定期收入收款专员
Recurring Revenue Collections Specialist
职位概述
我们正在寻找一位注重细节、数据驱动的账单与收款专员，以支持高流量、每月定期收入（MRR）的业务。该职位负责准确的客户账单处理、主动催收以及账单工单的及时解决，同时确保客户和财务记录在QuickBooks Online（QBO）和HubSpot中保持一致。
理想的候选人能够处理频繁的订阅变更、升级、按比例计费和账单调整，同时保持准确性。该人员还将与会计团队合作，支持付款应用、收入分配、账户对账以及一般分类账活动。
主要职责
定期账单与订阅变更
- 准确且按时准备、审核和处理大量定期和一次性客户发票。
- 在QBO和HubSpot中维护客户的账单信息、付款条款、订阅详情和账单计划。
- 审核合同、批准的价格和客户变更，确认发票反映正确的产品、服务、金额和生效日期。
- 根据公司政策和审批要求处理升级、降级、附加项、取消、折扣、信用和按比例计费。
- 跟踪MRR的变化，并将批准的订阅活动与客户账单记录进行对账。
- 调查并解决缺失的发票、重复收费、错误定价以及系统间的差异。
- 与销售和客户成功团队协调，确保客户承诺和订阅变更在账单前被记录和沟通。
- 收款与应收账款
- 监控应收账款账龄，并根据逾期余额、账户历史和付款承诺优先安排催收工作。
- 专业地联系客户以解决未结余额、回答发票问题并获取付款。
- 维护收集尝试、争议、付款承诺和跟进日期的准确记录。
- 调查失败的付款、少付金额、未应用的现金和客户账户差异。
- 将客户付款和信用正确地应用到发票和账户上。
- 协调付款安排，并根据公司政策对逾期账户进行升级处理。
- 识别延迟付款的常见原因，并推荐改进措施以减少逾期余额并防止可避免的争议。
- 账单工单与客户支持
- 管理一个
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Position Summary
We are seeking a detail-oriented, data-driven Billing and Collections Specialist to support a high-volume, monthly recurring revenue (MRR) business. This role owns accurate customer billing, proactive collections, and timely resolution of billing tickets while keeping customer and financial records aligned across QuickBooks Online (QBO) and HubSpot.
The ideal candidate can manage frequent subscription changes, upgrades, prorations, and billing adjustments without losing accuracy. This person will also support payment applications, revenue allocation, account reconciliations, and general ledger activities in partnership with the accounting team.
Key Responsibilities
Recurring Billing and Subscription Changes
- Prepare, review, and process a high volume of recurring and one-time customer invoices accurately and on schedule.
- Maintain customer billing information, payment terms, subscription details, and billing schedules in QBO and HubSpot.
- Review contracts, approved pricing, and customer changes to confirm invoices reflect the correct products, services, amounts, and effective dates.
- Process upgrades, downgrades, add-ons, cancellations, discounts, credits, and prorated charges according to company policies and approval requirements.
- Track changes in MRR and reconcile approved subscription activity to customer billing records.
- Investigate and resolve missing invoices, duplicate charges, incorrect pricing, and discrepancies between systems.
- Coordinate with Sales and Customer Success to ensure customer commitments and subscription changes are documented and communicated before billing.
Collections and Accounts Receivable
- Monitor accounts receivable aging and prioritize collection activity based on past-due balances, account history, and payment commitments.
- Contact customers professionally to resolve outstanding balances, answer invoice questions, and secure payment.
- Maintain accurate records of collection attempts, disputes, payment commitments, and follow-up dates.
- Investigate failed payments, short payments, unapplied cash, and customer account discrepancies.
- Apply customer payments and credits to the correct invoices and accounts.
- Coordinate payment arrangements and escalate delinquent accounts according to company policy.
- Identify recurring causes of late payment and recommend improvements that reduce overdue balances and prevent avoidable disputes.
Billing Tickets and Customer Support
- Manage a high volume of billing and collections tickets while meeting established response and resolution targets.
- Categorize and prioritize requests based on urgency, financial impact, and customer needs.
- Research billing questions across QBO, HubSpot, contracts, and supporting documentation.
- Provide clear explanations of charges, credits, prorations, subscription changes, and outstanding balances.
