Billing & Invoicing Specialist

Role Overview

We are looking to hire a detail-oriented Finance Executive to manage end-to-end billing, receivables, and sales accounting operations.

This role is focused on ensuring accurate invoicing, smooth payment collection processes, and disciplined tracking of receivables to support healthy cash flow and financial accuracy.

The individual will work closely with sales, operations, and customer support teams to ensure seamless coordination across revenue-related processes.

Key Responsibilities

1. Billing & Invoicing Operations

• Generate and process customer invoices accurately and on time
• Ensure proper documentation and adherence to billing policies
• Handle invoice corrections and adjustments where required

2. Payment Processing & Collections Support

• Create and share payment links with customers via designated platforms
• Track incoming payments and ensure timely updates in systems
• Support follow-ups on pending collections and overdue accounts

3. Sales Accounting & Data Management

• Maintain accurate daily sales entries in accounting systems/ERP
• Record approved discounts, offers, and pricing adjustments
• Ensure data consistency between sales and finance records

4. Accounts Receivable Management

• Monitor receivables aging and highlight overdue accounts
• Reconcile customer payments against invoices
• Resolve discrepancies and payment mismatches

5. Cross-functional Coordination

• Work closely with Sales, Operations, and Customer Support teams
• Resolve billing-related queries and ensure smooth communication
• Support alignment between commercial and finance functions

6. Reporting & MIS

• Prepare periodic reports on invoicing, collections, and outstanding receivables
• Track discount utilization and revenue-related metrics
• Share insights to support financial planning and decision-making

7. Month-end & Compliance Support

• Support month-end closing activities related to revenue and receivables
• Ensure compliance with internal controls and documentation standards
• Assist in audit preparation and data validation

Requirements

• Bachelor’s degree in Commerce, Finance, Accounting, or related field
• 1–4 years of experience in billing, accounts receivable, or finance operations
• Strong understanding of invoicing, reconciliation, and receivables management
• Proficiency in Excel and accounting/ERP systems (Tally, Zoho, SAP, Oracle, etc.)
• High attention to detail and numerical accuracy
• Strong coordination and follow-up skills
• Ability to work in a fast-paced, process-driven environment

Job Description

Role: OTC Specialist – Order to Cash (OTC)

Experience: 1–3 Years

Qualification: B.Com / M.Com / MBA

Key Responsibilities

• Create, update, and maintain customer master data in the ERP system.
• Handle customer invoicing and billing activities.
• Perform cash application and payment allocation.
• Generate and process dunning reports for overdue payments.
• Investigate customer account discrepancies and coordinate with customers or clients for resolution.
• Perform account reconciliation and support month-end closing activities.
• Manage periodic contract pricing updates.
• Ensure accuracy and timely completion of OTC transactions.

Required Skills

• 1–3 years of experience in OTC processes, preferably in Accounts Receivable.
• Exposure to Finance & Accounting (F&A) processes.
• Knowledge of customer master data management, invoicing, cash application, and dunning.
• Knowledge of SAP or other ERP applications is preferred.
• Good verbal and written communication skills.
• Customer-focused attitude and strong attention to detail.
• Good problem-solving and analytical skills.
• Knowledge of VBA or Macros will be an added advantage.

Opportunity Details

Experience: 1–3 Years

Qualification: B.Com / M.Com / MBA

Employment Type: As per company requirements

Work Location: As per project requirement

Key Responsibilities

• Manage customer portfolios and follow up on outstanding payments.
• Monitor Accounts Receivable (AR) ageing and overdue invoices.
• Handle customer disputes related to invoices, pricing, taxes, and billing.
• Coordinate with internal teams to resolve payment and invoice issues.
• Track customer payment commitments and maintain accurate records.
• Support account reconciliation and cash application activities.
• Prepare daily, weekly, and monthly reports on collections and disputes.
• Maintain customer records and follow company policies and procedures.

Mandatory Requirements

• Minimum 2 years of overall experience.
• At least 1 years of experience in Dispute Management and/or O2C.
• Experience in B2B Collections and customer portfolio handling.
• International voice process experience is mandatory.
• Graduation is mandatory.
• Good English communication skills.
• Must be comfortable working in US shifts.

