Billing Specialist, Sales Administration & Operations

Sage City; San Jose (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Sage City is seeking a Billing Analyst to support daily billing operations for our SaaS customer base, processing invoices, credits, and adjustments with a focus on accuracy and timely delivery.

You will work in a fast-paced, high-volume environment, collaborating with Sales, Finance, and Operations to ensure correct revenue recognition and reporting. Prioritize SLAs and maintain data integrity across systems.

Qualifications

• 3+ years of experience processing high-value, complex B2B invoices in a recurring revenue or subscription-based environment.
• Experience in high-volume billing operations, including 30–50 invoices and credit memos per day.
• Strong understanding of core accounting principles and revenue recognition concepts.
• Ability to evaluate order activity and its impact on revenue schedules before processing.
• Excellent attention to detail and data integrity.

Responsibilities

• Manage daily billing operations for Sage Intacct customer base, processing ~150 invoices per week and 75–100 credit memos per week.
• Review sales orders to ensure alignment with invoicing terms, schedules, and revenue policies.
• Generate and adjust invoices, apply credits, and track order changes in Salesforce and Sage Intacct.
• Create and maintain complex manual revenue schedules in accordance with contracts.
• Analyze order adjustments to identify downstream impacts on invoicing and revenue plans.
• Respond to invoice-related inquiries from customers and internal teams; uphold SLAs.
• Support monthly close by validating and reconciling billing data.
• Maintain data integrity across Salesforce, Sage Intacct, and billing records.

Skills

Billing expertise

Analytical thinking

Communication skills

Independent worker

Education

Accounting degree or coursework

Tools

Salesforce

Sage Intacct

Excel (Pivot, VLOOKUP)

Job description

Job Description The Billing Analyst will support daily billing operations for Sage Intacct’s SaaS customer base by processing accurate and timely customer invoices, credit memos, and billing adjustments in alignment with contract terms, billing schedules, revenue recognition requirements, and internal controls.This role operates in a high-volume, complex B2B SaaS environment and requires strong attention to detail, sound accounting judgment, and the ability to evaluate how order changes impact invoicing, revenue schedules, and downstream financial reporting. Success in this role will be someone who can work independently, prioritize effectively within defined SLAs, collaborate cross-functionally, and consistently protect data integrity across Salesforce and Sage Intacct.Key Responsibilities Key Accountabilities:• Manage daily billing operations for Sage Intacct’s customer base, including processing approximately 150 invoices per week for new subscriptions, renewals, add-ons, and usage-based services.• Issue approximately 75–100 credit memos per week, applying changes for proration, downgrades, upgrades, cancellations, corrections, or other order adjustments.• Review generated sales orders within Sage Intacct to ensure alignment with invoicing terms, billing schedules, contract details, and revenue recognition policies.• Work directly in Salesforce and Sage Intacct to generate and adjust invoices, apply credits, and track order changes.• Create, maintain, and adjust complex manual revenue schedules in accordance with contract terms, billing rules, accounting principles, and revenue recognition requirements.• Analyze order adjustments, including amendments, renewals, credits, cancellations, usage changes, and corrections, to identify downstream impacts to invoicing and revenue schedules.• Apply sound accounting judgment when reviewing billing and order changes, ensuring revenue schedules are updated accurately and thoughtfully rather than processed as routine transactions.• Identify and resolve billing discrepancies by working with Sales, Finance, Account Managers, Collections, and other internal teams to investigate and respond to invoice-related inquiries.• Respond to high volumes of invoice-related questions from customers and internal stakeholders, including approximately 30+ email inquiries daily.• Uphold internal controls and ensure compliance with company billing policies, audit requirements, and documentation standards.• Meet daily and weekly SLAs across invoice and credit processing queues.• Support monthly close activities by validating, reconciling, and correcting billing data as needed.• Maintain a high level of accuracy and data integrity across Salesforce, Sage Intacct, and related billing records.• Communicate clearly and concisely through email, Salesforce Chatter, and other internal collaboration channels.Skills Required:• 3+ years of experience processing high-value, complex B2B invoices in a recurring revenue or subscription-based environment, ideally in technology, SaaS, or software.• Proven success working in high-volume billing operations, including approximately 30–50 invoices and credit memos per day.• Degree, coursework, or professional background in accounting, with a strong understanding of core accounting principles, revenue recognition concepts, and the relationship between billing activity and financial reporting.• Strong critical thinking and analytical judgment, with the ability to connect order activity to accounting outcomes.• Ability to evaluate order adjustments, including upgrades, downgrades, cancellations, credits, rebills, or term changes, and determine the correct impact to revenue schedules before processing.• Strong attention to detail, with a demonstrated ability to catch errors and validate work before it impacts customers, reporting, or downstream teams.• Ability to work independently while collaborating effectively with others in a fast-paced operational environment.• Clear, concise, and professional communication skills, especially through email and Salesforce Chatter.• Experience resolving invoice-related questions from customers and internal teams, including Sales, Account Managers, Collections, and Finance Operations.• Comfortable working within defined SLAs and able to prioritize work to meet daily, weekly, and month-end deadlines.• Strong organizational skills with the ability to manage competing priorities in a high-volume queue-based environment.Technical / Professional Qualifications:• Strong working knowledge and proficiency with Salesforce.• Hands-on experience with financial systems such as Sage Intacct, NetSuite, or similar software.• Hands-on experience creating, billing, and maintaining complex manual revenue schedules.• Understanding of how billing activity, contract terms, and order changes impact accurate revenue recognition.• Intermediate proficiency with Excel, including pivot tables, VLOOKUPs, and basic macros to support occasional data review or edits when necessary.• Familiarity with B2B SaaS billing, subscription billing, usage-based billing, proration, credits, rebills, and recurring revenue models.• Experience working with billing queues, operational SLAs, internal controls, and audit-supporting documentation.Key Performance Indicators:• Invoice processing accuracy.• Credit memo processing accuracy.• Daily and weekly SLA attainment.• Timely processing of invoice and credit memo queues.• Reduction in billing errors, rework, and downstream corrections.• Accurate creation and maintenance of revenue schedules.• Timely response and resolution of invoice-related inquiries.• Improved billing data integrity across Salesforce and Sage Intacct.• Effective support of monthly close activities.• Positive collaboration with Sales, Finance, Collections, Account Managers, and internal Order Operations partners.