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Financial Transaction Processor
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Our team at Five9 Inc. is dedicated to delivering exceptional customer experience. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
Job Description:The Billing Specialist will be responsible for preparing and processing daily billings, ensuring client invoices are accurate and timely. This includes researching and resolving billing, credit, and accounts receivable issues, reviewing and reconciling account balances, and interfacing with internal customer service and support organizations.
Responsibilities:- Bill Preparation: Prepare and process daily billings to ensure client invoices are accurate and consistent with contractual requirements.
- Research and Resolution: Research and resolve billing, credit, and accounts receivable issues.
- Account Reconciliation: Review and reconcile account balances in Accounts Receivable.
- Customer Interface: Interface with internal customer service and support organizations on customer inquiries.
- Process Improvement: Assess current billing operations, offer recommendations for improvement, and assist with implementing new processes.
- Collaboration: Collaborate with team members in AP and AR to assist with ad-hoc projects and miscellaneous tasks.
- Billing Experience: 3-5 years of billing experience.
- SaaS/Software/Technology Experience: SaaS/software/technology experience.
- Contract Review: Complex contract review.
- MS Office Proficiency: Proficient in MS Office, namely Excel.
- Fiscal Understanding: Solid understanding of billing and financial concepts.
- Analytical and Problem-Solving Skills: Strong analytical and problem-solving skills.
- Communication Skills: Excellent oral, written, and interpersonal communications.
- Stress Management: Able to work in stressful situations with firm deadlines.
- Attention to Detail: High degree of accuracy and attention to detail.
- Independent Decision-Making: Capable of making timely, independent decisions.
- Additional Skills: NetSuite and Salesforce.com experience a huge plus.
- Error Detection: Extremely detail-oriented with a keen eye for spotting errors and discrepancies.
- Transaction Processing: Knowledgeable and experienced with processing, verifying, balancing, and adjusting basic and complex transactions.
- Technical Savviness: Technically savvy, advanced in Microsoft Excel.
- Education: College degree or equivalent work experience.