Billing Specialist

2 weeks ago

Vancouver, Canada Global Relay Full time

**Who we are**:
For over 20 years, Global Relay has set the standard in enterprise information archiving with industry-leading cloud archiving, surveillance, eDiscovery, and analytics solutions. We securely capture and preserve the communications data of the world's most highly regulated firms, giving them greater visibility and control over their information and ensuring compliance with stringent regulations.

Though we offer competitive compensation and benefits and all the other perks one would expect from an established company, we are not your typical technology company. Global Relay is a career-building company. A place for big ideas. New challenges. Groundbreaking innovation. It's a place where you can genuinely make an impact - and be recognized for it.

**Your Role**:
As a Billing Specialist you will be responsible for invoicing and processing payments for Global Relay's customers. Ensuring that invoices and payments are posted completely, accurately and on a timely basis is integral to the role. You will be working in our main office in Vancouver with international customer base. You play an essential role supporting the Billing Operations team and will report to the Team Lead, Revenue & Receivables. This is a fantastic opportunity to have an exciting and growing career path, while doing business with some of the world's largest organizations. If you are motivated and passionate, willing to learn, and want to work and grow in a fast-paced environment, then this is the job and team for you

**The Job**:

- Ensure invoices and credit notes are prepared for our direct, partner, and umbrella (direct with child billing entities) customers in a timely manner and with accuracy for the following:

- Recurring services, including billing adjustments thereto
- New customer signups
- Terminations
- Renewals
- One-time services (setup fees, professional services, overages, interest, etc.)
- Monitor Salesforce dashboards, queues, and/or reports daily to ensure open items are actioned on a daily basis.
- Review billing records to ensure services are accurately invoiced according to customer's Order Form and our Master Terms of Service.
- Review small-to-medium business ('SMB') customer sales opportunities (pending and closed) for completeness to ensure correct products, pricing and terms have been applied.
- Work cross-functionally with other departments (i.e. project management, sales, customer success, etc.) to ensure complete, accurate, and timely billing for SMB customers.
- Prepare monthly reconciliation between billing records and Global Relay's internal databases to ensure completeness of revenue captured for services provided.
- Reconcile vendor resold services and prepare reporting thereof, where applicable.
- Review cash entries to ensure customer receipts are posted and matched correctly and reconcile with bank records.
- Manage Global Relay's credit card payment gateway and perform tasks such as reconcile charges against billing records, verify accuracy of deposits compared to charges processed, and monitor overall performance of the gateway to ensure efficient operation of payment processing.
- Calculate referral commissions on a monthly basis and assist with any inquiries from our referral partners.
- Be the first point of contact for all internal SMB billing inquiries.
- Answer incoming phone calls from customers, including billing inquiries and other post-sales correspondence.
- Review customer case queues daily to ensure cases are assigned and actioned in a timely manner, including identifying urgent or complex cases for escalation meanwhile ensuring cases close metrics are adhered to.
- Perform other month end and accounting duties and ad hoc tasks as necessary.

**About You**:

- A minimum of 2-3 years experience working in an office environment, preferably in Accounting.
- Post-secondary education in Accounting with a good understanding of financial terminology is an asset.
- Intermediate knowledge of MS Excel (i.e. Pivot tables, V-lookups, etc.), Word, and Outlook.
- Excellent telephone etiquette and ability to write clear and professional formal business communications.
- Impeccable accuracy with numbers and high attention to detail.
- Strong work ethic and integrity.
- Ability to exercise tact and discretion and to be entrusted with confidential information.
- Exceptional organizational skills with the ability to prioritize and time-manage.
- Ability to work independently as well as within a team with mínimal supervision.
- Familiarity with the Salesforce CRM system and/or NetSuite ERP is an asset.

**What you can expect**:
At Global Relay, there's no ceiling to what you can achieve. It's the land of opportunity for the energetic, the intelligent, the driven. You'll receive the mentoring, coaching, and support you need to reach your career goals. You'll be part of a culture that breeds creativity and rewards perseverance and hard work. And you'll be working alongside smart, talented ind

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