Billing Specialist AE

Simera; San Francisco (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Simera in San Francisco seeks a meticulous Billing Specialist to manage invoicing, payments, and customer records with precision. The role supports Accounts Receivable and Finance, ensuring accuracy and on-time processing.

You will resolve billing discrepancies, prepare reports, and maintain confidentiality while coordinating with Sales and other teams to meet billing deadlines.

Qualifications

• Experience in billing, invoicing, AR, accounting, or a similar role.
• Experience preparing and processing customer invoices.
• Experience using accounting, billing, ERP, or financial management software.

Responsibilities

• Prepare, review, and issue customer invoices on time.
• Verify billing information, pricing, taxes, and payment terms.
• Process billing adjustments, credits, refunds, and corrections as needed.
• Maintain accurate customer billing records and account information.
• Monitor outstanding invoices and customer balances; resolve discrepancies.
• Prepare billing reports, aging information, and summaries for management.
• Assist with month-end and year-end billing activities; support audits.

Skills

Billing & invoicing processes

Attention to detail

Numerical & analytical skills

Excel or Google Sheets

Accounts Receivable

Cross-functional collaboration

Time management

Data entry & record-keeping

Confidential information handling

Independent work and accountability

Tools

Excel

Google Sheets

Job description

We are seeking a highly organized, detail-oriented, and reliable Billing Specialist to manage billing activities and ensure invoices, payments, and customer account information are processed accurately and on time. The ideal candidate will have strong numerical skills, attention to detail, and the ability to resolve billing issues while maintaining professional relationships with customers and internal teams.

Responsibilities

• Prepare, review, and issue customer invoices accurately and on time.
• Verify billing information, pricing, quantities, discounts, taxes, and payment terms.
• Process billing adjustments, credits, refunds, and account corrections as required.
• Maintain accurate customer billing records and account information.
• Monitor outstanding invoices, payment status, and customer account balances.
• Investigate and resolve billing discrepancies and invoice-related issues.
• Respond to customer inquiries regarding invoices, charges, payments, and account balances.
• Coordinate with Accounts Receivable, Finance, Sales, and other teams to resolve billing issues.
• Reconcile billing records with accounting systems and customer accounts.
• Prepare billing reports, summaries, and aging information for management.
• Ensure invoices are processed according to company policies and established procedures.
• Maintain organized billing documentation and supporting records.
• Assist with month-end and year-end billing activities.
• Support audits and financial reviews by providing billing documentation when required.
• Identify recurring billing issues and recommend process improvements.
• Maintain confidentiality when handling customer and financial information.
• Meet billing deadlines while maintaining a high level of accuracy.

Required Skills

• Strong knowledge ofbilling, invoicing, and account management processes.
• Excellent attention to detail and accuracy.
• Strong numerical and analytical skills.
• Proficiency withMicrosoft Excel or Google Sheets.
• Experience using billing, accounting, ERP, or financial management systems.
• Strong reconciliation and problem-solving abilities.
• Excellent organizational and time-management skills.
• Strong customer service and communication skills.
• Ability to investigate and resolve billing discrepancies.
• Ability to manage multiple invoices, accounts, and deadlines simultaneously.
• Strong data entry and record-keeping skills.
• Ability to handle confidential financial and customer information responsibly.
• Ability to work independently and collaborate effectively with cross-functional teams.
• Reliable, organized, and proactive approach to work.

Requirements

• Previous experience inbilling, invoicing, accounts receivable, accounting, finance, or a similar role.
• Experience preparing and processing customer invoices.
• Experience managing billing records, account balances, and payment information.
• Experience using accounting, billing, ERP, or financial management software.