paced SaaS environment. You will generate and review invoices for various contract types, upload them to customer portals, and handle credits and cancellations with proper documentation.

You will collaborate with Accounting, Customer Success, AR, and Sales to ensure accurate billing, timely communication, and reliable financial records in a dynamic team setting.

Qualifications

• 2+ years in Billing, Accounting, or related financial ops, SaaS preferred.
• Strong attention to detail with high accuracy on large transaction volumes.
• Familiar with SaaS contracts, recurring revenue, and subscription billing.
• Excellent communication and customer service skills.
• Proficient in Excel (PivotTables, VLOOKUPs).
• Collaborates across Accounting, Customer Success, AR, and Sales.
• Understanding basic accounting principles and billing best practices.
• Experience with Maxio, Salesforce, or NetSuite preferred.
• Ability to manage competing priorities in a deadline-driven environment.
• Experience with customer portals, invoice uploads, credential management.

Responsibilities

• Invoice Preparation & Processing: generate and review invoices for new, recurring, and adjusted contracts; upload to portals.
• Billing adjustments, credits, and cancellations with supporting docs.
• Monitor billing schedules to ensure on-time invoices reflecting pricing and terms.
• Customer Communication & Support: primary contact for billing inquiries; respond promptly.
• System Management & Documentation: use Maxio, SFDC, NetSuite; maintain records for audits.
• Internal Collaboration: verify contract terms with CS, Sales, AR, Revenue before invoicing.
• Reporting & Analysis: billing summaries, exception reports, Excel data maintenance.

Skills

Attention to detail

Cross-department collaboration

Communication skills

Billing knowledge (SaaS)

Problem solving

Prioritization

Education

Associate or Bachelor’s degree in Accounting, Finance, or related field

Tools

Maxio

Salesforce

NetSuite

Excel

Job description

• The Billing Specialist is responsible for managing the day-to-day billing operations within a fast paced SaaS environment, ensuring invoices are prepared accurately, processed on schedule, and delivered through the appropriate customer portals
• This role plays a key part in maintaining strong relationships with customers by providing accurate invoices, timely communication, resolving billing inquiries, and supporting the cancellation and credit processes
• The Billing Specialist must demonstrate exceptional attention to detail, strong organizational skills, and a proactive approach to cross-departmental collaboration with Accounting, Customer Success, AR, and Sales teams
• Success in this position is defined by accuracy, responsiveness, and reliability in maintaining the integrity of the company’s billing operations and financial records
• Invoice Preparation & Processing
• Generate and review invoices for new, recurring, and adjusted customer contracts in alignment with company policies
• Upload invoices to customer portals accurately and in accordance with specific customer formatting requirements
• Process billing adjustments, credits, and cancellations with appropriate supporting documentation
• Monitor billing schedules to ensure invoices are issued on time and reflect correct pricing, terms, and usage details
• Customer Communication & Support
• Serve as the primary point of contact for customer billing inquiries and requests for clarification
• Respond promptly and professionally to internal and external questions related to invoices, payment status, and account activity
• Support customer cancellations by verifying final balances, issuing credits as applicable, and confirming final invoice processing
• Provide clear communication regarding billing cycles, changes, or discrepancies to ensure customer satisfaction and transparency
• System Management & Documentation
• Utilize systems including Maxio, Salesforce (SFDC), and NetSuite for contract management, billing creation, and financial reporting
• Maintain organized and accurate billing records to support financial audits and month end close activities
• Ensure documentation is updated and consistent across systems for all billing-related transactions
• Assist with identifying process inefficiencies and contribute to ongoing system and workflow improvements
• Internal Collaboration
• Work closely with Customer Success, Sales, AR, and Revenue teams to verify contract accuracy, pricing terms, and service details prior to invoicing
• Coordinate with the Accounts Receivable team to support payment application, dispute resolution, and collections follow-up
• Communicate proactively with internal stakeholders to ensure billing alignment and proper handling of special requests or escalations
• Participate in team meetings and support billing initiatives and projects as assigned by leadership
• Reporting & Analysis
• Prepare billing summaries and exception reports to track invoice status, cancellations, and outstanding customer requirements
• Maintain and analyze data in Excel, including PivotTables, VLOOKUPs, and reconciliation reports, to ensure billing accuracy and compliance
• Support ad hoc reporting requests for customers as needed

2+ years of experience in Billing, Accounting, or a related financial operations role, preferably in a SaaS or subscription-based businessStrong attention to detail and ability to process large volumes of transactions with accuracyWorking knowledge of SaaS contracts, recurring revenue, and subscription billing modelsExcellent communication and customer service skillsProficiency in Microsoft Excel (including PivotTables and VLOOKUPs)Proven ability to collaborate effectively across multiple departments to ensure billing accuracy and operational efficiencyUnderstanding basic accounting principles and billing best practicesExperience with billing or ERP systems such as Maxio, Salesforce, or NetSuite preferredDemonstrated ability to manage competing priorities in a deadline-driven environmentExperience with customer portals, including invoice uploads and credential managementComfortable in a fast-paced, collaborative SaaS environmentAssociate or Bachelor’s degree in Accounting, Finance, or a related field. Experience may be considered in lieu of degree