Billing Specialist JO

Simera; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Simera seeks a meticulous Billing Specialist to manage invoices, payments, and customer accounts with accuracy and timeliness.

You will verify pricing, process adjustments, and maintain records while collaborating with Accounts Receivable, Finance, and Sales to resolve issues. Strong Excel/Sheets skills and attention to detail are essential for success in this role.

Qualifications

• Minimum experience in billing, invoicing, AR, or related roles.
• Experience preparing and processing customer invoices.
• Experience maintaining billing records and payment information.
• Experience using accounting, billing, ERP, or financial software.

Responsibilities

• Prepare, review, and issue customer invoices on time.
• Verify billing info including pricing, quantities, discounts, taxes, and terms.
• Process billing adjustments, credits, refunds, and corrections.
• Maintain accurate customer billing records and balances.
• Monitor outstanding invoices and payment status.
• Investigate and resolve billing discrepancies.
• Respond to invoice inquiries from customers and internal teams.
• Coordinate with AR, Finance, Sales, and others to resolve issues.
• Reconcile billing records with accounting systems and customer accounts.
• Prepare billing reports, aging information, and summaries for management.
• Ensure invoices follow company policies and procedures.
• Maintain organized billing documentation and supporting records.
• Assist with month-end and year-end billing activities.
• Support audits with billing documentation.

Skills

Billing, invoicing, account management

Attention to detail

Numerical & analytical skills

Excel or Google Sheets

ERP/financial systems experience

Reconciliation/problem-solving

Organization/time management

Customer service & communication

Investigating billing discrepancies

Invoice management

Tools

ERP/financial 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 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.