Key Responsibilities

• Manage assigned B2B customer portfolios and drive timely collection of outstanding/overdue invoices.
• Handle end-to-end O2C, collections, reconciliation, dispute management, and payment research.
• Follow up with international clients through calls and emails and resolve invoice/PO discrepancies.
• Analyze aging reports, payment patterns, credit limits, and account statements.
• Coordinate with Sales, Credit, Operations, and Revenue teams for dispute and invoice resolution.
• Maintain accurate account updates, collection notes, approvals, and documentation.
• Participate in cash calls, client meetings, governance reviews, and process improvement initiatives.
• Achieve defined collection targets, SLAs, and quality standards.

Mandatory Criteria

• 4+ years overall experience with 2+ years in B2B Collections/O2C.
• International Voice & Portfolio Handling – Mandatory.
• Domestic Voice experience not acceptable.
• Excellent communication and analytical skills.
• Comfortable with US shifts and one-way cab facility.
• PF registration with previous organization mandatory.
• Knowledge of Dynamics / Oracle / NetSuite & Advanced Excel is preferred.

EGNYTE YOUR CAREER. SPARK YOUR PASSION.

Egnyte is a place where we spark opportunities for amazing people. We believe that every role has meaning, and every Egnyter should be respected. With 23,000 customers worldwide and growing, you can make an impact by protecting their valuable data. When joining Egnyte, you’re not just landing a new career, you become part of a team of Egnyters who doers, thinkers, and collaborators are who embrace and live by our values:

Invested Relationships

Fiscal Prudence

Candid Conversations

ABOUT EGNYTE

Egnyte is the secure multi-cloud platform for content security and governance that enables organizations to better protect and collaborate on their most valuable content. Established in 2008, Egnyte has democratized cloud content security for more than 23,000 organizations, helping customers improve data security, maintain compliance, prevent and detect ransomware threats, and boost employee productivity on any app, any cloud, anywhere.

ABOUT THE ROLE

The Salesforce Administration team enables Egnyte by automating business processes, integrating sales and marketing tools, and maintaining Salesforce data integrity. We partner with Sales Operations to equip sales teams for effective prospecting and quoting, and with Finance to ensure accurate billing for customers and partners.

This role sits at the Finance end of that partnership. We run a ~900-user Salesforce org with Salesforce CPQ and Salesforce Billing at the center of quote-to-cash, integrated with NetSuite and a broader GTM stack. We are hiring someone who owns the Billing side of that stack end to end.

WHAT YOU’LL DO: 

Own Salesforce Billing (primary focus, ~60% of the role) 

• Serve as the subject matter expert for Salesforce Billing (blng) — invoice generation and scheduling, invoice runs, credit and debit notes, payments and payment allocation, refunds, and revenue schedules.
• Configure and maintain billing rules, tax rules, revenue recognition rules, finance books, finance periods, and legal entities; diagnose why an invoice line posted the way it did and correct it at the source.
• Run and troubleshoot scheduled billing and payment jobs; investigate failed or stuck invoice runs, unbilled order products, and proration or co-term discrepancies.
• Own billing reconciliation between Salesforce and NetSuite — investigate sync failures, mismatched amounts, and duplicate or orphaned records, and drive them to resolution with Finance.
• Support month-end and quarter-end close: period locks, cutoff issues, aging and deferred revenue reporting, and the ad hoc "why doesn't this tie out" questions that arrive at 6pm on the last day of the quarter.
• Partner with Finance and Revenue Accounting on audit requests, controls, and evidence for SOX-style reviews.

Support CPQ and the upstream quote lifecycle (~25%) 

• Administer Salesforce CPQ (SBQQ): product and price book setup, price rules, product rules, discount schedules, quote templates, and Advanced Approvals (SBAA).
• Support amendments, renewals, upgrades, downgrades, and cancellations — and understand how each one lands downstream in orders, contracts, subscriptions, and invoices.
• Trace defects across the full quote → order → contract → subscription → invoice → payment chain, and identify where in that chain the problem actually originated rather than where it surfaced.

