Billing Specialist - AR and Collections (Remote)
What Is Wrike?
Wrike is an enterprise-ready, cloud-based collaborative work management platform for managing cross-functional work at scale that is fully configurable and enables contextual collaboration in a secure environment. Enterprises use Wrike to offer a single digital workplace for all of their departments and teams.
Role and Responsibilities
- Must be ready to support US working hours; 8:30pm IST to 5:30am IST
- Perform account receivables collections and cash payment application in NetSuite
- Make collection calls to recover overdue invoice payments over the telephone or email and escalate per policy
- Communicate and resolve customer account queries by telephone and email
- Document detailed customer account status notes for record and follow up
- Investigate, substantiate and prepare customer credits and/or bad debt write offs
- Research, review and analyze data related to customer accounts, billing information and purchase contracts
- Set up and register customer account with 3rd party payment portals such as Ariba or Coupa
- Interact with data team to ensure appropriate reporting of billing and revenue data
- Recommend and help implement improvements to data collection and reporting methodologies in the related billing systems
- Work with cross functional teams (Sale, Support, Finance and Legal) to resolve billing and ordering issues
- Review, validate, and process customer contracts in CPQ/SFDC system.
- Make sure the customer subscription is provisioned according to the signed contract and all the contractual obligations are fulfilled
- Create, check and send invoices according to the rules and regulations, as well as in accordance with the customer requirements.
- Provide support to the Sales, Renewals, Legal, Customer Support, Customer Success and other teams
- Help structuring contracts, find the best solution for the sales team making sure it complies with company guidelines and system rules
- Validate or escalate exceptions and customization requests
- Respond to customer queries
- Assist with customer vendor forms
- Provide coverage and support to the other members of the billing team when required
- Assist in providing support documentations for financial audits
- Other ad-hoc duties as assigned.
Note: This is a contract role which will last 6 months.
Qualification Requirements
- Bachelor’s degree in Business, Finance or Accounting
- 1+ years of relevant experience
- Fluent oral and written communication skills in English
- Excellent customer service and organizational skills, with attention to detail
- Be able to work independently and cross functionally with Finance, Legal, Sales, and Customer Support teams
- Strong customer service, Excel and analytical skills
- Good understanding of basic legal contract structure and revenue recognition concepts is a plus
Tools you will use
- NetSuite/Oracle
- Salesforce CPQ
- Microsoft Suites (Word & Excel)
- Wrike Management tool
- ZenDesk ticketing system
- RingDNA
Perks of working at Wrike
- 10 days of National and Festival Holidays per year
- 18 days of paid vacation per year
- 14 days of sick leave with a medical certificate per year
- 5 uncertified sick days per year
- Group Medical Plan: Coverage for employees, spouse, children, and parents/in-laws for Rs 5,00,000
- Personal Accident Insurance: Rs 50,00,000
- Term Life Insurance: Rs 50,00,000
- Up to 26 weeks of paid maternity leave for the first two children
- 4 weeks of paid parental leave
- 2 days off for volunteering with nonprofit charities
- Broadband/Internet Reimbursement: INR 1500 per month
- Night shift allowance
- This position is available remote
Your recruitment buddy will be Tripti Sachan, Senior Recruiter.
#LI-TS1
Who Is Wrike and Our Culture
Wrike promotes a hybrid work mode for those that live near an office hub, we meet in the office 2-3 times a week. This work mode supports our culture of collaboration and solving problems fast to deliver business outcomes and win together.
Our persona
Our culture and Values
🤩 Customer-Focused
We care about our customers. We understand the customer journey, experience, and value derived from Wrike. Decision-making and action-taking are done with the customer in mind.
🤝 Collaborative
We work as one and win together, each bringing unique strengths that contribute to diversity of thought for better outcomes. Leveraging our own work management platform, we foster an environment of creative collaboration and shared achievement.
🎨 Creative
We strive to succeed through continuous innovation. It’s our pursuit of novel concepts that helped us create a market category. We continue to cultivate a workplace that fosters creative thinking as a means of transcending conventional boundaries and empowers us to break new ground to deliver extraordinary work management solutions.
💪 Committed
We believe in ownership at all levels of the organization, by owning workflows from start to finish. Each member of our team is an integral part of this commitment, establishing work as a platform for personal growth and transformation, as well as collective success and growth.
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