Senior Lead – Billing and Disputes
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Job Description
Senior Lead resolving global customer billing disputes for Velotic, an industrial operations software company. Investigating discrepancies, processing adjustments, and improving order-to-cash accuracy.
Responsibilities:
- Investigate and resolve customer disputes related to invoices, pricing, contracts, credits, payments, and billing terms
- Review customer contracts, purchase orders, invoices, billing schedules, and supporting documentation to determine dispute validity
- Research discrepancies between contractual terms, customer expectations, and amounts billed
- Partner with Billing, Revenue Accounting, Sales, Operations, and other departments to resolve disputes efficiently
- Determine appropriate adjustments, credits, rebills, or other resolutions according to company policies and contractual requirements
- Prepare and process credit memos, debit memos, billing adjustments, and other accounting transactions
- Maintain accurate documentation and supporting evidence for dispute resolutions
- Track outstanding disputes and proactively follow up for timely resolution
- Identify recurring dispute trends and recommend process improvements
- Ensure dispute resolutions are reflected in accounting and billing systems
- Support month-end and year-end close activities related to accounts receivable and billing
- Provide documentation and explanations to internal and external auditors
- Develop and maintain reports and metrics on dispute volume, aging, resolution time, and financial impact
- Assist with improving billing processes, controls, and procedures
- Build working relationships across Finance, Sales, Operations, and Customer Service
Requirements:
- Bachelor's degree in Accounting, Finance, Business, or a related field
- 6+ years of accounting, accounts receivable, billing, or related finance experience
- Strong understanding of basic accounting principles
- Experience analyzing invoices, contracts, purchase orders, and account balances
- Strong analytical and problem-solving skills
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills
- Ability to manage multiple disputes and priorities simultaneously
- Proficiency with Microsoft Excel and accounting/ERP systems
- Experience with complex B2B or enterprise billing
- Experience working with contractual billing arrangements
- Experience with ERP systems such as Oracle, SAP, or similar platforms
- Experience working with SaaS, software, technology, professional services, or other subscription-based businesses
- Experience developing dispute-aging and accounts-receivable reporting
- Experience identifying root causes of recurring billing disputes
Benefits:
- Performance Bonus
- Flexible work arrangements
- Discretionary Time Off (DTO)
- Global paid parental leave
- Employee Assistance Program (EAP)
- Competitive benefits, compensation and long-term impact on how the world’s industrial companies operate, automate, and innovate
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