Remote Billing Specialist – SaaS & AI-Driven Roles

PerfectServe

Oregon

Hybrid

USD 45,000 - 55,000

Full time

7 days ago
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Benefits offered by this job

Remote‑first
Health, Dental, Vision, Life and Dis»
401K with match
Holidays & PTO
Internal Advancement opportunities

Job summary

PerfectServe in the United States seeks a detail‑oriented Billing Associate to manage customer billing, invoicing, and new account setup across multiple entities. You will review contracts, resolve discrepancies, and respond to requests through Zendesk, with an emphasis on accuracy and efficiency.

The role requires 3+ years of billing experience, strong Excel skills, and the ability to navigate multiple systems.

Qualifications

  • 3+ years of billing or related experience.
  • Proficient Excel with PivotTables, VLOOKUP, and XLOOKUP.
  • Ability to interpret contracts and manage complex billing requirements.
  • Strong critical-thinking, problem-solving, and independent decision-making skills.
  • Tech-savvy with the ability to learn and navigate multiple systems.
  • Excellent attention to detail, organization, and multitasking skills.
  • Strong customer service and communication skills.
  • Proactive, self-motivated, and comfortable working independently or with a team.
  • Willingness to learn and use AI tools in daily workflows.

Responsibilities

  • Manage customer billing, invoicing, and new account setup.
  • Review contracts to ensure accurate billing.
  • Research billing discrepancies, resolve customer inquiries, and process credits.
  • Respond to billing and finance requests through Zendesk or similar platforms.
  • Prepare monthly billing reports using Excel and AI tools.
  • Identify opportunities to improve billing processes and efficiency.
  • Support special projects and annual audits as needed.

Skills

Billing
Excel
Contract analysis
Independent work
CRM systems
Customer service

Education

Associate degree or higher

Tools

NetSuite
Sage Intacct
Microsoft Dynamics 365
SAP
Zuora
Chargebee
Salesforce
Zendesk

Job description

PerfectServe in the United States seeks a detail‑oriented Billing Associate to manage customer billing, invoicing, and new account setup across multiple entities. You will review contracts, resolve discrepancies, and respond to requests through Zendesk, with an emphasis on accuracy and efficiency.

The role requires 3+ years of billing experience, strong Excel skills, and the ability to navigate multiple systems.

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