Billing Specialist EC

Simera; San Francisco (CA); On-site; USD 65,000 - 95,000; Full time

Job summary

Simera in San Francisco seeks a Billing Specialist to manage invoices, payments, and customer accounts with precision. You will prepare, review, and issue invoices, verify pricing and terms, and maintain accurate billing records.

The role requires strong numerical and analytical skills, expert Excel/Sheets ability, and experience with ERP or billing systems. You’ll collaborate with Accounts Receivable, Finance, and Sales, while ensuring confidentiality and meeting deadlines.

Qualifications

• Experience in billing, invoicing, or A/R
• Attention to detail and accuracy
• Strong numerical and analytical skills
• Proficient with Excel or Google Sheets
• Experience with ERP or financial systems
• Ability to resolve billing discrepancies
• Ability to manage high volumes of invoices
• Proficient communication with customers and teams

Responsibilities

• Prepare, review, and issue customer invoices on time
• Verify pricing, taxes, discounts, and terms
• Process billing adjustments, credits, refunds, and corrections
• Maintain accurate billing records and account information
• Monitor outstanding invoices and balances
• Investigate and resolve invoice discrepancies
• Respond to customer inquiries about invoices and payments
• Coordinate with A/R, Finance, Sales to resolve issues
• Reconcile billing with accounting systems
• Prepare billing reports and aging information
• Support month-end/year-end billing activities
• Identify recurring issues and suggest improvements
• Maintain confidentiality of sensitive data
• Meet billing deadlines with high accuracy

Skills

Billing processes

Invoicing accuracy

Account management

Excel/Sheets

ERP systems

Reconciliation

Time management

Customer service

Data entry

Confidential data

Independent work

Cross-functional collaboration

Tools

ERP software

Billing software

Accounting software

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 of billing, invoicing, and account management processes.
• Excellent attention to detail and accuracy.
• Strong numerical and analytical skills.
• Proficiency with Microsoft 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 in billing, 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.
• Strong Excel or spreadsheet skills.
• Experience investigating and resolving billing discrepancies.
• Ability to manage high volumes of billing transactions while maintaining accuracy.
• Ability to meet strict deadlines and follow established billing procedures.
• Strong computer and digital skills.
• Ability to communicate professionally with customers, vendors, and internal teams.
• Ability to work independently and effectively in a remote environment.
• Reliable internet connection and a suitable setup for remote work.
• Professional, organized, dependable, and detail-oriented attitude.
• English proficiency is required if the position involves working with English-speaking customers, vendors, or teams.

By applying to this position, we'll create your Simera Professional Key (SPK) - a unique key that helps you connect with employers, stand out, and secure the right match.