
Accounts & Billing Collections Specialist
3 days ago
Overview:
We are seeking a skilled and detail-oriented professional to join our team as an Accounts & Billing Collections Associate. This role will be responsible for supporting the billing and accounts receivable functions, ensuring accurate and timely invoicing, and maintaining excellent customer relationships.
The ideal candidate will have 0-2 years of experience in billing, accounts receivable, or collections, with a strong understanding of invoicing, GST, e-invoicing, and TDS. Proficiency in Excel/Google Sheets and a customer relationship management system (e.g., Salesforce) is required. Strong communication skills, attention to detail, and a customer-friendly approach to collections are essential for success in this role.
Responsibilities:
- Generate monthly invoices for subscriptions and usage, checking prices, discounts, and taxes before sending. Attach usage reports and issue corrected invoices or credit notes after approvals.
- Send reminders, make follow-up calls/emails, record promises to pay, and escalate risks to the team. Support simple payment plans after internal approval.
- Download daily settlements from payment gateways and banks, apply each receipt to the right invoice, and clear short payments or unknown receipts within the agreed timeline. Reconcile Stripe and bank statements.
- Help create Goods and Services Tax (GST) compliant invoices, manage e-invoicing and the e-invoice reference number, verify Tax Deducted at Source (TDS) details and collect certificates. For exports under a Letter of Undertaking, organise Foreign Inward Remittance Certificates or Bank Realisation Certificates.
- Collate monthly usage from systems and partner portals (e.g., WhatsApp, Google messaging, telecom partners). Match partner costs to customer billing and flag any gaps that affect margins.
- Update weekly reports on collections health, aging of unpaid invoices, and open disputes. Prepare month-end schedules, including lists of unapplied cash and disputes.
- Track purchase order status and balances. Upload invoices and back-ups to customer portals and resolve any rejections.
- Maintain customer master data (billing contacts, tax details, payment terms). Prepare renewal pro-formas and ensure invoices are released on time.
- Keep standard operating procedures and checklists current, raise data issues in the customer relationship management system or billing system, and keep folders structured and audit-ready.
- Work with Sales and Customer Success on purchase orders, renewals, and disputes; coordinate with Finance, Legal, Revenue Operations, and Product teams on pricing or usage-metering issues.
Required Skills and Qualifications:
- Graduation required; Finance specialisation preferred
- 0-2 years in billing, accounts receivable, or collections (internships count)
- Basic understanding of invoicing, GST, e-invoicing, and TDS is a plus
- Strong Excel/Google Sheets skills; comfortable using accounting tools and a customer relationship management system (e.g., Salesforce)
- Clear written and verbal communication; firm yet customer-friendly approach to collections
- Detail-oriented, organised, dependable, and eager to learn
Skillful communicator and attentive team player sought for experienced billing operations role.
Preferred Keywords: Billing Operations Specialist, Collections Associate
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