Order Management & Billing Specialist

Tap Growth ai; Taguig; On-site; PHP 391,000 - 670,000; Full time

Job summary

Ubiquity is seeking an Order Management & Billing Specialist to manage Sales Orders and Professional Services projects using NetSuite and Salesforce. You will review contracts, ensure correct revenue recognition, and handle inquiries with a focus on timely, accurate billing.

You will collaborate with Sales, Deals Desk and Collections, support SOX controls, and contribute to continuous process improvements while maintaining dashboards and KPIs across the order management team.

Qualifications

• Bachelor’s degree or equivalent practical experience.
• 2 years of order management, billing, and/or revenue operations experience.
• Experience with NetSuite or other ERP systems (D365, Sage, SAP).
• Experience with Salesforce.
• 2+ years of Excel (VLOOKUPs, pivot tables, formulas).

Responsibilities

• Set up and process Sales Orders and Projects in NetSuite and Salesforce.
• Review agreements to set up Sales Orders, Subscriptions and Projects per policies.
• Coordinate with OM team to ensure proper revenue recognition.
• Resolve issues from Sales Orders and projects and address root causes.
• Collaborate with Sales, Deals Desk and Collections for accurate billing.
• Contribute to system/process improvements and internal controls.

Skills

Customer service

Communication

Detail-oriented

Analytical

Time management

Data mining

Education

Bachelor's degree or equivalent practical experience

Tools

NetSuite

Salesforce

Excel

Microsoft D365

Sage

SAP

Job description

At Ubiquity, we live and breathe our mantra: Head, Heart, Hustle. This isn’t just a philosophy—it’s the foundation of who we are and what we do. As anOrder Management & Billing Specialist,you’llembody this mantra every day, delivering exceptional service with expertise, empathy, and a drive to succeed.

What You’ll Do:

• Responsible for all aspects of setting up and processing Sales Order and Professional Services Projects, using NetSuite and Salesforce.
• Review Sales related agreements to set up the proper Sales Orders, Subscriptions and Projects in Suite Billing consistently with company policies.
• Identify any non-standard contract term and collaborate with the OM team lead, manager and Revenue Accounting team to ensure appropriate revenue recognition.
• Resolve and track issues / inquiries from Sales Order and professional services projects as they arise and address root cause problems.
• Consult with the Sales, Deals Desk and Collections teams for accurate and timely customer billing.
• Provide input for on-going development and improvement on systems and operation processes.
• Assist Managers in performing internal control procedures to ensure SOX controls.
• Participates and supports yearly audit requests as applicable in providing the requested support for any selected transactions.
• Assist the external audit team regarding all quarterly and annual audit requirements
• Responsible for their individual dashboard management in Salesforce and NetSuite.
• Reporting requirements as needed helping drive Key Performance Indicators across the Order Management Team.
• Responsible for monthly and quarterly KPI’s as defined by the OM Manager
• Customer experience metrics and responsibilities including resolving inquiries into transactions, special requests around the transactions and resolving any disputes.

Minimum Qualifications

• Bachelor’s degree or equivalent practical experience
• 2 years of order management, billing, and/or revenue operations experience
• Demonstrated experience with NetSuite or other equivalent ERP Systems (Microsoft D365, Sage, SAP, etc).
• Demonstrated experience with Salesforce
• 2+ years of Excel experience including experience with Vlookups, pivot tables and formulas

Preferred Qualifications

• Ability to work Eastern or Central Timezone Business Hours
• Software as a Service (SaaS) experience
• M&A Integration experience
• NetSuite Billing experience
• Revenue Accounting knowledge or experience
• MS Office software, including Excel, Word, and PowerPoint
• Proven ability to plan, prioritize, work autonomously and be adaptable to changing priorities in a fast-paced environment
• Demonstrated leadership ability with a growth mindset
• Strong oral and written communication skills and customer service skills
• Eagerness to learn and take on challenges in a rapidly growing and dynamic environment
• Team player and self-starter who can independently take ownership to manage assignment tasks
• Detail-oriented with excellent analytical skills for data mining

Why Join Us?

Head:Access to career development programs that help you grow professionally and personally.

Heart:Be part of a people-first culture that values your contributions and supports your aspirations.

Hustle:Thrive in a dynamic, fast-paced environment where your hard work and dedication are celebrated.

At Ubiquity, we’re more than a workplace—we’re a community that’s invested in your success. If you’re ready to make an impact and grow with us, and experience how we bring Head, Heart, and Hustle to life every day.