Full Job Description
Overview:
The Billing Operations department at PowerSchool manages the Order Management and Accounts Receivable (invoicing) functions for the company. The team’s core responsibilities are all new and renewing sales order bookings, invoices and credit memo processes. The Senior Billing Operations Associate is responsible for managing accurate, timely completion and submission of all order entry and accounts receivable functions of the PowerSchool organization. They are expected to review contracts and supporting documentation, interpret terms and conditions, make judgments when needed and ensure orders are booked and invoices generated in accordance with the terms and conditions and company policy. The Senior Billing Operations Associate is also called on to assist with training team members. They are expected to be a resource for daily transactional questions as they are considered the master of the department transactional responsibilities with expert level knowledge of all Billing Operations policies and procedures. As a key member of the Finance team, the Billing Operations Associate is responsible for ensuring transactions are accurate, complete and timely.
Responsibilities:
Essential duties and responsibilities include the following. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Review contracts/quotes/purchase orders and create corresponding sales orders and invoices in our accounting system (NetSuite)
Ensure revenue and billing schedules are accurate and complete
Generate credit memos, account adjustments and refunds after approvals have been obtained
Ensure data in Salesforce and NetSuite are complete, correct and current
Meet department service level agreements on response times
Consistently perform at or above productivity and quality standards as set by management
Process various forms and requests as received by our customers and legal department
Drive continuous improvement through process efficiency suggestions
Monitor and manage their individual productivity and quality metrics
Provide superior customer service to all internal and external business partners
Ensure understanding and ability to execute on all key concepts and company policies
Assist with trainings and at as primary point of contact for employee questions
Recommend process and system improvements
Report success, opportunities and variances to Manager, Billing Operations
Process complex transactions that may require additional information from multiple departments •Participate in testing system and/or process changes to ensure processes are not adversely affected
Review billing errors and task escalations to ensure customer accounts are corrected in a timely manner
Gather, collate and report key billing information to the Manager, Billings Operations
Responsible for the delivery of invoices to customers and scrubbing data when invoice issues arise
Qualifications:
To be considered for and to perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.
Qualifications include:
2-4 years of experience in Salesforce and/or NetSuite platforms
Bachelor’s Degree in Accounting, Business Administration or Finance
Strong working knowledge of Excel and PowerPoint is required
Excellent communication, negotiation, and interpersonal skills
Ability to multi-task and meet strict deadlines
Flexibility to work additional time, including nights and/or weekends for month/quarter end
Demonstrated initiative to proactively identify issues and develop solutions for PowerSchool organization.
EEO Commitment:
PowerSchool is committed to a diverse and inclusive workplace. PowerSchool is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Our inclusive culture empowers PowerSchoolers to deliver the best results for our customers. We not only celebrate the diversity of our workforce, we celebrate the diverse ways we work. If you have a disability and need an accommodation regarding our recruiting process, please let us know by emailing [email protected].