Revenue Staff Accountant

Responsibilities

Billing & Accounts Receivable

Business partner with Revenue Accounting team to ensure monthly accuracy of billings and accruals recorded in the general accounting ledger, including assessment of compliance with relevant revenue recognition guidance

Regularly follow-up with customers regarding aged accounts receivable balances

Address inquiries and follow-ups from customers and internal customer success teams

Analyze collections and assist with developing key metrics to track customer A/R collections

Review received, reconciled & deposited customer payments

Work closely with the CSM’s and obtain the support required for prompt invoicing and true-up’s. Be diligent in issuing Credit memos timely.

Coordinate with CSM to understand changes / modifications required in invoicing.

Refund liability classification for A/R.

Support recurring and usage-based billing, including true-ups, credits, adjustments, and billing schedule changes.

Review and approve invoices and supporting data before release to confirm service periods, usage, pricing, credits, and required documentation are accurate. Occasionally processing and sending.

Monitor billing exceptions, system errors, unapplied cash, open credits, partitions and reconciling items through resolution.

Respond to invoice disputes and payment discrepancies, and provide clear explanations of invoice activity, credits, adjustments, billing schedules, and account balances.

Partner with Sales, Sales Operations, and Client Success on new sales, renewals, amendments, expansions, and terminations to understand and operationalize billing requirements.

Review contract terms, pricing, billing cadence, usage measures, implementation fees, and other commercial provisions that affect invoicing, and translate them into billing instructions and system setup.

Support customer account reconciliations, investigate variances, and coordinate corrective actions with internal and customer-facing partners.

Contract Building & Implementation

Support building new contracts, renewals, amendments, expansions, and terminations by reviewing commercial terms and identifying billing requirements.

Translate signed contract provisions into customer and contract setup, billing schedules, usage measures, implementation-fee instructions, invoice requirements, and supporting documentation.

Coordinate implementation handoffs among Sales, Sales Operations, Client Success, Revenue Operations, and Accounting, and track open billing items through go-live.

Validate contract setup and the first billing cycle against signed terms, pricing, service periods, and customer-specific requirements; identify and escalate gaps before invoicing.

Maintain contract-to-billing documentation and update procedures or job aids for non-standard billing arrangements.

Support post-implementation review of billing issues, true-ups, credits, and contract changes, and incorporate lessons learned into process improvements.

Other Duties

Periodic reporting on Cash payments / collections to leadership and investigate delays.

Support month-end close processes

Support audits performed by external auditors and help with pre-audit preparation

Perform other duties and projects as assigned when needed to support the business operations

Revenue Close, Systems, Controls & Process Improvement

Support billing-related inputs to monthly and quarterly revenue close, including reconciliations, accrual support, journal-entry preparation, and variance analysis.

Support review of complex or non-standard billing arrangements to promote accurate billing execution and appropriate revenue treatment.

Maintain organized support and evidence for internal controls, audit requests, and management review.

Partner with Workday, Revenue Operations, Data, Engineering, and other technical teams to investigate system issues and improve billing workflows.

Help document billing requirements, process procedures, control steps, and issue-resolution playbooks.

Test and validate system or process changes to confirm billing, customer-account, reporting, and revenue impacts are understood before implementation.

Identify root causes, reduce manual effort, strengthen data quality, and improve visibility into billing status and customer account health.

Requirements

• 2 years minimum of accounting work experience, focused in customer billing and accounts receivable.

• ERP system experience (Workday a plus).

• Excellent verbal and written communication skills.

• Demonstrates deep analytical thinking.

• Must have intermediate to advanced proficiency in Microsoft Excel.

• Ability to deal sensitively with confidential material.

• Highly motivated with the ability to multitask, work independently and meet deadlines while maintaining a high standard of accuracy.

• The ability to manage competing priorities in a dynamic changing environment.

• Ability to thrive in a fast-paced, start-up work environment.

• Strong understanding of end-to-end billing and quote-to-cash processes in a SaaS, subscription, or usage-based environment.

• Experience managing complex customer billing requirements, contract changes, invoice disputes, credits, reconciliations, and billing exceptions.

• Experience partnering with Sales, Client Success, Sales Operations, Revenue Operations, FP&A, Accounting, and technical teams.

• Experience with Workday ERP and Salesforce; Looker or another business-intelligence tool is a plus.

• Working knowledge of GAAP, internal controls, and audit support.

• High degree of initiative, professional judgment, professional skepticism, and integrity.

• Experience supporting contract setup, implementation, renewals, amendments, expansions, or terminations and translating commercial terms into operational billing requirements.

• Ability to coordinate cross-functional implementation handoffs, track open items to resolution, and validate billing readiness before go-live.

Preferred Qualifications

Bachelor’s degree in Accounting, Finance or related field