Billing Specialist PE

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

Job summary

Simera-Talent seeks a meticulous Billing Specialist to manage invoicing, payments, and customer records with accuracy. You will verify pricing, taxes, and terms, process adjustments, and maintain organized billing documentation while collaborating with AR, Finance, and Sales teams.

The role emphasizes attention to detail, data integrity, and timely billing, with responsibilities spanning month- and year-end activities and internal audits support.

Qualifications

• Experience in billing, invoicing, accounts receivable, or similar roles.
• Experience preparing and processing customer invoices and maintaining records.
• Strong Excel or spreadsheet skills and ability to reconcile data.
• Proven ability to meet deadlines and follow established billing procedures.

Responsibilities

• Prepare, review, and issue customer invoices on time.
• Verify pricing, taxes, terms, and discounts on invoices.
• Process adjustments, credits, refunds, and account corrections.
• Maintain accurate customer billing records and account information.
• Monitor outstanding invoices and customer balances; resolve discrepancies.
• Respond to inquiries regarding invoices, charges, and payments.
• Coordinate with AR, Finance, Sales, and other teams to resolve issues.
• Reconcile billing records with accounting systems; prepare aging reports.
• Assist with month-end and year-end billing activities.
• Support audits with billing documentation; identify recurring issues.

Skills

Billing processes

Invoicing

AR management

Excel/Sheets

Data entry

Customer service

Communication

Remote collaboration

Time management

Attention to detail

Tools

ERP systems

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.
• 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.