Job Description
The Billing and Account Specialist serves as the primary point of contact for customer billing and account-related inquiries. This role is responsible for managing billing operations, ensuring invoice accuracy, maintaining account records, and resolving payment discrepancies in a timely manner.
We are a Managed Services Provider (MSP), and candidates with prior MSP experience or a strong understanding of the MSP landscape will have a distinct advantage in this role. A background in managed IT services, service delivery models, or partner ecosystems is highly valued and will enable the right candidate to hit the ground running.
Responsibilities Billing & Accounting Specialist
Billing & Accounts Receivable
- Prepare, review, and issue monthly client invoices
- Ensure billing aligns with contracts, agreements, and actual services delivered
- Investigate billing discrepancies and resolve issues professionally
- Track outstanding balances and follow up on receivables
- Maintain accurate client billing records
Accounts Payable
- Review and process vendor invoices
- Match vendor invoices against contracts and services
- Track due dates and ensure timely payment
- Assist with vendor reconciliation and discrepancy resolution
Financial Operations Support
- Maintain organized financial documentation
- Support reconciliation between vendors, PSA systems, and billing records
- Assist with monthend close tasks related to billing and AR/AP
- Work closely with operations and leadership to ensure financial accuracy
- Attend team meetings to stay up to date with Partner issues and communicate with the team.
Knowledge, Skills, and Abilities
- Knowledge of billing, invoicing, accounts receivable, and account management processes.
- Proficiency in billing systems, CRM/ERP platforms, and Microsoft Excel.
- Ability to resolve billing discrepancies and account issues efficiently.
- Ability to maintain accurate records, handle confidential information, and collaborate effectively with cross-functional teams.
Credentials and Experience
- Graduation (Any)
- Minimum Five to Eight years of related experience