Billing and Accounts Receivable Specialist
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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
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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