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Billing & Collections Specialist

WrikeBangalore
On-site Full-time

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Experience Level

Experience

Qualifications

Bachelor’s degree in Business, Finance, Accounting, or a related discipline.3+ years of relevant experience in billing, collections, order management, or a similar field. Proficient in verbal and written communication in English; additional languages are a plus. Experience with CPQ/Salesforce (SFDC) and NetSuite is advantageous. Strong analytical and problem-solving skills. Detail-oriented with a focus on accuracy and compliance. Ability to work under pressure and meet tight deadlines.

About the job

Wrike is a leading work management platform that empowers teams and organizations to collaborate, innovate, and excel daily. By centralizing all work, Wrike simplifies processes, boosts productivity, and enables individuals to focus on their most impactful tasks.
 
Our vision: A world where everyone is free to concentrate on their most meaningful work, together. 
 

About the Role

As a Billing & Collections Specialist at Wrike, you will play a vital role in ensuring accurate and prompt billing and collections for our diverse global clientele. Your responsibilities will encompass managing invoices, payments, and contract processes, which will directly support revenue integrity and enhance customer satisfaction, thereby contributing to Wrike's financial stability and operational excellence.

Your Impact

  • Support US working hours (6:30pm IST to 3:30am IST) to collaborate with our global teams and clients.
  • Proactively follow up on outstanding invoices by reaching out to customers via email and phone to ensure timely payments.
  • Efficiently allocate incoming payments to the appropriate invoices and customer accounts.
  • Review, validate, and process customer contracts using CPQ/Salesforce (SFDC).
  • Ensure customers are provisioned according to signed agreements and fulfill all contractual obligations.
  • Create, verify, and send invoices in accordance with internal policies, regulations, and customer specifications.
  • Deliver operational and process support to Sales, Renewals, Legal, Customer Support, Customer Success, and other internal teams.
  • Assist in structuring deals and contracts to develop optimal solutions for Sales while adhering to company guidelines and system regulations.
  • Validate or escalate exceptions and customization requests when necessary.
  • Utilize SFDC, CPQ, NetSuite, Wrike, and Zendesk daily to manage billing and customer inquiries.
  • Troubleshoot any system limitations or issues related to billing and contracts.
  • Address customer queries, including cancellation requests and vendor form completions.
  • Provide assistance and coverage to other billing team members as required.
  • Perform additional ad-hoc duties to support the broader Finance and Operations functions.

Your Qualifications

  • Bachelor’s degree in Business, Finance, Accounting, or a related discipline.
  • 3+ years of relevant experience in billing, collections, order management, or a similar field.
  • Proficient in verbal and written communication in English; additional languages are a plus.
  • Experience with CPQ/Salesforce (SFDC) and NetSuite is advantageous.
  • Strong analytical and problem-solving skills.
  • Detail-oriented with a focus on accuracy and compliance.
  • Ability to work under pressure and meet tight deadlines.

About Wrike

Wrike is a premier work management platform designed to enhance collaboration among teams and organizations, enabling them to streamline their processes, increase productivity, and focus on impactful work.

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