- Document resolutions thoroughly and maintain clear ownership of open issues through completion.
- Identify repeat ticket trends and recommend changes to billing processes, customer communications, and internal documentation.
Revenue Allocation and General Ledger Support
- Allocate invoice line items to the appropriate revenue accounts, products, services, classes, or other reporting categories in accordance with established accounting policies.
- Distinguish recurring subscription charges from one-time fees and other revenue categories.
- Support accurate treatment of customer credits, refunds, unapplied payments, and deferred revenue where applicable.
- Assist with accounts receivable reconciliations and reconciliation of the accounts receivable subledger to the general ledger.
- Prepare supporting schedules and documentation for journal entries and month-end close.
- Assist with approved general ledger entries, account coding, and investigation of reconciliation differences.
- Help verify that billing adjustments and subscription changes are recorded in the correct accounting period.
- Maintain organized documentation to support internal reviews and audits.
Reporting, Data Quality, and Process Improvement
- Prepare and maintain reports on billing volume, accounts receivable aging, collections, overdue balances, disputes, and ticket activity.
- Analyze billing and collection data to identify errors, trends, bottlenecks, and opportunities for improvement.
- Reconcile customer and subscription information between HubSpot and QBO, investigating discrepancies and correcting records within assigned authority.
- Support MRR reporting by identifying new subscriptions, upgrades, downgrades, cancellations, and other changes, while keeping MRR distinct from invoiced amounts, cash collections, and recognized revenue.
- Use spreadsheets to compare datasets, reconcile balances, and identify missing or inconsistent information.
- Document procedures and recommend practical improvements to workflows, controls, and automation.
- Follow approval requirements for pricing changes, credits, refunds, write-offs, and journal entries.
What Success Looks Like
- Recurring invoices are accurate and issued on schedule.
- Subscription changes and upgrades are reflected in billing in the correct period.
- Past-due accounts receive consistent follow-up, and collection issues are escalated promptly.
- Billing tickets are resolved within established service targets with clear documentation.
- Payments, credits, and revenue allocations are recorded accurately.
- QBO and HubSpot records are consistent, with discrepancies identified and resolved promptly.
- Reconciliations and month-end support are completed on time.
- Reporting is reliable, and recurring errors lead to measurable process improvements.
Key Competencies
Attention to detail: Identifies small discrepancies before they become customer or accounting problems.
Analytical judgment: Uses data to investigate issues, prioritize work, and explain results.
Organization and ownership: Manages high transaction and ticket volumes while maintaining accurate records and reliable follow-through.
Customer communication: Explains financial information clearly and handles disputes and collections with professionalism.
Accounting discipline: Follows established policies, maintains supporting documentation, and recognizes when an issue requires review or approval.
Requirements
Required Qualifications
- At least two years of experience in billing, collections, accounts receivable, or a closely related accounting role.
- Experience supporting a subscription, recurring revenue, or similarly high-volume billing environment.
- Hands-on proficiency with QuickBooks Online.
- Experience using HubSpot to maintain customer records and track customer activity or workflows.
- Strong Excel or Google Sheets skills, including pivot tables, lookup functions, filtering, and reconciliation of large datasets.
- Working knowledge of accounts receivable, payment application, account reconciliations, and basic general ledger accounting.
- Experience managing customer requests through a ticketing system or structured service queue.
- Ability to process frequent account changes accurately while managing competing deadlines.
- Strong written and verbal communication skills, including the ability to handle sensitive collection conversations professionally.
- Demonstrated ability to investigate discrepancies, document findings, and follow issues through resolution.
Preferred Qualifications
- Experience in a SaaS or other MRR-based business.
- Familiarity with subscription billing platforms, payment processors, and integrations between CRM and accounting systems.
- Experience with prorated billing, mid-cycle upgrades, credits, and complex customer billing arrangements.
- Exposure to deferred revenue, revenue allocation, and month-end close support.
- Associate’s or bachelor’s degree in accounting, finance, business, or a related field, or equivalent practical experience.
Benefits
SMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry.
Bottom Line: We change lives. Want proof? Read our Google My Business reviews.
The SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.
The SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans
Originally posted on Himalayas