Sr. Billing Specialist

AppFolio•Santa Barbara, CA

6d•$64,000 - $80,000•Hybrid

About The Position

AppFolio is more than a company. We’re a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. Where customers are empowered to take on any opportunity. We show up as one team, connected by our values to be a force for good. Because together, we have the power to create extraordinary outcomes for our customers, our communities, and ourselves. We are seeking a highly motivated and detail-oriented Senior Billing Specialist to join our finance team. This role is crucial for managing the entire billing cycle, from generating invoices to ensuring timely collections. The ideal candidate will be a proactive, customer-focused professional with excellent communication skills, capable of working both independently and as part of a team. This position involves managing complex billing operations, collaborating with various departments, and leading process improvement initiatives. You will play a key role in improving our billing system through automation, process optimization, and system enhancements to drive efficiency and operational excellence. The ideal candidate is customer-obsessed, has excellent communication abilities, and enjoys being a part of the team that paddles as one. Your impact Act as the primary contact for billing-related matters for direct customers and franchisees. Cultivate and maintain strong relationships with key stakeholders by promptly and professionally addressing billing concerns. Collaborate on creating initiatives to document, analyze, and optimize current billing workflows, aiming for greater scalability and reduced manual work. Initiate and contribute to cross-functional projects focused on enhancing billing processes, upgrading systems, and driving operational efficiencies. Lead project schedules, deliverables, and communication with stakeholders for billing initiatives. Evaluate project outcomes and propose recommendations for ongoing improvements. Provide management with insights into billing performance, including aging reports, collection status, and revenue impacts. Collaborate with our systems team to implement automation solutions for routine billing tasks and reporting. Identify and implement opportunities for automation within the billing function to enhance efficiency and accuracy. Handle and resolve escalated billing issues from key customers and partners, ensuring effective solutions. Monitor customer feedback regarding billing processes and implement improvements to enhance the customer experience. Reconcile customer accounts and resolve any billing discrepancies. Communicate with clients regarding billing inquiries and outstanding balances. Support month-end, quarter-end, and year-end closing procedures related to billing.

Requirements

Education: Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience.
Experience: 3 years of experience in a billing or accounts receivable role.
Skills: Experience with Saas software (Salesforce, Zuora, and NetSuite).
Strong knowledge of billing and revenue.
Excellent data entry and organizational skills.
Exceptional attention to detail and accuracy.
Strong written and verbal communication skills.
Ability to prioritize and manage multiple tasks in a fast-paced environment.
Proficiency in Microsoft Office Suite (Excel and Word).
Proficiency in Google Suite (Docs, Sheets, and Slides).

Nice To Haves

Experience with Saas or subscription billing.
Experience with Google Gemini or other AI software.
Experience partnering and executing on strategic projects.

Responsibilities

Act as the primary contact for billing-related matters for direct customers and franchisees.
Cultivate and maintain strong relationships with key stakeholders by promptly and professionally addressing billing concerns.
Collaborate on creating initiatives to document, analyze, and optimize current billing workflows, aiming for greater scalability and reduced manual work.
Initiate and contribute to cross-functional projects focused on enhancing billing processes, upgrading systems, and driving operational efficiencies.
Lead project schedules, deliverables, and communication with stakeholders for billing initiatives.
Evaluate project outcomes and propose recommendations for ongoing improvements.
Provide management with insights into billing performance, including aging reports, collection status, and revenue impacts.
Collaborate with our systems team to implement automation solutions for routine billing tasks and reporting.
Identify and implement opportunities for automation within the billing function to enhance efficiency and accuracy.
Handle and resolve escalated billing issues from key customers and partners, ensuring effective solutions.
Monitor customer feedback regarding billing processes and implement improvements to enhance the customer experience.
Reconcile customer accounts and resolve any billing discrepancies.
Communicate with clients regarding billing inquiries and outstanding balances.
Support month-end, quarter-end, and year-end closing procedures related to billing.