Billing Specialist

Laserfiche•Long Beach, CA

13d•Hybrid

About The Position

Laserfiche is seeking a detail-oriented Billing Specialist to support end-to-end quote-to-order and billing processes for SaaS-based products and services. The role executes billing, order management, and contract-related activities across subscription, support, professional services, and perpetual software offerings. The specialist partners with Sales, Finance, and other internal teams to ensure accurate, timely, and compliant processing of customer and partner transactions, supporting both direct customers and channel partners within Global Billing Operations. The position is hybrid, with three days per week (Tuesday, Wednesday, and Thursday) in the Long Beach, California office and work from home on Mondays and Fridays. Flexibility to work international hours to support the Ireland and Hong Kong offices may be needed. The role may also assist with training, reporting and analytics, and improvements to billing operations and order management systems.

Requirements

At least three years of SaaS billing, accounts payable, or accounts receivable experience.
Knowledge of billing responsibilities, policies, and procedures, including basic accounting rules and regulations and Finance department policies and procedures.
Ability to process billing for new sales and amendments involving perpetual-license one-time software purchases, self-hosted subscription systems, SaaS cloud subscriptions, LSSP support plans, system exchanges, services (usage-based consumption), expansions and downgrades, backup renewals, system and SKU migrations, SP transfers, and terminations.
Knowledge of billing platforms including Zuora Billing, Zuora CPQx, OMS, Helpdesk, Support Site, ACS, and Salesforce.
Strong written and verbal communication skills.
Ability to work effectively in a hybrid environment.
Self-motivation and ability to work independently.
Conflict-resolution skills for customer and partner billing issues and concerns.
Strong analytical and problem-solving skills.
Attention to detail and the ability to prioritize and organize efficiently.
Understanding of accounting software basics.
Proficiency in Microsoft Office, especially Excel.
Authorization to work for Laserfiche in the United States on a full-time basis without employer sponsorship.

Nice To Haves

Experience with Salesforce, Zuora CPQx, and Zuora Billing is highly preferred.
Ability to pick up new systems quickly.
Associate degree in Accounting, Finance, Business Administration, or Sales Communications is desired.
Bachelor’s degree preferred, or equivalent experience.

Responsibilities

Review and convert quotes to orders for customer confirmation for channel and direct accounts.
Provide new and amendment quotes for channel and direct customers.
Process subscription, support, one-time software, and professional services quote-to-order transactions end to end.
Use billing, CRM, CPQ, channel portal, and licensing systems, including Salesforce, Zuora Billing, Zuora CPQx, Helpdesk, Support Site, ACS, and OMS.
Validate and track compliance with partner agreements, usage reports, and customer-to-partner relationships.
Back up renewal and international teams as needed.
Apply price adjustments and discounts as requested and approved by Finance, Sales Leadership, or Deal Desk.
Communicate with customers and partners by email.
Attend weekly and monthly meetings to discuss open items, customer account concerns, collections, or system issues.
Assist with cross-training or training new employees as needed.
Work with the A/R team to assist with reporting and analytics for going-concern accounts.
Work international hours to support the Ireland and Hong Kong offices as needed.
Identify and communicate opportunities to improve internal billing operations and order management systems by reporting issues and making suggestions to the Global Billing Operations Senior Manager.
Perform other duties as assigned.