Job Description

High-Volume Billing Integrity, Upstream System Alignment & Audit (~70%)

• Execute Multi-Stream Billing - Own the end-to-end monthly billing execution across complex, multi-tiered revenue streams; including SaaS subscriptions, usage-based metrics, marketing agency fees, and customer pass-through expenses.
• Own invoice generation and accuracy, validating billing details against closed deal terms, order forms, and Salesforce contract records to prevent disputes before they start.
• Salesforce ↔ Tabs Data Alignment - Bridge the operational gap between upstream Salesforce Opportunity/Contract data and downstream Tabs billing engine execution. Identify, troubleshoot, and fix deal-mapping errors, non-standard terms, or missing metadata before deals sync and generate invoices.
• Conduct systematic pre-billing audits to catch and eliminate duplicate charges, incorrect fee tiers, or erroneous pass-through markups prior to invoice delivery.
• Regularly reconcile active billing schedules in Tabs against Salesforce contract statuses to guarantee that churned or cancelled customers are immediately removed from recurring billing runs.
• Monitor newly activated customer accounts to ensure usage tracking starts accurately on day one, and track contract renewal dates to prevent missed or delayed billing cycles.
• Perform periodic completeness checks across all product usage and pass-through costs to ensure all eligible revenue is captured and billed in full.
• Serve as an operational gatekeeper on non-standard deals or complex pass-through fee structures during pre-quote reviews. Partner with Finance and RevOps to continuously refine sync rules, eliminating manual workarounds and recurring billing bottlenecks.
• Identify and fix process gaps, with a focus on documentation and organization level visibility to process updates.

Internal Stakeholder Support & Dispute Ownership (~15%)

• Act as the primary, accountable point of contact for Sales, Customer Success, and Support regarding all customer billing inquiries, ledger details, and invoice breakdowns.
• Proactively analyze recurring dispute trends and billing friction points to identify opportunities for automation, drive operational efficiencies, and advocate for O2C best practices across internal teams.
• Lead the investigation and resolution of internal and external billing disputes, coordinating credit adjustments or re-invoicing when necessary.
• Deliver clear reporting and updates to Finance leadership and cross-functional partners, instilling peace of mind that billing operations are tightly audited and controlled.

Accounts Receivable & Cash Operations (~15%)

• Manage credit memos, adjustments, and refunds, ensuring proper management sign-off and accurate GL/subledger alignment.
• Monitor gateway/banking failure reason codes (e.g., NSF, expired tokens, invalid accounts) and work with CS or customers to fix billing profiles and resubmit payments.
• Monitor AR aging reports, track overdue accounts, and collaborate with Customer Success on past-due outreach and credit hold escalations.

• Bachelor’s Degree in Finance, Accounting, Business Administration, or equivalent practical experience.
• Must have direct, hands-on experience using Salesforce for managing opportunities, viewing contract terms, and reviewing customer account data.
• 2 to 4 years of experience in Accounts Receivable, collections, billing operations, or a related Order-to-Cash function.
• Working knowledge of core AR processes: aging reports, dunning workflows, cash application, and credit risk assessment.
• Solid understanding of financial metrics like DSO, bad debt reserves, and revenue recognition fundamentals.
• Experience with subscription and/or usage-based billing models in a SaaS, eCommerce, or tech environment.
• Familiarity with modern billing platforms and financial tooling (e.g., Stripe,Zuora, Chargebee, or Tabs).
• Sharp attention to detail with sound judgment on when to resolve issues independently versus when to escalate.
• Strong written and verbal communication skills; persistent and relationship-conscious when handling delicate collection calls.
• Analytical and fast-moving, with a cross-functional mindset that treats Sales, Customer Success, and Accounting as key internal partners.
• Preferred: Experience building or automating billing and AR processes from scratch; familiarity with automotive, dealership, or OEM ecosystems.