Senior Billing Specialist

12 Minutes ago • 3-5 Years
Monetization

Job Description

Wrike is seeking a Senior Billing Specialist to enhance organizational efficiency and support team growth. This role involves processing customer orders and invoices, assisting with deal structuring, and resolving customer account queries related to collections, credits, and license subscriptions. The specialist will also analyze billing data, set up third-party payment portals, and collaborate with cross-functional teams to resolve billing and ordering issues, ensuring a world-class customer experience.
Good To Have:
  • Experience with NetSuite and/or Salesforce.
  • Previous experience in order processing and collections.
  • Analytical problem-solving skills.
  • Exceptional organizational skills and attention to detail.
  • Experience in a fast-paced, global environment.
Must Have:
  • Process customer orders and invoices per Contract and Order Form terms.
  • Assist with deal structuring and sales team’s inquiries.
  • Manage deal approvals.
  • Communicate and resolve customer account queries via telephone and email.
  • Investigate, substantiate, and prepare customer credits or bad debt write-offs.
  • Pull, review, and analyze data related to customer accounts, billing information, and purchase contracts.
  • Set up and register customer accounts with 3rd party payment portals such as Ariba.
  • Assist in providing support documentation for audits.
  • Collaborate with the data team for appropriate reporting of billing and revenue data.
  • Recommend and help implement improvements to data collection and reporting methodologies.
  • Work with cross-functional teams (Sales, Support, Finance, Legal) to resolve billing and ordering issues.
  • Perform ad hoc duties as assigned.
  • Provide assistance with collections and order processing as required.
  • Bachelor’s Degree in Business, Finance, or Accounting.
  • 3-5 years of relevant experience in billing, order processing, and collections.
  • Experience with US sales processes and working with US-based customers.
  • Hands-on experience with CPQ tools or NetSuite.
  • Strong understanding of the Order-to-Cash (O2C) process.
  • Familiarity with legal aspects of billing, including approvals.
  • Familiarity with SaaS products and subscription billing models.
  • Strong oral and written communication skills in English.
  • Excellent organizational skills, with attention to detail.
  • Ability to work independently and cross-functionally.
  • Strong customer service, Excel, and analytical skills.
Perks:
  • Paid Time Off programs for Vacation, Holidays, and Volunteering
  • Medical, Dental, and Vision health insurance plans
  • Life insurance plan
  • Paid Parental Leave (18 weeks for mothers giving birth, 4 weeks for other parents)
  • Employee Assistance Program

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Wrike is the most powerful work management platform. Built for teams and organizations looking to collaborate, create, and exceed every day, Wrike brings everyone and all work into a single place to remove complexity, increase productivity, and free people up to focus on their most purposeful work.

Our vision: A world where everyone is free to focus on their most purposeful work, together.

Ready to become a Wriker?

Wrike is looking for a Billing Specialist with strong analytical abilities and outstanding interpersonal skills to improve organizational efficiency and help our team grow! You will assist and communicate with our customers on collections, credits, and related license subscription inquiries to resolve billing and account related issues.

More about Your team

Wrike’s globally distributed Billing team is an integral part of the company. Billing ensures proper and timely customer payments application and collection. The team assists and manages account inquiries for a world class customer experience.

How You’ll Make an Impact

  • Process customer orders and invoices per Contract and Order Form terms.
  • Assist with deal structuring and sales team’s inquiries.
  • Deal approvals.
  • Communicate and resolve customer account queries by telephone and email.
  • Investigate, substantiate, and prepare customer credits or bad debt write-offs.
  • Pull, review, and analyze data related to customer accounts, billing information, and purchase contracts.
  • Set up and register customer accounts with 3rd party payment portals such as Ariba.
  • Assist in providing support documentation for audits.
  • Collaborate with the data team to ensure appropriate reporting of billing and revenue data.
  • Recommend and help implement improvements to our data collection and reporting methodologies in the billing system.
  • Work with cross-functional teams (Sales, Support, Finance, and Legal) to resolve billing and ordering issues.
  • Perform ad hoc duties as assigned.
  • Provide assistance with collections and order processing as required.

What We’re Looking For

  • Bachelor’s Degree in Business, Finance, or Accounting.
  • 3-5 years of relevant experience in billing, order processing, and collections.
  • Experience with US sales processes and working with US-based customers.
  • Hands-on experience with CPQ (Configure, Price, Quote) tools or NetSuite.
  • Strong understanding of the Order-to-Cash (O2C) process.
  • Familiarity with legal aspects of billing, including understanding what approvals are, why they are required, and the process for securing approvals.
  • Familiarity with SaaS (Software as a Service) products and subscription billing models.
  • Strong oral and written communication skills in English.
  • Excellent organizational skills, with attention to detail.
  • Ability to work independently and cross-functionally with Finance, Legal, Sales, and Customer Support teams.
  • Strong customer service, Excel, and analytical skills.
  • Experience with NetSuite and/or Salesforce is a plus.
  • Previous experience in order processing and collections is highly preferred.

You Will Stand Out With

  • Analytical problem-solving skills.
  • Exceptional organizational skills and attention to detail.
  • Experience in a fast-paced, global environment.

Tools You Will Use

  • NetSuite/Oracle
  • Salesforce CPQ
  • Microsoft Suite (Word & Excel)
  • Wrike Management tool
  • Zendesk ticketing system
  • RingDNA

Why Join Wrike?

  • Paid Time Off programs for Vacation, Holidays, and Volunteering
  • Medical, Dental, and Vision health insurance plans
  • Life insurance plan
  • Paid Parental Leave (18 weeks for mothers giving birth, 4 weeks for other parents)
  • Employee Assistance Program

Your recruitment buddy will be Nandini Singh , Sourcing Recruiter.

#LI-NS2

Who Is Wrike and Our Culture

We’re a team of innovators and creators who solve the complex work problems of today and tomorrow.

Hybrid work mode

Wrike promotes a hybrid model for team members near our office hubs in San Diego, Prague, Dublin, Nicosia, and Tallinn, with 2–3 in-office days per week to foster collaboration and teamwork. This work mode supports our culture of collaboration and solving problems fast to deliver business outcomes and win together.

Our persona

💡 Smart: We love what we do, and we’re great at it because this is our domain. Our combined knowledge in this space is unmatched.

💚 Dedicated: We get up every day focused on helping our customers win. We’re committed to helping our teammates win, too!

🤗 Approachable: We're friendly, easy to get along with, considerate, and helpful.

Our culture and Values

🤩 Customer-Focused

We care about our customers. We understand the customer journey, experience, and value derived from Wrike. Decision-making and action-taking are done with the customer in mind.

🤝 Collaborative

We work as one and win together, each bringing unique strengths that contribute to diversity of thought for better outcomes. Leveraging our own work management platform, we foster an environment of creative collaboration and shared achievement.

🎨 Creative

We strive to succeed through continuous innovation. It’s our pursuit of novel concepts that helped us create a market category. We continue to cultivate a workplace that fosters creative thinking as a means of transcending conventional boundaries and empowers us to break new ground to deliver extraordinary work management solutions.

💪 Committed

We believe in ownership at all levels of the organization, by owning workflows from start to finish. Each member of our team is an integral part of this commitment, establishing work as a platform for personal growth and transformation, as well as collective success and growth.

Check out our LinkedIn Life Page, Company culture page, Instagram, Wrike Engineering Team, Medium, Meetup.com, Youtube for a feel for what life is like at Wrike.

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