What are the responsibilities and job description for the Billing Specialist position at Maxio?
The A/R Billing Specialist serves as Maxio’s face to the customer, joining a collaborative, customer-focused Finance team. This role ensures the accuracy and timeliness of customer billing and collections, supporting strong cash flow and a seamless client experience.
Working side-by-side with the A/R Accountant, the Billing Analyst maintains audit-ready records, upholds compliance, and collaborates across Support, Sales, and Customer Success. The position operates extensively within the Maxio billing platform—the same system our customers use—ensuring operational excellence through first-hand product expertise.
Essential Duties & Responsibilities
Manage customer communications via Zendesk, ensuring timely and professional responses to billing inquiries.
Set up and maintain customer contacts, transactions, and invoicing schedules within the Maxio platform.
Conduct daily transaction reviews to ensure accuracy and identify expired or incomplete transactions.
Support collections efforts by monitoring overdue accounts, researching payment statuses, and coordinating outreach.
Assist with customer account suspensions in accordance with company policy.
Contribute to monthly sales tax reconciliations and reporting.
Perform ad hoc financial analyses to support operational and strategic decisions.
Knowledge, Skills, and Abilities (KSAOs)
Financial Reporting & Compliance: Ensures accurate accounts receivable reporting aligned with company policies and financial regulations.
Risk Mitigation & Internal Controls: Implements processes that reduce financial risk and strengthen A/R operations.
Time Management: Prioritizes tasks effectively to maintain smooth invoicing and collections processes.
Strategic Thinking: Interprets system data and customer contracts to ensure accurate and compliant billing.
Integrity: Upholds ethical standards in all financial transactions and customer interactions.
Collaboration: Partners closely with Finance, Sales, and Customer Success to maintain alignment and efficiency.
Stakeholder Relationship Management: Builds trusted relationships with customers, vendors, and internal teams.
Core Values (HYPE)
Honest & Open: We communicate transparently and with accountability.
Your Input Matters: We value feedback that drives continuous improvement.
Passion for Progress: We seek innovative ways to streamline A/R operations and improve the customer experience.
Expect Excellence: We take pride in delivering accurate, timely, and customer-centric financial outcomes.
Minimum Qualifications
Associate’s degree in Accounting, Finance, or a related field.
Strong attention to detail and analytical skills.
Proven ability to work accurately and independently in a fast-paced environment.
Advanced proficiency in Microsoft Excel (pivot tables, lookups, etc.).
Excellent verbal and written communication skills.
Demonstrated time and stakeholder management abilities.