Billing & Accounts Receivable Team Lead (Offshore)

Job Description
Billing & Accounts Receivable Team Lead (Offshore)

Position Summary

The Billing & Accounts Receivable Team Lead (Offshore) supports the Accounting Manager – Billing & Revenue by leading day-to-day billing operations and providing technical leadership to the offshore Billing & Accounts Receivable team. This role is responsible for ensuring accurate and timely billing, Sales Order processing, billing adjustments, and operational support for the Company's Quote-to-Cash process. The position also serves as a backup for critical Billing & Revenue functions while driving standardization, quality, and continuous process improvements.

Job Details

Hybrid: 2 days onsite (Tuesday and Wednesday) and 3 days’ work from home (Monday, Thursday, Friday)

Monday to Friday | 8:00 PM to 5:00 AM (Manila Time)

*Following US Holidays

Primary Responsibilities

• Lead the day-to-day operations of the offshore Billing & Accounts Receivable team and serve as the primary point of contact for billing-related activities.
• Prepare and review customer invoices to ensure timely, accurate, and complete billing.
• Create and maintain Sales Orders and related billing records in NetSuite.
• Monitor and manage the Billing inbox, ensuring timely responses to internal and external requests.
• Prepare and process credit memos, billing adjustments, and rebills with appropriate approvals and supporting documentation.
• Support customer account reconciliations and investigate billing discrepancies.
• Assist with equipment billing, customer portal billing (e.g., Coupa), and other specialized billing activities as assigned.
• Serve as backup for critical Billing & Revenue functions, including billing operations, Sales Order processing, and cash application.
• Maintain billing documentation, standard operating procedures, and internal controls.
• Identify opportunities to improve billing accuracy, automate processes, and enhance operational efficiency.
• Support month-end close activities related to billing and Accounts Receivable.

Leadership Responsibilities

• Provide day-to-day guidance, coaching, and training to offshore Billing & Accounts Receivable staff.
• Review work for accuracy, completeness, and compliance with established procedures.
• Monitor workload, productivity, and service levels.
• Support onboarding, cross-training, and continuous process improvement.

Cross-Functional Partnerships

• Accounting Manager – Billing & Revenue
• Accounts Receivable & Collections Manager
• Sales
• Customer Success
• Revenue Operations

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 8+ years of progressive Billing and Accounts Receivable experience, including experience leading or mentoring a team.
• Hands-on experience with NetSuite and Salesforce is required.
• Experience in a SaaS or recurring revenue environment preferred.
• Advanced Microsoft Excel skills, including PivotTables, lookups, complex formulas, and data analysis.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency in using AI tools to improve productivity, process efficiency, and data analysis.
• Excellent communication skills and attention to detail.

Key Performance Indicators

• Billing accuracy and timeliness.
• Sales Order accuracy.
• Billing inbox response time.
• Credit memo turnaround time.
• Reduction in billing errors and rework.
• Process improvements and SOP development.
• Cross-training and backup readiness.