Billing Representative

Smartsheet is a tech company with a human story to tell. We’re here to empower teams to manage projects, automate workflows, and rapidly build new secure solutions, using simple no-code tools. We’re revolutionaries – so for us changing the way the world works is all in a day’s work.

The Billing and Invoicing Specialist is responsible for the timely and accurate review and processing of Smartsheet customer orders and invoices across our global organization. This position ensures the accuracy, quality, and completeness of customer orders and invoices. 

In 2005, Smartsheet was founded on the idea that teams and millions of people worldwide deserve a better way to achieve their very best work. Today, we provide a cloud-based platform for work execution, empowering organizations to plan, capture, track, automate, and report on work at scale, resulting in more efficient processes and better results.

The Billing and Invoicing Specialist will report to the Supervisor of Billing and Invoicing Operations located in San Jose, Costa Rica.

You will: 

• Process customer sales orders and invoicing requests; to include new product orders, upgrade orders, renewal orders, and statement of work (SOW) services orders
• Achieve 98%+ accuracy for all processed transactions
• Ensure invoicing schedules and deadlines are consistently met each month  
• Responsible for achieving targeted service level agreements and First Pass Yield objectives for billing and invoicing queues
• Responsible for required order reviews and quality assurance prior to order invoicing 
• Responsible for adhering to all company financial and process controls   
• Assist with customer invoicing queries and reconciliations
• Build relationships and work within a team and cross-functionally to achieve the organization’s overall mission
• Key contributor to process improvements, controls, and system optimization 
• Participate in special projects as assigned

You have:

• University degree in accounting, finance, related degree, or equivalent experience 
• 2+ years of combined experience in finance, Sales Support/Sales Operations experience a plus 
• Experience with large enterprise resource planning (ERP) systems (i.e. NetSuite, SAP, Oracle. etc.); experience with a customer relationship management (CRM) tool (i.e. Salesforce, MSFT Dynamics) preferred
• Advanced Google or Microsoft Office skills preferred
• Strong customer service skills
• Ability to excel in a fast-paced, dynamic work environment
• Excellent verbal and written communication skills, to include English language proficiency

Get to Know Us:

At Smartsheet, we’ve created a place where everyone is welcome — people from all over the world, all backgrounds, all ages, all colors, and all beliefs working side by side. Here, everyone can make a difference and empower others to do the same. You’re encouraged to apply even if your experience doesn’t precisely match our job description—if your career path has been nontraditional, that will set you apart. At Smartsheet, we empower everyone, everywhere to change the way the world works—join us!

Equal Opportunity Employer:

Smartsheet is an Equal Opportunity (EEO) employer committed to fostering an inclusive environment with the best employees. It is our policy to provide equal employment opportunities to all qualified applicants in accordance with applicable laws in the US, UK, Australia, Germany, Costa Rica, and Japan. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. 

If there are preparations we can make to help ensure you have a comfortable and positive interview experience, please let us know.

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