● Process and review daily Sales Orders in NetSuite based on closed opportunities
in Salesforce, ensuring complete accuracy and compliance with contractual terms.
● Validate customer, pricing, tax, billing, and commercial details before order
processing and invoicing.
● Create, review, and send customer invoices accurately and within defined timelines.
● Ensure all invoices are compliant with applicable tax regulations, company policies, and customer requirements.
● Upload invoices and supporting documents to customer billing portals as required.
● Maintain and manage key operational trackers such as: (PO tracker, SO tracker, Credit Memo tracker
● Support month-end and quarter-end close activities, including reconciliations and reporting.
● Perform billing reconciliations to ensure completeness and accuracy of invoicing and revenue-related data.
● Assist with revenue analysis, deferred revenue reviews, and billing-related reporting activities.
● Investigate and resolve billing discrepancies, invoice disputes, and customer queries in a timely manner.
● Partner closely with Sales, Revenue, Finance, Accounting, Collections, and Customer Success teams to resolve operational issues and improve processes.
● Identify opportunities for process improvements, automation, and operational efficiency within billing workflows.
● Support audit requests and maintain proper documentation for compliance purposes.