General senior administration (~15%) 

• Handle core admin work across Sales Cloud, Revenue Cloud, and managed packages: user and license management, profiles and permission sets, validation rules, Flows, reports and dashboards.
• Complete regular internal system audits and prepare the org for Salesforce seasonal releases and managed package upgrades; maintain SME-level knowledge of what each release changes for CPQ and Billing.
• Coordinate the evaluation, scoping, and delivery of new development requests, including effort estimates and impact analysis.
• Perform thorough system testing in sandboxes before promotion, following the team's change management and deployment process.
• Work with the rest of the admin team to strengthen the processes that govern administrative, development, and change management activity.

YOUR QUALIFICATIONS:

• Minimum 4 years as a Salesforce administrator, including at least 2 years of hands-on Salesforce Billing configuration and support — not just exposure through a CPQ role.
• Demonstrated ownership of end-to-end quote-to-cash: order management, invoicing, amendments, renewals, credits, payments, and billing reconciliation.
• Working knowledge of the Billing and CPQ data model (blng and SBQQ objects) and how records relate across the lifecycle.
• Familiarity with an integrated ERP, ideally NetSuite, and with the failure modes of ERP–Salesforce integrations.
• Ability to troubleshoot complex CPQ and Billing issues while protecting data integrity, and to work effectively with Finance, Sales Operations, and other cross-functional partners.
• Proven ability to meet deadlines, prioritize competing requests, and manage laterally and upward.
• Ability to communicate clearly at all levels of the organization, to reconcile conflicting information from multiple sources, and to distinguish what a user asked for from what they actually need.
• Creative and analytical mindset with strong problem-solving skills. 

Preferred 

• Salesforce Certified Administrator and Salesforce CPQ Specialist; Revenue Cloud Consultant or Billing-specific credentials are a strong plus.
• Experience with subscription and usage-based billing models in a SaaS business.
• Exposure to tax engines (e.g., Avalara), payment gateways, and dunning or collections processes.
• Experience with middleware such as Boomi or Celigo.
• Experience supporting partner, reseller, or multi-entity billing.
• Familiarity with Salesforce's Revenue Cloud roadmap and what a move off legacy CPQ would involve.

BENEFITS

·      Competitive salaries

·      Medical insurance and healthcare benefits for you and your family

·      Fully paid premiums for life insurance

·      Flexible hours and PTO

·      Gym reimbursement

·      Childcare reimbursement

·      Group term life insurance

EQUAL EMPLOYMENT OPPORTUNITY

At Egnyte, we celebrate our unique differences and thrive on our diversity for our employees, our products, our customers, our investors, and our communities. Our global Egnyte Employee Communities (EECs) support representation and inclusion across our diverse workplace. Egnyters are encouraged to bring their whole selves to work and to appreciate the many differences that collectively make Egnyte a higher-performing company and a great place to be.

Egnyte will not allow any form of retaliation against employees who raise issues of equal employment opportunity. To ensure the workplace is free of artificial barriers, violation of this policy including any improper retaliatory conduct will lead to discipline, up to and including discharge. All employees must cooperate with all investigations conducted pursuant to this policy.

AP/AR & Data Entry Specialist

Experience: 0–2 Years

Employment Type: Full-Time

Location: Chennai – In Person

About the Role

We are looking for an AP/AR & Data Entry Specialist to support invoice and payment processing for customer accounts.

The role involves entering invoices, recording customer payments, applying payments to invoices, and checking financial documents for accuracy.

Training will be provided on the customer processes and applications.

Key Responsibilities

• Enter and process invoices accurately in customer systems.
• Review payment remittances received through email.
• Enter customer payments and cash receipts.
• Apply payments to the correct customer invoices.
• Process credit memos and apply them when required.
• Check invoices, payment details, and supporting documents for accuracy.
• Update and maintain financial records.
• Work with emails, Excel, PDF documents, and web-based applications.
• Follow customer-specific processes and instructions.
• Complete assigned work accurately and within required timelines.
• Raise questions when information is missing or unclear.

