Order and Billing Specialist

Cielo Projects

About The Position

Velotic is seeking an Order and Billing Lead to prepare, process, and deliver customer invoices accurately and on time. The role works closely with Sales, Order Management, Revenue Accounting, Customer Service, Tax, and Accounts Receivable to ensure billing follows contractual terms and internal policies. It is an individual-contributor position suited to someone who can manage high volumes of transactions, pay close attention to detail, and identify and resolve billing issues before invoices are issued. The position covers end-to-end order-to-billing work in the ERP, customer data management, invoice preparation and delivery, billing adjustments, reconciliations, reporting, close support, and audit requests. It also involves identifying recurring billing problems and recommending improvements to processes and controls. Success includes issuing accurate invoices on schedule, reducing errors and disputes, maintaining complete records, communicating requirements effectively, supporting the order-to-cash process, and leading or executing projects to simplify order-to-billing-to-collections processes.

Requirements

Bachelor's degree in Accounting, Finance, Business, or a related field, or equivalent relevant experience.
8+ years of experience in billing, accounts receivable, accounting, or a related finance function.
Strong attention to detail and accuracy.
Ability to interpret contracts, purchase orders, and billing instructions.
Strong organizational and time-management skills.
Excellent written and verbal communication skills.
Proficiency with Microsoft Excel.
Experience working with an ERP or billing system.
Experience with complex B2B or enterprise billing.

Nice To Haves

Experience in software, SaaS, technology, professional services, or subscription-based businesses.
Experience with NetSuite, Zone Billing, or similar ERP or billing platforms.
Experience with recurring, milestone, usage-based, or time-and-materials billing.
Experience working with customer procurement systems or electronic invoicing portals.
Experience supporting multi-site or multi-entity customers.

Responsibilities

Prepare, approve, and issue customer invoices in accordance with contractual terms, billing schedules, and customer requirements.
Review sales orders, contracts, purchase orders, and supporting documents for billing accuracy and completeness.
Verify pricing, quantities, billing dates, payment terms, tax information, and other invoice requirements.
Process recurring, milestone, usage-based, time-and-materials, and other customer billing.
Coordinate with Order Management to ensure orders are properly established and contain the information needed for accurate billing.
Work with Revenue Accounting to ensure billing activity is consistent with revenue recognition requirements.
Research and resolve billing errors, rejected invoices, and customer billing inquiries.
Prepare credit memos, rebills, debit memos, and other billing adjustments in accordance with company policies.
Monitor billing schedules and identify invoices approaching or past their scheduled billing dates.
Deliver invoices through appropriate customer billing portals or other required channels.
Maintain accurate billing documentation and customer records, including tax accuracy on invoices.
Assist with customer account reconciliations and research discrepancies between billing records and the general ledger.
Support month-end and year-end close activities related to billing and accounts receivable.
Prepare billing reports and assist management with analysis of billing activity and outstanding issues.
Execute end-to-end order-to-billing transactions and customer data management in the ERP.
Identify recurring billing problems and recommend improvements to billing processes and controls.
Assist with internal and external audit requests related to customer billing.
Advise, lead, and execute projects to simplify order-to-billing-to-collections processes.