DescriptionLaserfiche is seeking a detail-oriented Billing Specialist to support the end-to-end quote-to-order and billing processes for our SaaS-based products and services. This role is responsible for the operational execution of billing, order management, and contract-related activities across subscription, support, professional services, and perpetual software offerings.
The Billing Specialist partners closely with Sales, Finance, and other internal teams to ensure accurate, timely, and compliant processing of customer and partner transactions. This role supports both direct customers and channel partners and serves as a key contributor to operational excellence within Global Billing Operations.
Location:
- Hybrid: Three days per week (Tuesday, Wednesday and Thursday) in-office in Long Beach, CA
- Remote work from home on Mondays and Fridays
About the Role - Key Responsibilities:
- Review and convert quotes to orders for customer confirmation for both channel and direct accounts
- Provide new and amendment quotes for all channel and direct customers
- Manage the daily processing of subscription, support, one-time software, and professional services quote to order end-to-end processing
- Work in various billing, CRM, CPQ, channel portal, and licensing systems (e.g. Salesforce, Zuora Billing, Zuora CPQx, Helpdesk, Support Site, ACS, OMS)
- Validate and track compliance with partner agreements, usage reports, and customer to partner relationships
- Back-up renewal and international teams as needed
- Apply price adjustments and/or discounts as requested and approved by Finance, Sales Leadership or Deal Desk
- Communicate with customers and partners via email
- Attend weekly and monthly meetings to discuss open items, customer account concerns, collections, or system issues
- Assist with cross-training or new employee training as the need arises.
- Work with A/R team to assist with reporting and analytics for going concern accounts
- Flexibility to work international hours to support Ireland office and Hong Kong office, as needed
- Proactively identify and communicate ways to improve internal billing operations and order management systems by reporting issues and making suggestions to the Global Billing Operations, Senior Manager
- Other duties as assigned
About You - Essential Qualifications:
- Fully knowledgeable and confident in managing all billing responsibilities, policies and procedures, including understanding basic accounting rules and regulations and the policies and procedures of the finance department.
- Fully capable of processing billing of new sales and amendments for the following transactions:
- One-Time Software Purchases of Perpetual Licenses
- Self-Hosted Subscription Systems
- SaaS Cloud Subscriptions
- LSSP Support Plans
- New, System Exchanges, Services (Used-based consumption), Amendments (Expansions and Downgrades), and back up Renewals
- System and SKU migrations
- SP Transfers and Terminations
- Fully knowledgeable and confident in all billing platforms, to include Zuora Billing, Zuora CPQx, OMS, Helpdesk, Support Site, ACS, and Salesforce
- Salesforce, Zuora CPQx and Zuora Billing experience highly preferred
- Adept at picking up new systems quickly
- Strong written and verbal communication skills
- Able to work effectively in hybrid environment
- Self-motivated and proven ability to work independently
- Strong conflict resolution with regards to customer and partner billing issues/concerns
- Analytical skills and excellent problem-solving skills a must
- Must be detail oriented with ability to prioritize and organize efficiently
- Understanding of accounting software basics, and proficiency in Microsoft Office, specifically Excel, required
- Associates Degree in Accounting, Finance, Business Administration or Sales Communications desired; Bachelor's degree preferred or equivalent experience
- At least three years of SaaS Billing, A/P or A/R experience
The salary range varies, and pay is based on several factors including but not limited to education, certifications (if applicable), candidate's geographic region, job-related knowledge, skills and years of experience amongst other factors.
Perks & Benefits at a Glance
- Generous time off:
- Hybrid Work Environment
- Free Parking: covered and EV charging stations
- Various 401 (k) Investment Options and Generous Company Match
- HMO and PPO Medical Care Options
Applicants must be authorized to work for Laserfiche in the United States on a full-time basis without the need for employer sponsorship. We are unable to sponsor new employment visas, or take over sponsorship of existing employment visas, at this time.
#LI-Hybrid
