Accounts & Billing Specialist (US working hours)

About Workato

Workato transforms technology complexity into business opportunity. As the leader in enterprise orchestration, Workato helps businesses globally streamline operations by connecting data, processes, applications, and experiences. Its AI-powered platform enables teams to navigate complex workflows in real-time, driving efficiency and agility.

Trusted by a community of 400,000 global customers, Workato empowers organizations of every size to unlock new value and lead in today's fast-changing world. Learn how Workato helps businesses of all sizes achieve more at workato.com.

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.

But, we also believe in balancing productivity with self-care. That's why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

• Business Insider named us an "enterprise startup to bet your career on"
• Forbes' Cloud 100 recognized us as one of the top 100 private cloud companies in the world
• Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
• Quartz ranked us the #1 best company for remote workers

Responsibilities

We are looking for an exceptional Accounts and Billing Specialist (US hours) to join our growing team. In this role, you will be involved in supporting global accounts receivable operations and will report to the Accounts and Billing Team Lead located in the Philippines. You will also be responsible for:

• Respond to tickets regarding Accounts and Billing requests
• Respond to accounts and billing-related inquiries from various departments
• Provision and Upgrade Accounts
• Includes coordinating with Sales team and Implementation team
• Book Deals
• Conduct deal closing walkthroughs
• Includes analysis of order forms
• Timely and accurate closing of deals especially on month end and quarter end
• Invoicing and billing tool management
• Includes special invoicing requests and sales tax processing
• Ensure all invoices are entered timely every month end and quarter end
• Process renewals and report management
• Includes coordinating with Sales team and Customer Success team
• Ensure timely collections for all regions (APJ, EMEA, and USA)
• Handle different payment methods (ACH, Wire, Check, Credit Card)
• Manage Cadences
• Manual follow up/escalation
• Includes coordinating with Sales team and Customer Success team
• Registration and management for Vendor websites
• Fill up vendor forms and assist with other finance-related forms

• Updating and maintaining resources and finance materials
• Generate reports needed by the finance team
• Manage all accounting systems to ensure clean records
• Coordinate with AP Team requests and assist when they have clarifications
• Attend to Business Technology Team's questions and clarifications
• Create documentation that will be used in the evaluation of new systems and implementation when needed

Requirements

Qualifications / Experience / Technical Skills

• Must be a graduate of Business, Finance or relevant degree
• 1-3+ years of working experience in Accounts Receivable operations
• Proficient with computers and accounting software and Microsoft Excel
• Experience working in an IT related company is a plus
• Experience using Saas billing software is a plus
• Experience with Salesforce and Netsuite is a plus

Soft Skills / Personal Characteristics

• Strong attention to detail and good analytical skills
• Responsive to queries and strong work ethic
• Great time management and organizational skills
• Excellent collaboration and communication skills
• Able to work independently in remote set-up but values teamwork and spirit
• Has a positive, willing-to-learn attitude, and resilient
• Has a high level of curiosity and enjoys taking initiative
• Amenable to work on the weekends (when needed) and holidays shifting