Billing & Revenue Operations Specialist

Santa Clara University Leavey School of Business; Carlisle (IA); Remote; USD 65,000 - 68,000; Full time

Benefits offered by this job

401(k) match

Health, dental, and vision insurance

HSA contribution

Unlimited PTO

Fully remote role

Equipment provided

Job summary

ComplyAuto is seeking a Billing & Revenue Operations Specialist to manage daily billing and accounts receivable, ensuring accurate invoices and correct payment application. You will align customer and contract data between HubSpot and NetSuite, collaborating with Finance, Customer Success, and Sales to resolve issues and improve processes as our SaaS business grows.

The role requires hands-on NetSuite experience, strong analytical skills, and a customer-focused approach to investigate

Qualifications

• Bachelor's degree in accounting, finance, business, or related field.
• 3-5 years of experience in accounts receivable, billing, or general accounting.

Responsibilities

• Manage billing and customer accounts, resolving discrepancies before invoicing.
• Generate accurate invoices reflecting current contract terms and subscription changes.
• Set up and maintain consolidated billing for dealership groups with multiple locations.
• Apply payments across customer accounts and monitor aging to identify risks.
• Maintain alignment between HubSpot and NetSuite for customer & contract records.
• Support month-end close with reconciliations and schedules.
• Identify recurring issues and implement practical process improvements.

Skills

NetSuite experience

HubSpot CRM

Advanced Excel

Analytical skills

Communication skills

Attention to detail

Independent worker

Time management

Multi-location accounts

SaaS billing experience

Education

Bachelor's degree in accounting or finance

Tools

NetSuite

HubSpot

Google Sheets

Microsoft Office

Job description

Do you enjoy digging into financial data, resolving discrepancies, and making complex billing processes run smoothly? ComplyAuto is seeking a Billing & Revenue Operations Specialist to help ensure our customers receive accurate invoices, payments are applied correctly, and the data behind our subscription billing is reliable.

In this role, you'll manage daily billing and accounts receivable activities while keeping customer and contract records aligned between HubSpot and NetSuite. You'll work closely with Finance, Customer Success, and Sales to resolve account issues, support month-end close, and improve processes as our SaaS business grows.

This opportunity is ideal for someone who combines hands-on NetSuite experience, strong analytical skills, and a customer-focused approach with the judgment to investigate discrepancies and drive them to resolution.

About the Opportunity

Do you enjoy digging into financial data, resolving discrepancies, and making complex billing processes run smoothly? ComplyAuto is seeking a Billing & Revenue Operations Specialist to help ensure our customers receive accurate invoices, payments are applied correctly, and the data behind our subscription billing is reliable.

In this role, you'll manage daily billing and accounts receivable activities while keeping customer and contract records aligned between HubSpot and NetSuite. You'll work closely with Finance, Customer Success, and Sales to resolve account issues, support month-end close, and improve processes as our SaaS business grows.

This opportunity is ideal for someone who combines hands-on NetSuite experience, strong analytical skills, and a customer-focused approach with the judgment to investigate discrepancies and drive them to resolution.

What You'll Do

Manage billing and customer accounts

• Review customer contracts, pricing, billing schedules, and dealership locations to determine appropriate billing treatment and resolve discrepancies before invoicing.
• Generate accurate, timely invoices that reflect current contract terms, products, pricing, and subscription changes.
• Set up and maintain consolidated billing for dealership groups with multiple locations.
• Respond to customer questions about invoices, credits, payments, and account adjustments.
• Process credits, adjustments, and write-offs within approved authority, escalating exceptions as needed.

Own accounts receivable activities

• Monitor outstanding balances, follow up on overdue invoices, and maintain clear records of collection efforts.
• Apply ACH, check, and credit card payments accurately across customer accounts.
• Analyze aging reports and payment trends to identify collection risks and recommend actions.
• Partner with Sales and Customer Success to resolve disputed balances and reach unresponsive customers.

Maintain accurate financial and system data

• Verify that new customer contracts transfer correctly into NetSuite before the first invoice.
• Keep customer, dealership group, and location records aligned between HubSpot and NetSuite.
• Record cancellations, reactivations, subscription reductions, and added locations promptly.
• Prepare recurring accounts receivable, payment tracking, and reconciliation reports.
• Support month-end close by reconciling accounts receivable, investigating differences, and preparing supporting schedules and proposed journal entries for review.

Improve processes and support controls

• Identify recurring billing issues, control gaps, and workflow inefficiencies, and recommend practical improvements.
• Provide documentation for audits, tax filings, and compliance reviews.
• Use sound judgment to prioritize account issues, resolve exceptions within delegated authority, and elevate matters based on financial impact and customer circumstances.

What You'll Bring

• Hands-on proficiency with NetSuite.
• Experience using CRM software, specifically HubSpot, and maintaining accurate data between CRM and accounting systems.
• Advanced Excel skills, including lookup functions, PivotTables, conditional formulas, and reconciliation of large datasets.
• Proficiency with Google Sheets and Microsoft Office.
• A solid understanding of accounting fundamentals, full-cycle accounts receivable, and subscription billing workflows.
• Strong analytical skills and the ability to compare financial records with contracts, identify discrepancies, and determine appropriate corrections.
• Clear communication skills and a professional, customer-focused approach.
• Excellent attention to detail, organization, and the ability to meet close and reporting deadlines.
• The ability to work independently, manage competing priorities, and protect confidential financial information.
• Three to five years of experience in accounts receivable, billing, or general accounting.
• Experience in SaaS or recurring subscription billing.
• Experience with cash application, payment posting, and subledger reconciliation.
• Experience supporting multi-location customer accounts or dealership groups.
• Familiarity with automated subscription billing tools.
• A bachelor's degree in accounting, finance, business, or a related field, or an equivalent combination of education, training, and relevant experience.

Work Environment

This is a remote position. Occasional travel may be required for conferences, training, or company events.

Compensation & Benefits

• $65,000 to $68,000 commensurate with experience, skills and geographic location
• 401(k) $1 to $1 match up to 5%
• Medical, dental, and vision insurance; we pay 100% of premiums for employee and family
• HSA contribution for qualifying plans
• Unlimited paid time off and 11 observed holidays
• Full-time remote opportunity, equipment provided

This job description is intended to convey information essential to understanding the scope of the role and is not exhaustive. Duties, responsibilities, and activities may change at any time.

Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. We are unable to sponsor or take over sponsorship of employment visas at this time.

This is a fully remote opportunity, but candidates must reside within the Continental United States. Please note that we are not accepting applications from candidates residing in California, Hawaii, and Alaska for this position.

ComplyAuto is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, age, religion, sexual orientation, national origin, disability, gender identity, genetic information, pregnancy, veteran status or any other protected characteristic as outlined by federal, state, or local laws. Reasonable accommodations are available to enable qualified individuals with disabilities to perform the essential functions of the role. We participate in the E-Verify program.

Background check required.