Senior Billing Specialist

Milwaukee Succeeds; Chicago (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

Milwaukee Succeeds is looking for a Senior Billing Specialist in Chicago, IL, to manage invoicing and billing documentation for a broad range of product lines. This role is critical in supporting the OTC team's functions, ensuring accurate and timely preparation of customer invoices.

The ideal candidate will have over 5 years of invoicing experience, particularly with SaaS products, and proficiency in financial software such as Zuora and Salesforce. The position emphasizes teamwork and offers a competitive salary range from $60,000 to $90,000.

Qualifications

• 5+ years of invoicing and billing experience, preferably with SaaS products.
• Proficiency in financial software and large ERP systems.
• History of implementing process improvements using technology.
• Advanced knowledge of Microsoft Office tools.
• Highly organized and detail-oriented with managing multiple priorities.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.

Responsibilities

• Process all contracts for a global customer base.
• Manage all deal types and execute billing cycles.
• Handle billing inquiries and issues ensuring timely resolutions.
• Identify and drive opportunities to improve processes.
• Lead billing-related project work and serve as a subject matter expert.

Skills

Accounts Receivable (AR)

Billing

Communication

Customer Service

Data Entry

Enterprise Resource Planning (ERP) Systems

Invoices

Microsoft Excel

Payment Processing

Education

Bachelor's degree in Business, Finance, or Accounting

Tools

Zuora

Salesforce

Workday

Job description

Chicago, IL / Louisville, KY / Wichita, KS ...View All

Job Overview

The Order-to-Cash (OTC) organization manages the end-to-end process that converts customer agreements into billed, collected, and reported revenue, serving as the operational bridge between commercial commitments and financial outcomes. It oversees customer account setup, contract and billing configuration, invoice generation, payment processing, accounts receivable, collections, dispute resolution, reconciliation, and reporting.

The Senior Billing Specialist is a key contributor to the OTC team, responsible for the accurate and timely preparation of customer invoices, contract processing, and billing documentation across a broad range of product lines and billing models. This role serves as an owner of critical billing queues, standard operating procedures, and key customer accounts, while also supporting cross-functional projects.

Job Description and Requirements

• Process the full range of contracts across all product lines for a global customer base of both direct and indirect commercial and government contracts
• Handle all deal types: new business, add-ons, renewals, replacements, terminations, extensions, and hybrid and transition models
• Execute month-end and mid-month billing cycles across all product lines, including SaaS, license, and services, for both new business, addons/adjustments, and renewals
• Assist with the Finance Queue and Salesforce billing tickets, ensuring timely resolution of billing inquiries and issues
• Manage customer usage commit balance, license extensions, and new license requests
• Maintain and update Billing SOPs, and assist with team onboarding and training
• Identify and drive opportunities to improve billing process efficiency, including the adoption of AI tools and automation to reduce manual effort and increase accuracy
• Lead or assist with billing-related project work including testing related to pricing changes /billing methodologies, new product launches, and process improvements
• Own key customer accounts and serve as a subject matter expert for billing inquiries and escalations
• Partner cross-functionally with Revenue Accounting, Deal Desk, Sales Operations, and Legal to ensure efficient and accurate transaction processing, and continually evolve the order-to-cash cycle in a high-growth environment
• Support ad-hoc projects, periodic external audits, and cross-functional initiatives
• Be part of a global team with a strong focus on teamwork, support, and guidance across all levels

Requirements

• 5+ years of invoicing and billing experience, preferably with SaaS products, usage-based billing models, and a global customer base
• Proficiency in financial software, large ERP systems, billing and revenue management software and tools, preferably experience with Zuora, Salesforce, and Workday
• History of implementing process improvements, leveraging technology and tools
• Advanced knowledge of Microsoft Office tools
• Emphasis on teamwork and collaboration, including monitoring and addressing tasks across multiple participants
• Highly organized and detail-oriented with experience managing multiple priorities and deadlines in a fast-paced environment
• Strong analytical and problem-solving skills
• Effective communicator with excellent verbal and written communication skills with ability to positively collaborate with cross-functional teams and senior leadership
• Prior experience in a high-growth SaaS, software, or technology-related company is a plus
• Bachelor's degree in Business, Finance, or Accounting preferred

Relativity is committed to competitive, fair, and equitable compensation practices.

This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives.

The expected salary range for this role is between $60,000 and $90,000.

The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position.

Required Skills

Accounts Receivable (AR), Billing, Communication, Customer Service, Data Entry, Enterprise Resource Planning (ERP) Systems, Invoices, Microsoft Excel, Payment Processing