Invoicing Specialist

Key Responsibilities:

Agreement & Recurring Billing

· Generate and process monthly recurring invoices for managed service agreements in ConnectWise

· Ensure billing aligns with contract terms, pricing schedules, and service bundles

· Maintain accurate agreement billing setups, including additions, removals, and renewals

Service Ticket Invoicing

· Review service tickets for completeness, accuracy, and billable status

· Invoice time, materials, and project-related services based on approved ticket activity

· Partner with service delivery teams to resolve billing discrepancies or missing documentation

System & Invoice Management

· Sync invoicing activity between ConnectWise and NetSuite to ensure proper financial posting

· Maintain clean billing data and ensure invoices are coded correctly to customers and services

· Support invoice delivery workflows and respond to customer billing inquiries

Sales Order & Project Billing

· Take point on the transition from Sales to Operations by creating Sales Orders and structural Billing Agreements.

· Execute monthly billing for all active projects, managing the complexities of both Fixed Fee milestones and Time & Materials (T&M) projects.

· Generate and process all sales orders & project invoices daily.

Credit Memo Processing

· Credit Requests: Working with CSM & approvers to identify & process credits

· Identify Route Cause: fix any underlying cause, if applicable, in customer agreements

· Credit Memo Reporting: Maintain the credit memo database & produce monthly report

Process Improvement & Controls

· Assist in improving invoicing accuracy, cycle times, and standard billing procedures

· Support month-end close activities related to invoicing and deferred revenue

· Ensure compliance with internal controls and documentation standards

Skills & Competencies

· High-volume invoicing accuracy

· Strong organizational and communication skills

· Comfortable working cross-functionally with operations and finance

· Proficiency in Excel and billing analytics

Qualifications:

Technical Skills

• 2+ years of hands-on invoicing or billing experience, preferably in a service company environment

• Experience working with accounting or billing software (NetSuite or ConnectWise a plus)

• Familiarity with MSP or recurring revenue billing environments preferred

• Basic understanding of accounting principles and revenue recognition

• Account reconciliation experience a plus

• Microsoft Office proficiency — Excel, Word, Teams

• Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred (or equivalent experience)

Additional Skills:

• Strong attention to detail and numerical accuracy

• Ability to follow and consistently adhere to documented SOPs

• Meets deadlines, especially during month-end close

• Strong verbal and written communication skills

• Customer-first mindset when handling billing inquiries

• Ability to manage multiple tasks simultaneously and prioritize effectively

• Ability to work both independently and collaboratively within a team

Benefits:

· Competitive salary

· Comprehensive health benefits

· Unlimited paid time off

· Opportunities for professional growth and development

· Collaborative and supportive team environment