Billing Specialist, Sales Administration & Operations

Job Description The Billing Analyst will support daily billing operations for Sage Intacct’s SaaS customer base by processing accurate and timely customer invoices, credit memos, and billing adjustments in alignment with contract terms, billing schedules, revenue recognition requirements, and internal controls.

This role operates in a high-volume, complex B2B SaaS environment and requires strong attention to detail, sound accounting judgment, and the ability to evaluate how order changes impact invoicing, revenue schedules, and downstream financial reporting. Success in this role will be someone who can work independently, prioritize effectively within defined SLAs, collaborate cross-functionally, and consistently protect data integrity across Salesforce and Sage Intacct.

Key Responsibilities

Key Accountabilities:

• Manage daily billing operations for Sage Intacct’s customer base, including processing approximately 150 invoices per week for new subscriptions, renewals, add-ons, and usage-based services.
• Issue approximately 75–100 credit memos per week, applying changes for proration, downgrades, upgrades, cancellations, corrections, or other order adjustments.
• Review generated sales orders within Sage Intacct to ensure alignment with invoicing terms, billing schedules, contract details, and revenue recognition policies.
• Work directly in Salesforce and Sage Intacct to generate and adjust invoices, apply credits, and track order changes.
• Create, maintain, and adjust complex manual revenue schedules in accordance with contract terms, billing rules, accounting principles, and revenue recognition requirements.
• Analyze order adjustments, including amendments, renewals, credits, cancellations, usage changes, and corrections, to identify downstream impacts to invoicing and revenue schedules.
• Apply sound accounting judgment when reviewing billing and order changes, ensuring revenue schedules are updated accurately and thoughtfully rather than processed as routine transactions.
• Identify and resolve billing discrepancies by working with Sales, Finance, Account Managers, Collections, and other internal teams to investigate and respond to invoice-related inquiries.
• Respond to high volumes of invoice-related questions from customers and internal stakeholders, including approximately 30+ email inquiries daily.
• Uphold internal controls and ensure compliance with company billing policies, audit requirements, and documentation standards.
• Meet daily and weekly SLAs across invoice and credit processing queues.
• Support monthly close activities by validating, reconciling, and correcting billing data as needed.
• Maintain a high level of accuracy and data integrity across Salesforce, Sage Intacct, and related billing records.
• Communicate clearly and concisely through email, Salesforce Chatter, and other internal collaboration channels.

Skills Required:

• 3+ years of experience processing high-value, complex B2B invoices in a recurring revenue or subscription-based environment, ideally in technology, SaaS, or software.
• Proven success working in high-volume billing operations, including approximately 30–50 invoices and credit memos per day.
• Degree, coursework, or professional background in accounting, with a strong understanding of core accounting principles, revenue recognition concepts, and the relationship between billing activity and financial reporting.
• Strong critical thinking and analytical judgment, with the ability to connect order activity to accounting outcomes.
• Ability to evaluate order adjustments, including upgrades, downgrades, cancellations, credits, rebills, or term changes, and determine the correct impact to revenue schedules before processing.
• Strong attention to detail,…