Billing Associate

PerfectServe

. Manage customer billing, invoicing, and new account setup.

Posted 10/27/2026full-timeRemote • United StatesMid-Level💰 $45,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer billing processes, including invoicing, contract interpretation, and resolving discrepancies. Proficient in utilizing Excel for reporting and familiar with AI tools to enhance efficiency in billing operations.

Highest-signal resume keywords

Billing ManagementExcel ProficiencySaaS Billing ExperienceNetSuite FamiliarityCustomer Service Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Billing ManagementContract InterpretationExcelPivotTablesVLOOKUPXLOOKUPAI ToolsProblem-SolvingAnalytical SkillsTechnical Support

Soft Skills

Attention to DetailOrganizationMultitaskingCommunication SkillsProactive Attitude

Tools & Technologies

ZendeskSalesforceNetSuiteSage IntacctMicrosoft Dynamics 365SAPZuoraChargebee

Industry Keywords

Billing ProcessesInvoicingCustomer InquiriesMonthly Billing ReportsSubscription-Based Billing

About the role

Key responsibilities & impact

Manage customer billing, invoicing, and new account setup.
Review contracts to ensure accurate billing.
Research billing discrepancies, resolve customer inquiries, and process credits.
Respond to billing and finance requests through Zendesk or similar platforms.
Prepare monthly billing reports using Excel and AI tools.
Identify opportunities to improve billing processes and efficiency.
Support special projects and annual audits as needed.

Requirements

What you’ll need

3+ years of billing or related experience.
Strong Excel skills, including PivotTables, VLOOKUP, and XLOOKUP.
Ability to interpret contracts and manage complex billing requirements.
Strong critical-thinking, problem-solving, and independent decision-making skills.
Tech-savvy with the ability to learn and navigate multiple systems.
Excellent attention to detail, organization, and multitasking skills.
Strong customer service and communication skills.
Proactive, self-motivated, and comfortable working independently or with a team.
Willingness to learn and use AI tools in daily workflows.
SaaS or subscription-based billing experience.
NetSuite experience highly preferred, or familiarity with similar platforms such as Sage Intacct, Microsoft Dynamics 365, SAP, Zuora, or Chargebee.
Experience with Salesforce and Zendesk.
Technical support experience may be considered, particularly with strong troubleshooting, analytical, and software navigation skills.

Benefits

Comp & perks

Remote first work environment
Health, Dental, Vision, Life and Disability Insurance options available day one.
401K - with match and immediately vested.
17 company holidays, 2 floating holidays plus competitive paid time off policy
Internal Advancement Opportunities