Billing Specialist

<div class="p-rich_text_section"> <h2><strong>Billing Specialist</strong></h2> <h3><strong>About the Role</strong></h3> <p>As a Billing Specialist at Storable, you’ll play a key role in our Order to Cash Operations, ensuring that customer orders flow smoothly from quote creation through invoicing and payment collection. Our team supports both upstream Sales Support and downstream Billing Accounts Receivable operations — together driving accuracy, efficiency, and an excellent customer experience across every stage of the client lifecycle.</p> <p>This is a highly cross-functional role working across multiple software platforms and partnering with teams such as Sales, Accounting, Client Care, and Implementation. You’ll be trusted to manage complex workflows, maintain data integrity, and contribute to process improvements that make our systems and customer experience better every day.</p> <h3><strong>What You’ll Do Every Day</strong></h3> <h4><strong>Core Responsibilities </strong></h4> <ul> <li>Maintain accurate customer data across internal systems (Salesforce, NetSuite, and others).</li> <li>Respond promptly and professionally to internal and external inquiries.</li> <li>Audit and fulfill requests related to customer orders, accounts, and billing activities.</li> <li>Collaborate with cross-functional teams to resolve discrepancies or process breakdowns.</li> <li>Contribute to process documentation (SOPs) and share feedback for continuous improvement.</li> <li>Participate in training, pilots, and testing of new tools or workflows.</li> <li>Manage workload independently and maintain SLAs for accuracy and responsiveness.<br>Exemplify Storable values through collaboration, integrity, and a customer-first mindset.</li> </ul> <h3><strong>Focus Areas</strong></h3> <h4><strong>Sales Support (Order Management)</strong></h4> <ul> <li>Create and maintain client accounts and opportunities in Salesforce with precision.</li> <li>Review and audit sales opportunities for accuracy and compliance before fulfillment.</li> <li>Facilitate order creation, product additions, cancellations, and license transfers.</li> <li>Support quoting for new or add-on products, ensuring correct pricing and configurations.</li> <li>Communicate with Sales and customers to gather missing or corrected information.</li> <li>Ensure orders are complete, accurate, and closed promptly to enable billing.</li> <li>Coordinate with Billing to ensure timely and accurate invoicing.</li> <li>Assist with data decryptions and archival requests as part of license ownership transfers.</li> </ul> <h4><strong>Billing (Accounts Receivable)</strong></h4> <ul> <li>Create, issue, and manage both one-time and recurring invoices.</li> <li>Investigate and resolve billing discrepancies or client account issues.</li> <li>Manage customer credits, refunds, and payment updates.</li> <li>Partner with clients to resolve past-due balances and support payment setup.</li> <li>Maintain documentation of billing policies, procedures, and methods.</li> <li>Analyze customer accounts and ledgers to ensure accurate reporting and collections.</li> </ul> <h3><strong>What You Bring to the Table</strong></h3> <ul> <li>3+ years in a client-facing billing, order management, or financial operations role.</li> <li>Strong understanding of order-to-cash workflows and customer lifecycle operations.</li> <li>Excellent attention to detail and ability to manage multiple priorities simultaneously.</li> <li>Strong analytical and problem-solving skills; comfortable interpreting financial data.</li> <li>Outstanding communication and interpersonal skills with a collaborative mindset.</li> <li>Ability to work independently and maintain accountability for quality and timeliness.</li> <li>Proactive approach to learning, adapting to change, and improving processes.</li> </ul> <h3><strong>Bonus Points</strong></h3> <ul> <li>Bachelor’s degree in Business, Accounting, or a related field.</li> <li>Experience with Salesforce, NetSuite, ... (truncated, view full listing at source)