Customer Billing Specialist

Socket.dev; United States; Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) with employer matching

Generous paid time off

Flexible spending accounts

Employee assistance programs

Training and development opportunities

Adoption assistance program

Job summary

LevelBlue is seeking a Customer Billing Specialist to join our Accounting & Finance Team in the United States. You will report to the Sr.

Manager of Order to Cash and collaborate with Sales, Delivery, and Customer Success to ensure accurate, timely invoicing and cash application. Key responsibilities include validating terms across quotes and orders, processing monthly invoices, assisting with collections, and supporting audits.

Qualifications

• 3–5 years of order/contract support and billing experience.
• Excellent verbal and written communication.
• High degree of accuracy and attention to detail.
• Experience with CRM and ERP systems (Salesforce, NetSuite).
• Advanced Excel and MS Office proficiency.
• Ability to work independently in a fast-paced environment.

Responsibilities

• Review closed opportunities for documentation and terms.
• Validate terms across quotes, POs, and SOWs/MSA.
• Insert additional terms into order contracts as needed.
• Manage all order changes and billing timelines.
• Ensure proper account setup and documentation before billing.
• Complete monthly invoicing and service delivery billing.
• Assist Accounts Receivable with cash application and collections.
• Support audits and partner with cross-functional teams.

Skills

Communication

Accuracy

CRM experience

ERP experience

Excel

Independent worker

Billing experience

Education

Bachelor’s Degree in Accounting or Finance

Tools

Salesforce

NetSuite

Microsoft Excel

Job description

LevelBlue reduces risk and builds lasting resilience so organizations can innovate and advance their mission with confidence. As the world’s most analyst-recognized and largest pure-play managed security services provider, LevelBlue elevates client outcomes that matter: stronger defense, faster response, and sustained business continuity. LevelBlue combines AI-powered security operations, advanced threat intelligence, and elite human expertise to provide the most comprehensive portfolio of strategic advisory, managed security, offensive security, and incident response services.

Job Summary

We are continuing to expand our team and are looking for a Customer Billing Specialist to join some of the industry’s brightest minds that are dedicated to providing our customers and partners with security value and outcomes. The Customer Billing Specialist will report to the Sr. Manager of Order to Cash and will work closely with Sales, Delivery, Customer Success, and our clients. We're looking for a talented, self-motivated, flexible, team-player who has the drive to deliver results and takes initiative to join our Accounting & Finance Team

Primary 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

Required Skills and Experience

• 3 to 5 years of relevant order/contract support and billing experience, with preference in monthly recurring or professional services billing cycles
• Excellent verbal and written communication skills and commitment to excellent customer service and collaboration with people
• 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
• Ability to work independently in a fast-paced environment and multi-task

Desired Skills and Experience

• Experience in software or technology company is highly desirable
• Experience with channel partners and/or value-added resellers relationships is a plus
• Experience with international customers in foreign currencies is a plus

Education

• Bachelor’s Degree with a concentration in Accounting or Finance preferred, but not required

Physical Demands: General office environment. May require long periods sitting and viewing a computer monitor. No special physical demands required.

Why Join LevelBlue?

At LevelBlue, you're not just an employee—you’re part of a team making a real difference in the world of cybersecurity. We foster a culture of innovation and creativity where your contributions are valued, and you'll have the support and resources to grow and thrive.

Benefits and Perks:

• Comprehensive medical, dental, and vision insurance.
• 401(k) with employer matching.
• Generous paid time off and holidays.
• Flexible spending accounts and health savings accounts.
• Employee assistance programs.
• Training and development opportunities.
• Adoption assistance program.

This role is open to candidates legally authorized to work in the United States. At LevelBlue, we support flexible work and bring people together in person for key moments based on role, team, and business needs.

LevelBlue is committed to a culture of respect, inclusion, and equal opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other status protected under applicable law.

To all agencies: Please do not contact LevelBlue employees outside of the Talent Acquisition team. LevelBlue’s policy is to only accept resumes from agencies through its approved agency process and with a valid agreement in place. Any resume submitted outside this process will be considered the property of LevelBlue, and no fee will be paid if a candidate is hired from such a submission.

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