Sertifi is a self funded, leading technology company dedicated to helping businesses finalize business faster. It offers industry defining Agreement and Authorization Platforms built for businesses who need more efficient and secure ways to manage workflows. Sertifi simplifies how businesses send and collect agreements, payments, and authorizations by bringing it all into a secure platform. Sertifi automates processes, saves time from performing repetitive tasks, enhances security and PCI compliance, and provides customers an easy and convenient way to get business done faster. Tens of thousands of businesses around the world use Sertifi to streamline their contracts and payment processes, recognize revenue faster, and increase job efficiency.

We are currently seeking an experienced Billing Specialist to join our growing Finance team. We are looking for a highly motivated person, responsible for managing billing from order close to invoice delivery.

This position will report to our Accounting Manager.

Challenges You’ll Tackle:

• Prepare and distribute client invoices on a monthly, quarterly, and annual basis
• Serve as the point of contact for account reconciliation and billing
• Collaborate with Sales and Customer Success teams to understand accounts and accelerate the billing process
• Review contracts, invoices, and customer accounts
• Proactively research any billing discrepancies and make necessary corrections, including processing cancellation requests, issuing credits, etc.
• Collaborate in process improvement and efficiencies
• Research internal and external customer inquiries, and provide problem resolution
• Establish rapport and build working relationships with our clients
• Assist with collection efforts, ad-hoc requests as needed, and other projects from time to time

What You’ll Need to Succeed:

• Bachelor’s Degree in Accounting/Finance, Business Administration, or equivalent work experience
• 2 years experience in Billing; 1 year experience in SaaS environment preferred
• Knowledge and understanding of SaaS business model a plus
• Experience with financial contracts, and comfortable with contractual language
• Proficient in Excel and exposure to automated accounting software (comfortable and familiar with VLOOKUPs and Pivot Tables)
• Understanding of the invoicing process, and contract terms, and their impact on the business
• Excellent verbal and written communication skills with the ability to effectively interact with customers and management team
• Strong organizational skills with pristine attention to detail
• Working knowledge of billing and collections procedures
• Highly proactive, organized, and a self-starter
• Ability to work well with a team, but can manage their workload independently

Preferred Experience:

• Experience with Accounting software, preferably SaaSOptics and QuickBooks
• Experience with Salesforce

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to type, use computer, phone, cell phone and other office/home office equipment/technology. Must be able speak, see and hear. Must be able to remain in a stationary position for prolonged periods of the time.

What’s in it for you:

We offer great benefits such as: Competitive salary, Unlimited PTO, Medical/Dental/Vision insurance, Short-term and Long-term disability insurance, 401k with company match, Paid Parental Leave, Life Insurance, Pre-tax Transit Benefit Program.

Sertifi is proud to be an Equal Opportunity Employer. Sertifi is committed to building a diverse team of talented individuals who bring different perspectives to the business and who feel a sense of inclusion and belonging when they join our team. All individuals seeking employment at Sertifi are considered without regards to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other basis forbidden under federal, state, or local law.