What are the responsibilities and job description for the Billing Specialist – SaaS Order Operations position at Sage?
Job Description
We’re hiring a Billing Specialist to join our SaaS (software-as-a-service) Order Operations team, supporting Sage Intacct - our fastest-growing software product.
The Billing Specialist will support daily billing operations for Sage Intacct’s SaaS (software-as-a-service) customer base by processing accurate and timely high-value, complex business customer invoices, credit memos, and billing adjustments. You’ll ensure all billing activity aligns with contract terms, billing schedules, revenue recognition requirements, and internal controls while maintaining data integrity. You’ll operate in a high-volume (:150 invoices per week), software subscription-based and usage-based billing.
Success in this role requires strong attention to detail, sound accounting judgment, and the ability to evaluate how software subscription order changes impact invoicing, revenue schedules, and downstream financial reporting.
Location Requirement: Hybrid - 3 days per week from our Lawrenceville office
What We’re Looking For - Qualifications
Sage helps small to medium-sized businesses to succeed with AI-powered accounting and financial management software. Knowing that over 6M of our global customers depend on our solutions motivates us to keep innovating so they keep growing with confidence. You'll work on a modern billing stack using industry-standard tools. This is a growing team with strong opportunities to fast-track your career, including the potential to move into a senior or people leadership role within a year for high performers. You’ll join a collaborative environment that values teamwork, frequent communication, continuous improvement, and supporting one another to meet deadlines.
Key Responsibilities
We’re hiring a Billing Specialist to join our SaaS (software-as-a-service) Order Operations team, supporting Sage Intacct - our fastest-growing software product.
The Billing Specialist will support daily billing operations for Sage Intacct’s SaaS (software-as-a-service) customer base by processing accurate and timely high-value, complex business customer invoices, credit memos, and billing adjustments. You’ll ensure all billing activity aligns with contract terms, billing schedules, revenue recognition requirements, and internal controls while maintaining data integrity. You’ll operate in a high-volume (:150 invoices per week), software subscription-based and usage-based billing.
Success in this role requires strong attention to detail, sound accounting judgment, and the ability to evaluate how software subscription order changes impact invoicing, revenue schedules, and downstream financial reporting.
Location Requirement: Hybrid - 3 days per week from our Lawrenceville office
What We’re Looking For - Qualifications
- 3 years of experience processing high-value, complex B2B invoices in a recurring revenue or subscription-based environment—ideally in tech, SaaS, or software
- Proven success working in high-volume billing operations (:30–50 invoices and credit memos per day)
- Strong working knowledge and proficiency with Salesforce
- Hands-on experience with financial systems such as Sage Intacct, NetSuite, or similar software
- Understanding of revenue schedules and how billing activity supports accurate revenue recognition
- Intermediate proficiency with Excel (pivot tables, VLOOKUPs, basic macros) to make occasional edits when necessary
- An eye for detail—you’re known for consistently catching errors and double-checking your work before they impact customers or reporting
- Able to work independently while also collaborating effectively with others
- Communicates clearly and concisely—especially over email
- Experience in resolving invoice-related questions from customers (via email) and internal teams (Sales, Account Managers, Collections, Finance Ops)
- Effectively working within defined SLAs and able to prioritize work to meet deadlines
- A degree or background in accounting (preferred)
Sage helps small to medium-sized businesses to succeed with AI-powered accounting and financial management software. Knowing that over 6M of our global customers depend on our solutions motivates us to keep innovating so they keep growing with confidence. You'll work on a modern billing stack using industry-standard tools. This is a growing team with strong opportunities to fast-track your career, including the potential to move into a senior or people leadership role within a year for high performers. You’ll join a collaborative environment that values teamwork, frequent communication, continuous improvement, and supporting one another to meet deadlines.
Key Responsibilities
- Manage daily billing operations for Sage Intacct’s customer base: processing :150 invoices per week for new subscriptions, renewals, add-ons, and usage-based services
- Issue :75–100 credit memos per week, applying changes for proration, downgrades, cancellations, or corrections
- Review generated sales orders in Sage Intacct to ensure alignment with invoicing terms, billing schedules, and revenue recognition policies
- Work directly in Salesforce and Sage Intacct to generate and adjust invoices, apply credits, and track order change
- Maintain and adjust revenue schedules in accordance with contract terms, ensuring accurate monthly revenue recognition
- Identify and resolve discrepancies, working with Sales, Finance, and Collections teams to investigate and respond to invoice-related inquiries (responding to 30 email/Salesforce chatter inquiries daily)
- Uphold internal controls and ensure compliance with company billing policies and audit requirements
- Meet daily and weekly SLAs across invoice and credit processing queues
- Support monthly close activities by validating and reconciling billing data
- Competitive annual bonuses (10%)
- Comprehensive health, dental, and vision coverage
- 401(k) retirement match (100% matching up to 4%)
- 32 days paid time off (22 personal days & 10 national holidays)
- 18 weeks of paid parental leave (offered 1 year after the start date)
- Work Away Program: Opportunity to work & play for 10 weeks from another country (Sage-approved list)
- Sage Foundation: 5 days paid yearly to volunteer
- $5,250 tuition reimbursement per calendar year starting 6 months after the hire date
- Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
Salary : $5,250