Billing Specialist MX

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

Job summary

Simera is seeking a highly organized Billing Specialist in San Francisco to manage invoicing, payments, and customer accounts with accuracy and professionalism. The role requires strong numerical skills, attention to detail, and the ability to resolve billing issues while coordinating with cross-functional teams.

Responsibilities include issuing invoices, verifying terms, processing adjustments, and maintaining records.

Qualifications

• Experience in billing, invoicing, and accounts receivable roles.
• Proficiency with Excel or Google Sheets for data entry and reporting.
• Strong numerical accuracy and attention to detail.

Responsibilities

• Prepare, review, and issue customer invoices accurately and on time.
• Verify billing information, pricing, 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 and customer balances; follow up as needed.
• Investigate and resolve billing discrepancies and invoice-related issues.
• Respond to customer inquiries regarding invoices, charges, payments, and 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 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.
• Identify recurring billing issues and suggest process improvements.
• Maintain confidentiality of customer and financial information.

Skills

Billing processes

Invoices

Accounts receivable

Excel/Sheets

Numerical skills

Attention to detail

Customer service

Data entry

Time management

Cross-functional collaboration

Tools

ERP systems

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 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.