Customer Billing & Contracts Specialist

LevelBlue, LLC.; Northern (KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer matching

Generous paid time off and holidays

Flexible spending accounts and health;

Employee assistance programs

Training and development opportunities

Adoption assistance program

Job summary

LevelBlue, LLC seeks a Customer Billing Specialist to join our Accounting & Finance Team. You will review orders, ensure terms align with contracts, and manage monthly invoicing while collaborating with Sales, Delivery, and Customer Success to optimize billing outcomes.

The ideal candidate has 3–5 years in order/contract billing, strong Excel and CRM/ERP experience, and a proven ability to deliver accurate, timely invoices.

Qualifications

• 3 to 5 years of order/contract support and billing experience.
• Excellent verbal and written communication skills and commitment to excellent customer service and collaboration.
• High degree of accuracy and attention to detail.
• Salesforce or other Customer Relationship Management (CRM) system experience.
• NetSuite or other ERP system experience.
• Proficiency in Microsoft Suite products - advanced Excel knowledge required.

Responsibilities

• Review all Closed opportunities ensuring we have proper governing documentation and accepted Terms and Conditions.
• Validate that all terms and conditions are consistent between the Quote, Customer Purchase Order, and Statements of Work / MSA / MTC.
• Insert additional Terms and Conditions into Order Contract as needed.
• Review and approve all order opportunities for fulfillment.
• Partner with delivery teams to validate service delivery dates to bill per the terms and conditions of the governing contract.
• Responsible for managing all order changes as required.
• Ensure accounts are set up properly among the various systems to align with the billing procedures.
• Ensure all account documentation is properly in place prior to billing commencement.
• Complete all monthly invoicing of assigned services including delivery to clients.
• Process Service Credits
• Assist Accounts Receivable with cash application and collections activities
• Assist with financial audits
• Build excellent relationships with customers and various departments within the Company
• Respond to contract and order related inquiries from customers and other departments
• Test all system upgrades, enhancements, and break fixes.
• Cross train on the various functions and responsibilities within the team to assist with workload balance in peak time, as needed, and to serve as backups to each other.
• Ensure all processes are scalable and efficient and improve where needed

Skills

Order/Contract support

Billing

CRM systems

NetSuite

ERP systems

Excel (Advanced)

Attention to detail

Communication skills

Education

Bachelor’s Degree in Accounting or Finance

Tools

Salesforce

NetSuite

Microsoft Excel

ERP software

Job description

LevelBlue, LLC seeks a Customer Billing Specialist to join our Accounting & Finance Team. You will review orders, ensure terms align with contracts, and manage monthly invoicing while collaborating with Sales, Delivery, and Customer Success to optimize billing outcomes.

The ideal candidate has 3–5 years in order/contract billing, strong Excel and CRM/ERP experience, and a proven ability to deliver accurate, timely invoices.