Accounts & Billing Specialist

Workato, Inc.

Job Overview

Location

Alabang, Philippines

Job Type

Full-time

Full Job Description

📋 Description

• Support global accounts receivable operations by responding to tickets and inquiries related to accounts and billing from multiple departments.
• Provision and upgrade customer accounts in coordination with Sales and Implementation teams, including monitoring auto-provisioning, manual provisioning, and processing churn requests.
• Book deals by conducting deal closing walkthroughs, analyzing order forms, and ensuring timely and accurate deal closure, particularly during month-end and quarter-end cycles.
• Manage invoicing and billing tools, handling special invoicing requests and sales tax processing while ensuring all invoices are issued accurately and on time each month and quarter.
• Process customer renewals and generate required reporting, coordinating closely with Sales and Customer Success teams to ensure seamless transitions.
• Ensure timely collections across all regions (APJ, EMEA, and USA) by managing multiple payment methods including ACH, Wire, Check, and Credit Card, and executing payment cadences with manual follow-ups and escalations as needed.
• Register and manage vendor accounts on vendor websites, completing finance-related forms and assisting with vendor onboarding documentation.
• Maintain and update finance resources, accounting records, and internal documentation to ensure clean, accurate, and audit-ready financial data.
• Generate financial reports as requested by the Finance team and assist with system evaluations and implementation planning by creating clear, actionable documentation.
• Coordinate with the Accounts Payable (AP) team to resolve clarifications and support cross-functional finance operations.
• Respond to inquiries and provide support to the Business Technology Team regarding accounting systems and processes.
• Work on EMEA hours, with flexibility to accommodate weekend and holiday shifts when business needs require.
• Maintain proficiency in accounting software, Microsoft Excel, and internal billing platforms to ensure operational efficiency and data integrity.

🎯 Requirements

• Graduate of Business, Finance, or a relevant degree
• 1-3+ years of experience in Accounts Receivable operations
• Proficient with computers, accounting software, and Microsoft Excel
• Experience working in an IT-related company is a plus
• Experience using SaaS billing software is a plus
• Experience with Salesforce and NetSuite is a plus

🏖️ Benefits

• Flexible, trust-oriented culture that empowers ownership of roles
• Emphasis on balancing productivity with self-care
• Vibrant and dynamic work environment
• Opportunities to work with a Forbes Cloud 100 company and Deloitte Tech Fast 500 recognized leader
• Supportive team culture with emphasis on collaboration and initiative
• Exposure to enterprise-grade cloud infrastructure and AI-driven automation platforms

Skills & Technologies

Remote

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Workato, Inc.

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About Workato, Inc.

Workato provides low-code/no-code enterprise automation and integration software that connects applications, data, and business processes across cloud and on-premises systems. Its platform offers pre-built connectors, recipes, and AI-powered workflow orchestration for finance, HR, IT, sales, support, and marketing functions. The company enables organizations to automate tasks without extensive coding, reducing manual effort and accelerating digital transformation initiatives. Workato serves mid-market to large enterprises worldwide through a subscription-based SaaS model, emphasizing security, governance, and scalability for complex integrations.

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