Billing Officer at Sourcefit

Position Summary

The Billing Officer is responsible for onboarding new customers, maintaining service data, and processing billing through systems like Emersion, Autotask and Xero. The role also involves managing customer billing queries and ensuring vendor charges are accurate through regular reconciliation via our vendor reconciliation platform. Attention to detail, strong system handling, and a proactive mindset are essential to ensure we deliver a smooth and accurate billing experience for both our customers and internal teams.

Job Details

• Work setup: Work-from-home
• Work Schedule: Monday – Friday, 6:00 AM to 3:00 PM (Manila Time)
• Holidays: AU Holidays

Key Role Responsibilities

Customer onboarding & Service Setup

• Accurately onboard new customers in Emersion or Autotask and update CRM record
• Set up and maintain services, plans, pricing, and quantities
• Ensure data consistency between CRM records and billing systems

Billing Management

• Generate and issue monthly or one-off invoices through Emersion or Xero based on data in Autotask
• Perform pre-billing validation and reconciliation to ensure billing accuracy and completeness.
• Ensure monthly billing is accurate, complete, and on schedule
• Update billing when services are added, removed, or cancelled in a timely manner

Customer Billing Support

• Respond to customer billing queries in a timely and professional manner
• Make necessary billing adjustments based on service changes or corrections
• Work closely with internal teams to resolve customer issues

Collaboration & Reporting

• Work closely with Operations, and Sales teams to ensure smooth workflows
• Assist with reporting and maintain accurate billing and service documentation
• Support ad-hoc billing, reconciliation, and finance projects as required

Experience & Competencies Required

• Prior experience in billing, or a similar role
• Strong attention to detail and high level of accuracy
• Good understanding of billing systems and processes
• Familiarity with tools like Xero, Emersion, Autotask, and vendor reconciliation platforms is a plus
• Proficient in Excel
• Proactive mindset with the ability to spot issues and suggest improvements
• Strong communication skills both written and verbal
• Willingness to learn
• Ability to collaborate in a team environment
• Ability to manage time effectively and meet regular deadlines

Nice to Have:

• Previous experience in the Telco, IT, MSP industry
• Understanding of Telco/IT/MSP billing models