Billing Specialist - SaaS/ERP/CRM

CGS Business Solutions is committed to helping you, as an esteemed IT Professional, find the next right step in your career. We match professionals like you to for a rewarding consulting or full-time opportunities in your area of expertise. We are currently seeking Technical Professionals who are searching for challenging and rewarding jobs for the following opportunity:

The Billing Specialist plays a key role in executing daily and month-end billing operations, including invoice preparation, customer account setup and maintenance, credit memo processing, and resolution of billing inquiries. This role supports cross-functional initiatives and continuous process improvements, requiring strong organizational, analytical, and communication skills. The ideal candidate is detail-oriented, highly collaborative, and comfortable working in a dynamic SaaS environment. They will work closely with Finance, Sales, Product Management, and other departments to ensure billing accuracy, compliance, and operational efficiency.

Key Responsibilities:

• Prepare and process invoices in accordance with customer contracts and billing schedules.
• Manage SaaS billing processes, including subscription and usage-based billing, implementation services, and portal user changes.
• Maintain and update customer billing accounts with accuracy and timeliness.
• Process credit memos with proper supporting documentation and approvals.
• Investigate and resolve billing discrepancies and customer disputes promptly.
• Partner with the collections team on rebills, PO updates, and payment-related issues.
• Coordinate with Sales, Product, and Renewals to resolve order and billing mismatches.
• Prepare journal entries and perform monthly/quarterly account reconciliations.
• Support internal and external audits, including SOX controls and documentation.
• Document billing processes and contribute to continuous improvement efforts.
• Support ad-hoc billing projects and reporting requests as needed.

Qualifications:

• Associate or Bachelor's degree in Accounting, Finance, or a related field.
• 3–5 years of billing or accounting experience, preferably in a SaaS or software environment.
• Strong understanding of billing systems and ERP/CRM tools (Zuora, Salesforce CPQ/Billing, NetSuite preferred).
• Proficient in Microsoft Excel, including pivot tables and VLOOKUPs.
• Strong analytical and problem-solving skills with high attention to detail.
• Excellent communication skills with the ability to collaborate across teams.
• Self-motivated, proactive, and able to manage multiple priorities under tight deadlines.
• Comfortable in a fast-paced, evolving environment with a continuous improvement mindset.

About CGS Business Solutions:

CGS specializes in IT business solutions, staffing and consulting services. With a strong focus in IT Applications, Network Infrastructure, Information Security, and Engineering. CGS is an INC 5000 company and is honored to be selected as one of the Best IT Recruitment Firms in California. After five consecutive Fastest Growing Company titles, CGS continues to break into new markets across the USA. Companies are counting on CGS to attract and help retain these resource pools in order to gain a competitive advantage the rapidly changing business environments.