Billing Specialist
It's fun to work in a company where people truly BELIEVE in what they're doing!
Fullsteam is a leading provider of vertical software and embedded payments technology dedicated to helping businesses flourish by providing their customers with seamless experiences. With a dynamic and growing team of over 1,900 employees, we are committed to driving innovation and delivering best-in-class software and payment solutions that empower small and medium-sized businesses across numerous industries. Our purpose is to help our customers grow their businesses and delight their customers. Join us and be a part of a forward-thinking company that values growth, excellence, and the success of our clients.
The Accounting function at Fullsteam plays a critical role in safeguarding the financial health of the company and its subsidiaries. Its core mission is to ensure accurate, efficient, and timely financial operations, specifically in managing billing, accounts receivable, and collections, while supporting scalability through process optimization and system integration. As Fullsteam continues to grow through acquisitions, the Accounting team is central to unifying financial workflows and sustaining revenue integrity.
Job Summary:
The Billing Specialist plays a crucial role in maintaining the financial health and operational efficiency of the organization. This position is responsible for executing transactions for multiple Business Units (BUs) as part of the Accounting Shared Services team. By ensuring accurate billing processes and the timely resolution of issues, the Billing Specialist contributes to the overall success of the company and enhances customer satisfaction.
Primary Responsibilities:
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Generate, terminate, review, and send invoices accurately and in a timely manner.
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Ensure adherence to billing schedules and deadlines.
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Ensuring business unit has properly suspended access to the product(s) for cancellations.
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Create Subscriptions, Sales Order, and Estimates (as applicable)
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Fielding customer inquiries on invoices, credit card applications, etc.
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Field requests from Corporate and BU management on billing changes, errors, etc.
- Import billing files (as applicable).
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Investigate and resolve billing discrepancies promptly.
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Issuing refunds, or adding credits to customer account
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Modifying/update invoices when customers add on services.
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Monitor billing transactions and identify discrepancies or irregularities.
- One-time & usage-based billings.
- Applying payments for customers.
- Resolving Paystand issues.
- Tax exemption management.
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Terminating and modifying subscriptions in NetSuite and Zuora.
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Partner with customer service/support/sales teams on customer inquiries.
Account Reconciliation:
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Reconcile billing records with customer accounts and financial statements.
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Investigate and resolve discrepancies between billing records and payment transactions.
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Applying payments for customers and assisting with reconciling undeposited amounts.
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Reconcile payments between business unit and AR Aging to ensure that dunning notices are accurate.
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Collaborate with finance and accounting teams to ensure accurate financial reporting.
Customer Interaction and Issue Resolution:
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Communicate with customers regarding billing inquiries, disputes, and payment issues.
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Address customer concerns and resolve billing-related issues in a timely and professional manner.
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Provide exceptional customer service to maintain positive relationships with clients.
Process Improvement:
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Identify opportunities to streamline billing processes and improve efficiency.
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Collaborate with cross-functional teams to implement process enhancements and automation.
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Stay updated on industry best practices and emerging technologies related to billing and invoicing.
Cross-Functional Collaboration:
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Collaborate with cross-functional teams such as revenue and operatio