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Billing and Accounts Receivable Specialist

External
ideals logoIdeals · Colombia
Full-timeRemote1w ago
Accounts ReceivableClinical TrialsCRMHubSpotLeadershipLess
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About the role

We're looking for a Billing & Accounts Receivable Specialist to join our team in Colombia. You'll own the end-to-end billing cycle for an assigned client portfolio across North and South America - ensuring invoices go out correctly, payments come in on time, and clients always have a reliable point of contact.

Responsibilities

  • Create invoices following established procedures
  • Review automatically generated invoices for accuracy and completeness
  • Perform monthly billing reconciliation between the ERP system and local Notas Fiscais
  • Collaborate with Finance, Sales, and Customer Success on contract terms, payment status, and client requests
  • Manage inbound client communication - calls, emails, and support requests - responding promptly and professionally
  • Monitor and follow up with overdue accounts/debtors across the South American portfolio
  • What you bring
  • 2+ years of experience in billing or other accounting process handling is preferable
  • Bachelor's degree, preferably in Finance, Accounting, or a related field
  • 1+ year experience in a leading customer-facing organization (B2B SaaS is an advantage)
  • Hands-on experience with ERP systems (NetSuite preferred)
  • Experience with Brazilian local invoicing
  • Strong written and verbal communication skills in English
  • Proficiency in Microsoft Office with sharp analytical skills and high attention to detail
  • Ability to manage multiple priorities and meet deadlines consistently

Requirements

  • Intermediate proficiency in Portuguese
  • Experience with ticketing systems
  • Experience working with CRM platforms (Hubspot preferred)
  • Practical experience with AI-powered tools
  • Our assessment process
  • Screening call with the Talent Acquisition Specialist (30-45 mins)
  • Test Task (up to 2 hours)
  • Competency-based interview with the Talent Acquisition Specialist (90 mins)
  • Hiring Manager interview (60 mins)

Benefits

We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.For your best workRemote-first flexibility to shape your ideal workdayHome workplace budgetCo-working expense coverageIndividual IT budget for extra equipmentTop-tier tech and AI-powered toolsFor your growthAccess to Ideals Academy with numerous coursesInvestment in external learning and development activitiesGuidance in Personal Development Plan creationProfessional literature and subscriptions coverageSupport of your passion as a speaker or writerInternal talent mobility opportunitiesFor your well-beingTailored Wellness Package for your physical and mental healthFunding for sports competitions15 business days of paid time off per yearPaid health-related time-offExtra perksBudget for meetups with your local teamGenerous internal referral programOur cultureDiscover more .Ideals is an equal opportunity employerHealth insuranceRemote work options

Additional Information

Get to know us Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 300,000 companies globally, we help people run high-stakes processes and make important decisions with less stress, higher quality, and shorter hours. Ideals Virtual Data Room (VDR) : Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions. Ideals Board : Board and leadership collaboration platform for faster, safer, and more compliant decision-making.


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