Billing and Cash Application Specialist

📋 Description

• • Join Workleap Inc., a dynamic and innovative tech company based in Montréal, Quebec, as a Billing and Cash Application Specialist, and play a pivotal role in our revenue accounting team.
• • This position is strategically situated at the nexus of finance, sales, and customer operations, ensuring the seamless execution of billing processes, efficient application of cash receipts, and a smooth onboarding experience for our valued customers.
• • Your meticulous work will have a direct and significant impact on the accuracy of our revenue recognition, the health of our cash flow, and the overall satisfaction of our customer base, making you an indispensable contributor to our SaaS operations.
• • In this high-energy, fast-paced environment, your unwavering commitment to accuracy, your prompt responsiveness to inquiries, and your dedication to aligning processes will be paramount in supporting Workleap's continuous growth and success.
• • As a Billing and Cash Application Specialist, you will be responsible for the end-to-end billing cycle, including the preparation, thorough review, and timely issuance of customer invoices, ensuring strict adherence to all contract terms and prevailing revenue recognition principles.
• • You will foster strong collaborative relationships with our Sales and Revenue Operations (RevOps) teams to guarantee the precise and accurate billing for all new deals, contract renewals, and any necessary credit adjustments.
• • A key aspect of your role will involve addressing customer inquiries related to billing and payments with the utmost professionalism, empathy, and efficiency, ensuring a positive customer interaction.
• • You will be tasked with the accurate and timely application of all incoming payments, encompassing various methods such as ACH, wire transfers, credit card payments, and checks, while diligently investigating and resolving any discrepancies that may arise.
• • This role extends to managing essential administrative tasks for customer onboarding, including the completion of vendor forms, setting up customer portals, and meticulously tracking Purchase Orders (POs) to facilitate a seamless transition.
• • You will actively coordinate with customer procurement and Accounts Payable (AP) departments to ensure the efficient and timely completion of all onboarding requirements, fostering strong inter-company relationships.
• • Maintaining the integrity of our Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems will be a core responsibility, ensuring all data is accurate, up-to-date, and supported by audit-ready documentation.
• • You will provide crucial support in ensuring internal compliance with established accounting policies and relevant tax regulations, contributing to the overall financial health and compliance of the organization.
• • A typical week will involve managing the complete billing and cash application cycle, from the initial generation of invoices to the final application of payments and resolution of any variances.
• • You will engage in close collaboration with Sales and RevOps teams to provide support for new contracts, renewals, and credits, ensuring financial alignment across departments.
• • You will also partner with customers and their respective procurement teams to fulfill onboarding prerequisites, streamlining the initial stages of the customer relationship.
• • Throughout these activities, you will consistently update ERP and CRM data, maintain comprehensive audit trails, and actively contribute to process enhancement initiatives as the business scales.
• • Each week presents a blend of detailed, precise work, cross-functional teamwork, and customer-focused problem-solving, offering a dynamic and engaging work experience.
• • You will be an integral part of the Finance team, specifically within the revenue accounting function, working closely with Sales, Customer Success, and RevOps to harmonize processes and ensure a fluid customer journey from the point of deal closure through to payment receipt.
• • As Workleap continues its growth trajectory, the team is focused on refining and streamlining billing and onboarding workflows, reinforcing internal controls, and enhancing automation across various financial processes.
• • Having recently upgraded our order-to-cash technology stack, we are committed to building more efficient and predictable revenue cycles, and your role will be instrumental in driving these improvements while upholding exceptional customer support standards.
• • This role offers a unique opportunity to contribute to a growing SaaS company, impacting key financial operations and customer satisfaction.