Order Management & Billing Specialist (Remote) | Southwoods, Binan

Ubiquity; Biñan; Remote; PHP 600,000 - 900,000; 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 proper billing, and address any non-standard terms in collaboration with revenue teams.

The role focuses on accurate revenue recognition, timely customer billing, and continuous improvement of systems and processes within a fast-paced environment.

Qualifications

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

Responsibilities

• Set up and process sales orders and professional services projects using NetSuite and Salesforce.
• Review sales-related agreements to set up proper sales orders, subscriptions, and projects in Suite Billing per policies.
• Identify non-standard contract terms and coordinate with OM team to ensure revenue recognition.
• Resolve inquiries from sales orders and projects and address root causes.
• Collaborate with Sales, Deals Desk, and Collections for accurate customer billing.
• Provide input for system/process improvements.
• Assist in SOX control procedures and audits.
• Support quarterly and annual audit requirements.

Skills

Excel advanced

Education

Bachelor's degree or equivalent

Tools

NetSuite

Salesforce

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 orders 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 terms and collaborate with the OM team lead, manager, and revenue accounting team to ensure appropriate revenue recognition.

• Resolve and track issues/inquiries from sales orders 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 ongoing development and improvement on systems and operational processes.

• Assist Managers in performing internal control procedures to ensure SOX controls.

• Participate in and support yearly audit requests, as applicable, by 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 Time Zone 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