Billing Specialist PK

Simera; San Francisco (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Simera is seeking a Billing Specialist to manage end-to-end billing processes, ensuring invoices and payments are accurate and timely. The role requires strong numerical skills, attention to detail, and the ability to resolve billing issues while maintaining professional relationships with customers and internal teams.

The ideal candidate will handle invoicing, verify pricing and terms, and coordinate with Accounts Receivable, Finance, and Sales to resolve discrepancies.

Qualifications

• Experience in billing, invoicing, accounts receivable, or similar roles.
• Experience preparing and processing customer invoices.
• Experience using accounting, billing, ERP, or financial management software.
• Strong numerical and analytical skills.

Responsibilities

• Prepare, review, and issue customer invoices on time.
• Verify pricing, taxes, discounts, and payment terms.
• Process adjustments, credits, refunds, and account corrections.
• Maintain accurate billing records and customer data.
• Monitor overdue invoices and balances; follow up as needed.
• Prepare billing reports and aging information for management.

Skills

Billing & Invoicing

Accounts Receivable

Excel/Sheets

Data Analysis

Customer Service

Cross-functional Collaboration

Attention to Detail

Time Management

Problem Solving

Data Entry

Confidentiality

Tools

ERP 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.