Billing & Revenue Operations Specialist

ComplyAuto • Carlisle, IA

2d • $65,000 - $68,000 • Remote

About The Position

ComplyAuto is seeking a Billing & Revenue Operations Specialist to ensure accurate customer invoicing, correct payment application, and reliable subscription billing data. This role involves managing daily billing and accounts receivable activities, maintaining customer and contract records between HubSpot and NetSuite, and collaborating with Finance, Customer Success, and Sales to resolve issues, support month-end close, and enhance processes for a growing SaaS business. The ideal candidate possesses hands-on NetSuite experience, strong analytical skills, a customer-focused approach, and the ability to investigate and resolve discrepancies.

Requirements

• Hands-on proficiency with NetSuite.
• Experience using CRM software, specifically HubSpot, and maintaining accurate data between CRM and accounting systems.
• Advanced Excel skills, including lookup functions, PivotTables, conditional formulas, and reconciliation of large datasets.
• Proficiency with Google Sheets and Microsoft Office.
• A solid understanding of accounting fundamentals, full-cycle accounts receivable, and subscription billing workflows.
• Strong analytical skills and the ability to compare financial records with contracts, identify discrepancies, and determine appropriate corrections.
• Clear communication skills and a professional, customer-focused approach.
• Excellent attention to detail, organization, and the ability to meet close and reporting deadlines.
• The ability to work independently, manage competing priorities, and protect confidential financial information.
• Three to five years of experience in accounts receivable, billing, or general accounting.
• Experience in SaaS or recurring subscription billing.
• Experience with cash application, payment posting, and subledger reconciliation.
• Experience supporting multi-location customer accounts or dealership groups.
• Familiarity with automated subscription billing tools.
• A bachelor's degree in accounting, finance, business, or a related field, or an equivalent combination of education, training, and relevant experience.
• Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date.
• Candidates must reside within the Continental United States.
• Not accepting applications from candidates residing in California, Hawaii, and Alaska for this position.

Responsibilities

• Manage billing and customer accounts by reviewing customer contracts, pricing, billing schedules, and dealership locations to determine appropriate billing treatment and resolve discrepancies before invoicing.
• Generate accurate, timely invoices reflecting current contract terms, products, pricing, and subscription changes.
• Set up and maintain consolidated billing for dealership groups with multiple locations.
• Respond to customer questions about invoices, credits, payments, and account adjustments.
• Process credits, adjustments, and write-offs within approved authority, escalating exceptions as needed.
• Own accounts receivable activities by monitoring outstanding balances, following up on overdue invoices, and maintaining clear records of collection efforts.
• Apply ACH, check, and credit card payments accurately across customer accounts.
• Analyze aging reports and payment trends to identify collection risks and recommend actions.
• Partner with Sales and Customer Success to resolve disputed balances and reach unresponsive customers.
• Maintain accurate financial and system data by verifying new customer contracts transfer correctly into NetSuite before the first invoice.
• Keep customer, dealership group, and location records aligned between HubSpot and NetSuite.
• Record cancellations, reactivations, subscription reductions, and added locations promptly.
• Prepare recurring accounts receivable, payment tracking, and reconciliation reports.
• Support month-end close by reconciling accounts receivable, investigating differences, and preparing supporting schedules and proposed journal entries for review.
• Improve processes and support controls by identifying recurring billing issues, control gaps, and workflow inefficiencies, and recommending practical improvements.
• Provide documentation for audits, tax filings, and compliance reviews.
• Use sound judgment to prioritize account issues, resolve exceptions within delegated authority, and escalate matters based on financial impact and customer circumstances.

Benefits

• 401(k) $1 to $1 match up to 5%
• Medical, dental, and vision insurance; we pay 100% of premiums for employee and family
• HSA contribution for qualifying plans
• Unlimited paid time off and 11 observed holidays
• Full-time remote opportunity, equipment provided

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level