Billing and Support Specialist

Job Responsibilities:

A.     Primary Role: Billing Specialist (Performed daily, weekly, or by request)

• Generate and prepare reports based on requested data for administrative and client use
• Ensure that client and project records are kept complete, updated, and organized
• Perform credit control procedures and follow up with customers on outstanding invoices as required
• Independently address billing inquiries from customers
• Perform review of partner billings and invoices; highlight discrepancies and resolve
• Create and maintain accurate accounting records for A/P and A/R transactions
• Perform bill processing requests from the AR/AP Team
• Work with teams in various countries (India, NY, Philippines). Those countries will have a stake in the invoice details and accuracy.
• Monitor billing mailbox and communication channels (email, Dialpad)
• Track AR aging and prepare weekly aging status reports
• Code and process approved bills in and QuickBooks Online
• Coordinate weekly checkpoints with the team

B.      Secondary Role: 1099 Support (Performed Annually: 3rd Week of November to 2nd Week of March)

• Support the 1099 processing cycle under the direction of the lead.
• Review and monitor the 1099 request tracker daily
• Send initial and follow-up communications (email, calls, voicemails) collect W-9 forms, and missing data
• Upload validated W-9 forms to Track1099 and ensure accuracy
• Maintain clear documentation of communication history and request status
• Coordinate with assigned Account Associates for exceptions and inquiries
• Submit daily progress reports and compliance statistics
• Ensure confidentiality and correct handling of taxpayer information
• Support final compliance checks prior to submission.

C.      Secondary Role: Junior Quality Assurance (QA)(Performed based on project schedule and workload)

Test Planning & Design

• Understand systems under test and upcoming enhancements
• Assist in preparing test cases, test data, and defining test coverage strategy.

Test Execution

• Perform structured and exploratory testing as guided by senior QA members.

Defect Management

• Document bugs clearly with accurate reproduction steps
• Collaborate with developers and QA leads for prompt resolution.

Agility & Adaptability

• Adapt to shifting priorities and support cross-functional or ad hoc tasks as needed, such as but not limited to data validation, documentation, research, or other QA-related activities.

Qualifications:

• Bachelor's Degree in Accountancy/Business or related courses
• Experience in billing operations, AR/AP, or finance administration
• Familiarity with billing and accounting platforms such as , QuickBooks Online, or similar systems
• Strong client communication skills via calls and emails, with proven experience in managing inquiries, follow-through, and driving timely resolutions
• Agile mindset - comfortable shifting between billing, reporting, and ad hoc support tasks based on operational priorities
• Self-driven and accountable, able to work with minimal supervision while maintaining transparency in progress and challenges
• Good time management to handle seasonal workload spikes
• Able to handle sensitive information confidentially
• Analytical and problem-solving orientation, capable of identifying data gaps, billing discrepancies, or process inefficiencies
• Amenable to work in mid shift schedule: Mon-Fri, 5:00 PM to 2:00 AM
• Preferably residing near or in Metro Manila
• Preferably can start ASAP

Benefits:

• Government Mandated Benefits
• Guaranteed 13th month pay
• HMO and Dental Coverage with one (1) dependent
• Semi-annual Performance Bonus
• Php 5,000 Annual Medical Reimbursement
• Php 5,000 Annual Emergency Assistance
• Php 5,000 Employee Referral Bonus
• Company Cash Advance
• 10 paid Vacation Leaves
• 10 paid Sick leaves/Emergency leaves
• Annual Anniversary Bonus (starting from the 5th year of employment)
• Annual Career Progression Opportunities or Potential for Promotion
• Wedding gift (upon marriage)
• Newborn gift (upon childbirth)
• Birthday treats (free meals)
• Employee Wellness and Events including remote work from Baguio, summer outings, team building events, gatherings, and a year-end party.