Billing Operations Manager, Broker Services

OTR Solutions, LLC; Roswell (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life/AD&D Insurance

Short-Term Disability

Pet Insurance

Paid Family Leave

401(k) with Company Match

Generous PTO

Sick/Mental Health Days

Flex Holidays

Company Holidays

Travel Stipend

Leadership Development and Training

Continuing Learning and Professional

Weekly Catered Lunches

Casual Dress Code

Company-Paid Fitness Membership

Volunteer Opportunities

Internal Inclusion programs

Job summary

OTR Solutions, LLC in Roswell, GA is seeking a Billing Operations Manager, Broker Services to lead invoicing, collections, cash application, and AR across multiple product lines. You will own recurring billing, maintain accurate records, and partner with Accounting to resolve billing issues.

The role is the first hire in a growing solutions management team; you will shape processes, implement best practices, and drive improvements in cash flow and reporting while supporting cross-functional

Qualifications

• 7+ years of experience in billing, accounts receivable, or related accounting functions.
• Hands-on experience with a SaaS billing platform including customer setup and recurring invoices.
• Experience supporting contract-based, subscription, or usage-based billing.
• Strong Excel skills including lookups and pivot tables.
• Leadership ability and strong organizational skills.

Responsibilities

• Generate and distribute customer invoices across multiple products and billing schedules.
• Manage recurring billing, customer account setup, and prorated first invoices.
• Monitor accounts receivable aging and follow up on past-due balances.
• Apply customer payments and maintain accurate account records.
• Reconcile bank activity and support month-end close activities.
• Process vendor payments and maintain financial records for assigned product lines.
• Track contract-based billing terms and prepare adjustment invoices when necessary.
• Respond to customer billing inquiries and support vendor setup requests.
• Maintain billing trackers, reporting, and documentation.
• Partner with Accounting and business leaders to resolve billing exceptions and disputes.

Education

Bachelor's degree in Accounting, Finance, or Business

Tools

NetSuite

Job description

Billing Operations Manager, Broker Services

Roswell, GA

OTR Solutions is an innovator in the transportation industry providing a suite of factoring, fuel, and business management focused solutions. We help new and established companies get fast access to the funds they need for daily operations. As a Private Equity backed FinTech company, we are looking to grow our best-in-class financial organization.

OTR has been recognized as a "Top Workplace" by the Atlanta Journal-Constitution since 2016!

We're looking for a detail-oriented Billing Operations Manager, Broker Services to support our Broker Services products, including Peruse, Epay, and OTR Select. This role will be responsible for invoicing, collections, cash application, account reconciliation, and maintaining accurate billing records across multiple product lines. The ideal candidate thrives in a fast-paced environment, enjoys working with financial data, and takes ownership of recurring billing and accounts receivable processes.

This will be the first hire in a fast-growing new solutions management department, with the chance to put your footprint on the organization in a meaningful way.

Responsibilities:

• Generate and distribute customer invoices across multiple products and billing schedules
• Manage recurring billing, customer account setup, and prorated first invoices
• Monitor accounts receivable aging and follow up on past-due balances
• Apply customer payments and maintain accurate account records
• Reconcile bank activity and support month-end close activities
• Process vendor payments and maintain financial records for assigned product lines
• Track contract-based billing terms and prepare adjustment invoices when necessary
• Respond to customer billing inquiries and support vendor setup requests
• Maintain billing trackers, reporting, and documentation
• Partner with Accounting and business leaders to resolve billing exceptions and disputes

What We Look For:

• 7+ years of experience in billing, accounts receivable, collections, or a related accounting function
• Hands-on experience with a SaaS billing platform including customer setup and recurring invoices
• Experience supporting contract-based, subscription, or usage-based billing
• Strong understanding of cash application and account reconciliation processes
• Advanced Excel skills, including lookups and pivot tables
• Leadership ability and proven experience prioritizing time and resources
• Strong attention to detail and organizational skills
• Ability to interpret customer agreements and billing terms
• Excellent written and verbal communication skills

Preferred Qualifications:

• Experience with NetSuite or other ERP systems
• Experience with SaaS or subscription billing
• Degree in Accounting, Finance, Business, or a related field

Perks and Benefits:

OTR provides a competitive, comprehensive compensation package for our full-time employees:

• Eligibility for individual and company bonus programs
• Medical, Dental, Vision, Life/AD&D Insurance, and Short-Term Disability
• Pet Insurance, Paid Family Leave, and Employee Assistance Program
• Fully Paid Maternity Leave
• 401(k) with Company Match
• Generous PTO, Sick/Mental Health Days, Flex Holidays, and Company Holidays
• Travel Stipend to support Work-Life Balance
• Leadership Development and Training Opportunities
• Continuous Learning and Professional Development
• Weekly Catered Lunches and Casual Dress Code
• Company-Paid Fitness Membership
• Volunteer Opportunities with Company-Partnered Charities
• Internal Inclusion programs

OTR’s mission is to create exceptional value for our clients by providing industry leading financing and back-office solutions. Three pillars that are crucial to supporting that mission are outstanding customer service, technology that creates efficiency for ourselves and our customers, and a culture that provides the opportunity for employees to achieve greatness.

OTR Solutions is an Equal Opportunity Employer.