Senior Billing Operations Lead - Hybrid, Equity

Pontera; New York (NY); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Equity grant eligibility

Comprehensive health insurance

401(k) with employer match

Paid parental leave

Sponsored learning & development

Lunch reimbursement program

Hybrid office model

Job summary

Pontera is seeking a Senior Billing Operations Specialist to own end-to-end billing across the US, partnering with Finance, CX, BI, and Product. You will validate rates, manage checks/ACH, and lead reconciliation, credits, and refunds while building scalable controls.

You will drive process improvements, sign-off procedures, and the SOPs that underpin accurate, timely invoices, culminating in a trusted, customer-focused billing function.

Qualifications

• 5+ years in billing operations, order-to-cash, revenue operations, accounts receivable, or finance operations.
• Hands-on reconciliation experience across billing, CRM, ERP/GL, bank, check, and CSV-based data.
• Strong Excel and data-validation skills, with experience in root-cause analysis, controls, and audit documentation.
• A track record resolving complex billing disputes, credits, and refunds.
• Able to translate financial facts for customer-facing teams without losing control discipline.
• Comfortable influencing & partnering with Finance, CX, Product, RevOps, and Engineering without direct authority.
• Experience with billing-system implementations, requirements gathering, and UAT.
• Senior enough to redesign a process, not simply absorb tickets into an existing one.

Responsibilities

• Review billing files before release, validating rates, minimums, account eligibility and status, duplicate or overlapping lines, legal entity, credits, and exceptions.
• Maintain a documented sign-off process and audit trail for every billing release.
• Own the intake-to-application process for checks and ACH, including remittance logging, endorsement standards, deposit evidence, and matching to invoices.
• Manage unapplied-cash exceptions and reconciliation to AR/GL, and prevent collections notices from going out while a payment is under active reconciliation.
• Track credits and refunds from approval through customer receipt, investigating variances and coordinating rebills.
• Establish service levels and aging visibility for open credits and disputes.
• Serve as the Finance point person for customer-impacting billing issues, providing verified facts, an owner, a due date, and a next update.
• Partner with CX on customer language and adoption-risk prioritization.
• Build SOPs, checklists, a RACI, exception queues, approval rules, and root-cause logs, converting repeated one-off fixes into scalable controls and automation requirements.
• Translate real billing defects into Quote-to-Cash requirements and test cases; maintain a living “will solve / will not solve / unknown” list.
• Lead UAT for billing and reconciliation scenarios, and own exceptions after launch.
• Report on first-pass accuracy, invoice timeliness, reconciliation aging, unapplied cash, refund cycle time, repeat defects, customer-impacting incidents, and CSR/GTM hours redirected to billing work.
• Partner closely with the Senior Revenue Controller and broader Finance team on accounting-side accuracy, while owning the day-to-day operational and customer-facing side of billing independently.

Skills

Billing operations

Accounts receivable

Data analysis

Excel

Tools

NetSuite

DealHub

Stripe

Job description

Pontera is seeking a Senior Billing Operations Specialist to own end-to-end billing across the US, partnering with Finance, CX, BI, and Product. You will validate rates, manage checks/ACH, and lead reconciliation, credits, and refunds while building scalable controls.

You will drive process improvements, sign-off procedures, and the SOPs that underpin accurate, timely invoices, culminating in a trusted, customer-focused billing function.