Senior Lead – Billing and Disputes

Cielo Projects; Ciudad de México; On-site; MXN 600,000 - 900,000; Full time

Job summary

Velotic is seeking a Senior Lead – Billing and Disputes to manage customer billing disputes from identification through resolution globally. This role interfaces with Accounts Receivable, Billing, Sales, Finance, Tax, and Customer Service to investigate discrepancies and ensure accurate financial records.

The ideal candidate brings strong accounting knowledge, analytical skills, and a customer-service mindset to research complex issues and drive timely resolutions across the enterprise.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• 6+ years of accounting, accounts receivable, billing, or related finance experience.
• Strong understanding of basic accounting principles.
• Experience analyzing invoices, contracts, purchase orders, and account balances.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.

Responsibilities

• Investigate and resolve customer disputes related to invoices, pricing, contracts, credits, payments, and billing terms.
• Review customer contracts, purchase orders, invoices, billing schedules, and supporting documentation to determine the validity of disputes.
• Research discrepancies between contractual terms, customer expectations, and amounts billed.
• Partner with Billing, Revenue Accounting, Sales, Operations, and other departments to resolve disputes efficiently.
• Determine appropriate adjustments, credits, rebills, or other resolutions in accordance with company policies and contractual requirements.
• Prepare and process credit memos, debit memos, billing adjustments, and other accounting transactions as necessary.
• Maintain accurate documentation and supporting evidence for all dispute resolutions.
• Track outstanding disputes and proactively follow up to ensure timely resolution.
• Identify recurring dispute trends and recommend process improvements to reduce future billing issues.
• Ensure dispute resolutions are properly reflected in the company's accounting and billing systems.
• Support month-end and year-end close activities related to accounts receivable and billing.
• Provide documentation and explanations to internal and external auditors when requested.
• Develop and maintain reports and metrics related to dispute volume, aging, resolution time, and financial impact.
• Assist with improving billing processes, controls, and procedures.

Skills

Billing disputes

Analytical thinking

Attention to detail

Communication skills

Accounting concepts

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

ERP systems

Oracle

SAP

Job description

Velotic is a newly-formed independent software company with a pure-play focus on industrial operations. We unite two category-defining portfolios -- ThingWorx and Kepware (formerly part of PTC) and Proficy (formerly part of GE Vernova) -- to transform industrial manufacturing, at scale. With $350M in annual revenue, a global footprint across a range of industries, a legacy customer base, and our intelligent data connectivity systems and AI solutions, we are one of the world's largest independent software companies focused on industrial operations -- here to power the future of manufacturing.

OUR MISSION

Enabling the world's industrial producers to do the right things right—across every shift, every plant, every day. We help manufacturers prosper by equipping them with software-defined, data-driven production systems that elevate quality, accelerate cycle times, improve resilience, and enable sustainable profit growth.

OUR VALUES

How we work matters as much as what we build. We shine brighter, bringing curiosity and energy to ever problem. We build what matters, turning fresh thinking into real impact. We move with pace and purpose, favoring good decisions made quickly. And we win the right way — together, holding ourselves to the highest standards of ethics, integrity, and respect. These values shape how we hire, lead, and hold each other accountable, every day.

Job Description

About the Role

We are seeking a The Senior Lead – Billing and Disputes is responsible for managing customer billing disputes from identification through resolution globally. This role serves as a key liaison between Accounts Receivable, Billing, Sales, Finance, Tax, Customer Service, and other internal teams to investigate discrepancies, determine appropriate resolutions, and ensure accurate financial records.

The ideal candidate has strong knowledge of accounting, is an excellent individual contributor with analytical and problem-solving skills and the ability to research complex billing issues while maintaining a strong customer-service focus.

Key Responsibilities

• Investigate and resolve customer disputes related to invoices, pricing, contracts, credits, payments, and billing terms.
• Review customer contracts, purchase orders, invoices, billing schedules, and supporting documentation to determine the validity of disputes.
• Research discrepancies between contractual terms, customer expectations, and amounts billed.
• Partner with Billing, Revenue Accounting, Sales, Operations, and other departments to resolve disputes efficiently.
• Determine appropriate adjustments, credits, rebills, or other resolutions in accordance with company policies and contractual requirements.
• Prepare and process credit memos, debit memos, billing adjustments, and other accounting transactions as necessary.
• Maintain accurate documentation and supporting evidence for all dispute resolutions.
• Track outstanding disputes and proactively follow up to ensure timely resolution.
• Identify recurring dispute trends and recommend process improvements to reduce future billing issues.
• Ensure dispute resolutions are properly reflected in the company's accounting and billing systems.
• Support month-end and year-end close activities related to accounts receivable and billing.
• Provide documentation and explanations to internal and external auditors when requested.
• Develop and maintain reports and metrics related to dispute volume, aging, resolution time, and financial impact.
• Assist with improving billing processes, controls, and procedures.

Qualifications

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• 6 + years of accounting, accounts receivable, billing, or related finance experience.
• Strong understanding of basic accounting principles.
• Experience analyzing invoices, contracts, purchase orders, and account balances.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple disputes and priorities simultaneously.
• Proficiency with Microsoft Excel and accounting/ERP systems.

Preferred Qualifications

• Experience with complex B2B or enterprise billing.
• Experience working with contractual billing arrangements.
• Experience with ERP systems such as Oracle, SAP, or similar platforms.
• Experience working with SaaS, software, technology, professional services, or other subscription-based businesses.
• Experience developing dispute-aging and accounts-receivable reporting.
• Experience identifying root causes of recurring billing disputes

What Success Looks Like

Success in this position will be measured by the ability to:

• Resolve customer disputes accurately and efficiently.
• Reduce the aging and financial impact of outstanding disputes.
• Ensure adjustments are supported by appropriate documentation and accounting analysis.
• Identify and communicate systemic billing issues.
• Improve the overall accuracy and efficiency of the order-to-cash process.
• Build strong working relationships across Finance, Sales, Operations, and Customer Service

Why This Is A Once-In-A-Career Opportunity

• Lead in a market undergoing significant disruption and growth from cloud migration to edge intelligence to AI-powered industrial automation.
• Join a culture defined by ambition, authenticity, speed, teamwork, and the belief that manufacturing can meaningfully improve the world.
• Competitive benefits, compensation and long-term impact on how the world’s industrial companies operate, automate, and innovate.

Additional Information

Why Join Velotic

Velotic is uniquely positioned at the intersection of industrial operations, advanced connectivity, and AI. Joining now means you can help shape:

Culture & Growth

• Build foundationalsystems, processes, and culture from day one.
• Work within a team defined by ambition, collaboration, authenticity, and speed.
• Influence global operating models and employee experience at scale.
  

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