Quote To Cash Admin

Aston Carter•Houston, TX

1d•Remote

About The Position

The Quote-to-Cash Administrator supports the end-to-end billing and invoicing process by creating, validating, and releasing accurate customer invoices. This role focuses on pulling and verifying billing data, loading information into Zuora, generating invoices using approved templates, and managing billing-related cases in Salesforce. The administrator plays a key role in monitoring account activity, supporting the slow-payer process, and ensuring all billing activities comply with internal procedures and timelines.

Requirements

Bachelor’s degree in accounting or finance, or 2+ years of billing experience.
Ability to create pivot tables in Excel.
Ability to perform VLOOKUPs in Excel.
Strong attention to detail and accuracy in handling billing and invoicing data.
Sound judgment and problem-solving skills to identify and resolve billing discrepancies.
Experience with administrative support and data entry in a billing or finance environment.
Familiarity with billing and invoicing processes and terminology.

Nice To Haves

Experience working with Salesforce, particularly for billing-related cases.
Experience in a SaaS (Software as a Service) industry environment.
Experience using Zuora or similar subscription billing platforms.
Strong Excel skills beyond pivot tables and VLOOKUPs are beneficial.
Ability to work independently in a remote environment while managing multiple tasks and deadlines.
Strong communication skills to interact effectively with internal stakeholders and clients.

Responsibilities

Create and process customer invoices from start to finish, ensuring accuracy and completeness before release.
Pull, validate, and reconcile billing data from multiple sources to support invoice generation.
Load billing information into Zuora and generate invoices using approved templates.
Review invoice outputs for accuracy, completeness, and compliance with internal standards prior to distribution.
Manage and resolve Salesforce billing-related cases in a timely and professional manner.
Monitor system notifications related to billing and take appropriate action to address issues or discrepancies.
Proactively support the slow-payer process by monitoring account activity and payment behavior.
Issue client payment warnings in alignment with established billing and collections procedures.
Follow defined escalation procedures for overdue accounts, including coordinating service suspension when necessary.
Identify, investigate, and resolve billing discrepancies using sound judgment and problem-solving skills.
Ensure adherence to internal billing processes, timelines, and controls to maintain data integrity.
Perform administrative support and data entry tasks related to billing, invoicing, and account maintenance.
Collaborate with internal teams to clarify billing details and support accurate customer account records.