Billing & Collections Specialist

Dragos

2d•Remote

About The Position

The Billing & Collections Specialist is part of the Accounting team at Dragos and is responsible for managing accounts receivable activities, including complex customer invoicing, collections, and billing issue resolution. This role supports accounting operations by ensuring billing accuracy, timely collections, and effective collaboration with internal teams.

Requirements

Five (5) years of Accounts Receivable experience with emphasis on invoicing and collections.
System/software experience preferred: NetSuite (ERP), Salesforce, Certinia, Concur, Navan, Adobe.
Advanced experience with accounts receivable, billing, and collections processes, preferably in a SaaS or subscription-based environment.
Strong MS Excel proficiency to support reconciliations, reporting and analysis.
Strong attention to detail, self-review to yield a low error-rate, organizational skills and analytical thinking are a must.
Ability to work independently on assigned tasks, manage timelines, and deliver upon deadlines.
Demonstrated ability to coordinate and collaborate for problem resolution with internal staff in both the finance team and other departments, while maintaining positive working relationships.
Demonstrated ability to independently resolve complex billing and collections issues, exercising judgment and accountability for outcomes.
Working knowledge of tax concepts as they relate to customer invoicing; ability to identify discrepancies and partner with internal teams to resolve tax-related billing issues.
Motivated to contribute in a dynamic, fast-paced environment and grow expertise in the company’s business operations and billing processes.

Responsibilities

Prepare, review, and issue complex customer invoices, including recurring billing, contract amendments, and adjustments, ensuring accuracy and alignment with contractual terms.
Ensure accuracy of billing data, including pricing, quantities, taxes, and payment terms. Process invoices and adjustments in the accounting system in a timely manner.
Monitor customer accounts to identify outstanding balances and past-due invoices. Independently manage collection efforts, including proactive outreach, follow up on past-due balances, and resolution of payment delays while maintaining positive customer relationships.
Serve as the primary owner for billing discrepancies and customer inquiries, investigating root causes, coordinating cross-functionally, and resolving issues with minimal supervision.
Maintain accurate records of collections activity, communications, and payment promises. Then, send out customer statements monthly to customers with open balances.
Support month-end close activities related to accounts receivable, including ensuring completeness and accuracy of accounts receivable balances and supporting bad debt analysis.
Prepare accounts receivable aging and collection trends, providing clear status updates, risk identification, and recommendations to management as needed.
Support credit and collections policies to minimize delinquent accounts, ensure customer records contain accurate and up-to-date information.
Effectively prioritize competing deadlines across invoicing, collections, and month-end close activities, exercising sound judgment and time management skills.
Adhere to internal controls, accounting procedures, and compliance standards. Support audit functions and assist team with gathering support for all audits, including pulling documentation.
Perform other special projects or other duties as assigned.