Billing Specialist

Laserfiche; Long Beach (CA); Hybrid; USD 46,000 - 63,000; Full time

Benefits offered by this job

Vacation days

Floating holidays

Volunteer days

Paid holidays

Free parking with EV charging

401(k) match

Job summary

Laserfiche is seeking a detail-oriented Billing Specialist to support end-to-end quote-to-order and billing processes for our SaaS products and services. The role collaborates with Sales, Finance, and internal teams to ensure accurate, timely, and compliant processing of customer and partner transactions.

The hybrid role requires three in-office days in Long Beach, CA (Tue–Thu) with remote Mondays and Fridays; travel is not required.

Qualifications

• Billing across SaaS and software offerings with various transaction types.
• Knowledge of billing platforms incl. Zuora; Salesforce experience preferred.
• Strong written and verbal communication; able to work in hybrid environment.
• Detail-oriented with accounting basics and Excel proficiency.
• At least three years SaaS Billing/A/P or A/R experience.

Responsibilities

• Review quotes and convert to orders for channel and direct accounts.
• Provide new and amended quotes for channel and direct customers.
• Process subscription, support, one-time software, and services quotes-to-orders end-to-end.
• Work with Salesforce, Zuora Billing/CPQx, OMS, Helpdesk, and other systems.
• Validate partner agreements, usage reports, and customer relationships.
• Back-up renewal and international teams as needed.
• Apply price adjustments and discounts with approvals.
• Communicate with customers and partners via email.
• Assist with reporting and analytics for going concern accounts.
• Flexibility to support Ireland and Hong Kong offices.

Skills

Billing expertise

Hybrid work

Communication skills

Analytical skills

Detail oriented

Excel proficiency

Independent worker

Problem solving

System adoption

Time management

Education

Associates degree in Accounting/Finance/Business Administration

Bachelor’s degree preferred

Tools

Zuora Billing

Zuora CPQx

Salesforce

OMS

Helpdesk

Support Site

ACS

Job description

Laserfiche is seeking a detail-oriented Billing Specialist to support the end-to-end quote-to-order and billing processes for our SaaS-based products and services. This role is responsible for the operational execution of billing, order management, and contract-related activities across subscription, support, professional services, and perpetual software offerings.

The Billing Specialist partners closely with Sales, Finance, and other internal teams to ensure accurate, timely, and compliant processing of customer and partner transactions. This role supports both direct customers and channel partners and serves as a key contributor to operational excellence within Global Billing Operations.

Location:

• Hybrid: Three days per week (Tuesday, Wednesday and Thursday) in-office in Long Beach, CA
• Remote work from home on Mondays and Fridays

About the Role - Key Responsibilities:

• Review and convert quotes to orders for customer confirmation for both channel and direct accounts
• Provide new and amendment quotes for all channel and direct customers
• Manage the daily processing of subscription, support, one-time software, and professional services quote to order end-to-end processing
• Work in various billing, CRM, CPQ, channel portal, and licensing systems (e.g. Salesforce, Zuora Billing, Zuora CPQx , Helpdesk, Support Site, ACS, OMS)
• Validate and track compliance with partner agreements, usage reports, and customer to partner relationships
• Back-up renewal and international teams as needed
• Apply price adjustments and/or discounts as requested and approved by Finance, Sales Leadership or Deal Desk
• Communicate with customers and partners via email
• Attend weekly and monthly meetings to discuss open items, customer account concerns, collections, or system issues
• Assist with cross-training or new employee training as the need arises.
• Work with A/R team to assist with reporting and analytics for going concern accounts
• Flexibility to work international hours to support Ireland office and Hong Kong office, as needed
• Proactively identify and communicate ways to improve internal billing operations and order management systems by reporting issues and making suggestions to the Global Billing Operations, Senior Manager
• Other duties as assigned

About You - Essential Qualifications:

• Fully knowledgeable and confident in managing all billing responsibilities, policies and procedures, including understanding basic accounting rules and regulations and the policies and procedures of the finance department.
• Fully capable of processing billing of new sales and amendments for the following transactions:
  • One-Time Software Purchases of Perpetual Licenses
  • Self-Hosted Subscription Systems
  • SaaS Cloud Subscriptions
  • LSSP Support Plans
  • New, System Exchanges, Services (Used-based consumption), Amendments (Expansions and Downgrades), and back up Renewals
  • System and SKU migrations
  • SP Transfers and Terminations
• Fully knowledgeable and confident in all billing platforms, to include Zuora Billing, Zuora CPQx , OMS, Helpdesk, Support Site, ACS, and Salesforce
• Salesforce, Zuora CPQx and Zuora Billing experience highly preferred
• Adept at picking up new systems quickly
• Strong written and verbal communication skills
• Able to work effectively in hybrid environment
• Self-motivated and proven ability to work independently
• Strong conflict resolution with regards to customer and partner billing issues/concerns
• Analytical skills and excellent problem-solving skills a must
• Must be detail oriented with ability to prioritize and organize efficiently
• Understanding of accounting software basics, and proficiency in Microsoft Office, specifically Excel, required
• Associates Degree in Accounting , Finance, Business Administration or Sales Communications desired; Bachelor’s degree preferred or equivalent experience
• At least three years of SaaS Billing, A/P or A/R experience

The salary range varies, and pay is based on several factors including but not limited to education, certifications (if applicable), candidate’s geographic region, job-related knowledge, skills and years of experience amongst other factors.

• $33.66 - $45.68 per hour

Perks & Benefits at a Glance

• Generous time off:
  • 15 Days of Vacation
  • 3 Floating Holidays
  • 2 Paid Volunteer Days
  • 9 Paid Holidays
• Free Parking: covered and EV charging stations
• Various 401 (k) Investment Options and Generous Company Match
• HMO and PPO Medical Care Options

Applicants must be authorized to work for Laserfiche in the United States on a full-time basis without the need for employer sponsorship. We are unable to sponsor new employment visas, or take over sponsorship of existing employment visas, at this time.

About Us

Laserfiche is a global leader in intelligent document management and business process automation, dedicated to helping organizations drive digital transformation. Headquartered in Long Beach, California, Laserfiche empowers businesses of all sizes—from dynamic startups to Fortune 500 enterprises—to accelerate productivity, improve collaboration, and deliver exceptional customer experiences.

Through scalable workflows, customizable digital forms, and AI-powered automation, the Laserfiche platform enables teams to simplify complex processes and operate with greater efficiency. Our no-code solutions empower employees to innovate, adapt quickly, and make data-driven decisions that move their organizations forward.

With a strong global presence and offices across North America, Europe, and Asia, Laserfiche is recognized for its commitment to innovation, quality, and customer success. Our people-first culture fosters professional growth, continuous learning, and collaboration—making Laserfiche a place where talented individuals can shape the future of digital enterprise technology.

Laserfiche complies with all Equal Opportunity and Affi… (text trimmed due to lack of full content) Laserfiche makes all employment decisions – such as recruiting, hiring, training, promotion, compensation, professional development practices, discipline and termination – without regard to race, religion, color, national origin, ancestry, citizenship, sex, pregnancy, age, creed, physical or mental disability, medical condition, genetic characteristic, marital status, veteran status, gender identity/expression, sexual orientation or any other characteristic protected by law, except as may be permitted by law.

Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, and the Los Angeles Fair Chance Initiative for Hiring Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.