Accounts and Billing Specialist

The role

You will support global accounts receivable operations for Workato, including billing, deal closing, collections and provisioning. You will work with the Sales, Implementation and Customer Success teams and report to the Accounts & Billing Manager in the Philippines.

What you will do

• Respond to tickets and inquiries about accounts and billing from various departments
• Provision and upgrade accounts, including monitoring auto and manual provisioning
• Process churn and book deals, including order form analysis and deal closing walkthroughs
• Close deals and process invoices accurately and on time at month-end and quarter-end
• Manage invoicing and billing tools, including special invoicing requests and sales tax processing
• Process renewals and manage reports with the Sales and Customer Success teams
• Ensure timely collections across APJ, EMEA and USA using ACH, wire, check and credit card
• Manage collection cadences, including manual follow-up and escalation
• Register for and manage vendor websites, and complete vendor and finance forms
• Generate finance reports, maintain accounting system records, and support AP and Business Technology teams

Required qualifications

• Graduate of Business, Finance or a related field
• 3+ years of working experience in Accounts Receivable operations
• Strong understanding of AR operations, Order to Cash (O2C) processes and month-end close activities
• Advanced proficiency in Microsoft Excel and Google Workspace tools
• Experience using ERP systems such as NetSuite, Coupa or similar platforms
• Strong attention to detail and good analytical skills
• Responsive to queries and strong work ethic
• Great time management and organizational skills
• Excellent collaboration and communication skills
• Able to work independently but values teamwork and spirit
• Positive, willing-to-learn attitude and resilient
• High level of curiosity and enjoys taking initiative

Nice to have

• Experience working in a SaaS or iPaaS company
• Exposure to AI-enabled finance operations, intelligent workflow automation or digital transformation projects

Benefits

• Flexible, trust-oriented culture
• Vibrant and dynamic work environment
• A multitude of benefits inside and outside of work

Before you apply

• Work on APJ hours and be available on weekends when needed and with holiday shifting

About the company

Workato is a Control and Execution Platform for Enterprise AI that unifies data, applications and processes for enterprise customers. The company states it has more than a decade of running mission-critical processes for over half the Fortune 500.