Billing Specialist: Precise Invoicing & Data

UG2; San Francisco (CA); On-site; USD 60,000 - 76,000; Full time

Job summary

UG2 is seeking a Billing Coordinator in San Francisco to manage invoicing, data integrity, and billing workflows in a fast-paced environment. The role involves issuing invoices, onboarding clients into Sage Intacct, updating records, and ensuring accuracy across departments.

You will collaborate with operations and other teams to resolve discrepancies, prepare reports, and support month-end closings. Strong numerical, Excel, and communication skills are essential.

Qualifications

• Proven experience as a Billing Specialist or similar role.
• Excellent numerical and data entry skills.
• Strong attention to detail and accuracy.
• Proficiency in using MS Excel.
• Experience with billing software Sage Intacct a plus but not required.
• Effective communication and interpersonal skills.
• Ability to work independently and prioritize tasks.

Responsibilities

• Prepare and issue accurate and timely invoices to clients based on services rendered.
• Insuring accurate and proper customer on-boarding into Sage Intacct.
• Updating customer information as needed.
• Review billing documents for accuracy and completeness, resolving any discrepancies as needed.
• Ensuring all billing is allocated to the proper departments.
• Assist the operations team in all billing requests and issues.
• Investigate and resolve billing discrepancies and errors.
• Communicate with the operations team to answer billing inquiries and resolve payment issues.
• Collaborate with internal teams, to ensure seamless billing processes and clean month end closings.
• Maintain proper documentation of billing activities.
• Generate reports related to billing activities and account receivables.
• Perform special projects delegated from management as needed.

Skills

Numerical skills

Data entry

Attention to detail

MS Excel

Communication

Independent work

Prioritization

Tools

Sage Intacct

Job description

UG2 is seeking a Billing Coordinator in San Francisco to manage invoicing, data integrity, and billing workflows in a fast-paced environment. The role involves issuing invoices, onboarding clients into Sage Intacct, updating records, and ensuring accuracy across departments.

You will collaborate with operations and other teams to resolve discrepancies, prepare reports, and support month-end closings. Strong numerical, Excel, and communication skills are essential.