Billing Officer

22 hours ago

Antipolo, Philippines Sourcefit Full time

Overview

The Billing Officer is responsible for onboarding new customers, maintaining service data, and processing billing through systems like Autotask and Xero. The role also involves managing customer billing queries and ensuring vendor charges are accurate through regular reconciliation via our vendor reconciliation platform. Attention to detail, strong system handling, and a proactive mindset are essential to ensure we deliver a smooth and accurate billing experience for both our customers and internal teams.

Job Details
  • Work from Home until further notice
  • Monday to Friday | 6 AM to 3 PM
Responsibilities

Customer onboarding & Service Setup

  • Accurately onboard new customers in Autotask and update CRM record
  • Set up and maintain services, plans, pricing, and quantities
  • Ensure data consistency between CRM records and billing systems

Billing Management

  • Generate and issue invoices through Xero based on data in Autotask
  • Ensure monthly billing is accurate, complete, and on schedule
  • Update billing when services are added, removed, or cancelled

Customer Billing Support

  • Respond to customer billing queries in a timely and professional manner
  • Make necessary billing adjustments based on service changes or corrections
  • Work closely with internal teams to resolve customer issues

Vendor Reconciliation

  • Reconcile vendor data using CloudOlive vendor reconciliation platform
  • Identify any discrepancies from vendors
  • Propose necessary changes to manager and the Operations team

Collaboration & Reporting

  • Work closely with wider Finance, Operations, and Sales teams to ensure smooth workflows
  • Assist with reporting and documentation related to billing and service data
  • Support other ad-hoc billing-related tasks and project as required
Qualifications
  • Prior experience in billing, accounts, or a similar role
  • Strong attention to detail and high level of accuracy
  • Good understanding of billing systems and processes
  • Familiarity with tools like Xero, Autotask, and vendor reconciliation platforms is a plus
  • Proficient in Excel
  • Proactive mindset with the ability to spot issues and suggest improvements
  • Strong communication skills both written and verbal
  • Willingness to learn
  • Ability to collaborate in a team environment
  • Ability to manage time effectively and meet regular deadlines
Nice to Have
  • Previous experience in the Telco, IT, MSP industry
  • Understanding of Telco/IT/MSP billing models
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