Requirements

• 0–2 years of experience in Accounts Payable (AP), Accounts Receivable (AR), accounting data entry, or a similar role.
• Basic understanding of invoices, payments, and customer accounts.
• Good typing and data entry skills.
• Strong attention to detail and accuracy.
• Good working knowledge of Microsoft Excel and Outlook.
• Comfortable working with PDF documents and online applications.
• Good communication skills.
• Ability to learn new applications and processes quickly.

Good to Have

• Experience with cash application or cash receipt processing.
• Experience with QuickBooks, Sage, Stampli, Ramp, or similar applications.
• Experience working with multiple customer accounts.
• Basic knowledge of accounting processes.

OTC (Accounts Receivable) – Job Opening

Experience: 1–3 Years

Location: Hyderabad Only

Relocation: Not Applicable

Key Responsibilities:

• Handle Order to Cash (OTC) and Accounts Receivable activities.
• Manage invoice processing, cash application and collections.
• Perform account reconciliation and resolve payment-related queries.
• Maintain accurate records and support timely closure of AR activities.
• Coordinate with internal teams and customers for issue resolution.

Mandatory Skills:

• Order to Cash (OTC)
• Accounts Receivable (AR)
• Invoice Processing
• Cash Application
• Reconciliation
• Collections / Payment Query Resolution

Candidate Profile:

• 1–3 years of relevant experience in OTC / Accounts Receivable.
• Good communication and analytical skills.
• Willing to work from Hyderabad.

Job Title: Procure-to-Pay (PTP) – Accounts Payable

Location: Chennai

Experience: 1–3 Years

Budget: Up to ₹4.5 LPA

Job Description:

We are looking for candidates with 1–3 years of experience in Procure-to-Pay (PTP), preferably in Accounts Payable, to join our Finance & Accounting (F&A) team.

Key Responsibilities:

• Process and validate supplier invoices.
• Analyse invoice data and resolve discrepancies.
• Review and process invoices that cannot be processed initially.
• Handle payment processing.
• Perform period-end closing and reconciliation.

Mandatory Skills:

• Procure-to-Pay (PTP)
• Accounts Payable (AP)
• Invoice Processing
• Payment Processing
• Finance & Accounting (F&A) knowledge

Preferred Skills:

• SAP application knowledge
• Good verbal and written communication
• Attention to detail and problem-solving skills

Qualification: B.Com / M.Com / MBA

Role: Accounts Executive – IT Products

Company Name

Savex Technologies Pvt. Ltd.

Location

• Yamunanagar
• Delhi
• Noida
• Gurugam
• Ghaziabad
• Faridabad

Mode of Working

Work From Office

Days of Working

6 days a week (1st and 2nd Saturdays are off and 3rd and 4th Saturdays are half days)

Responsibilities

• Manage end-to-end Accounts Payable – vendor invoice booking, verification, and timely payment processing
• Manage end-to-end Accounts Receivable – customer invoicing, payment collection follow-up, and reconciliation
• Handle sales back-office operations including PO processing and order punching in ERP
• Prepare and issue sales invoices, e-way bills, and related dispatch documentation
• Perform vendor and customer ledger reconciliation on a regular basis
• Coordinate with sales and warehouse teams for order status, dispatch, and billing accuracy
• Maintain accurate books of accounts and ensure timely GRN and stock-related entries in ERP
• Track outstanding payments/receivables and support claim processing and issue resolution
• Assist in month-end and year-end closing activities and MIS reporting
• Ensure statutory compliance related to invoicing (GST, TDS) in coordination with the accounts team
• Maintain proper documentation and systematic record filing

Qualification

• Graduate in Commerce (B.Com) / M.Com / MBA Finance preferred
• 3–5 years of experience in Accounts Payable, Accounts Receivable, and sales back-office operations, preferably in an IT products/distribution company
• Working knowledge of ERP systems (SAP / Tally / Busy or similar)
• Strong command over MS Excel (VLOOKUP, Pivot, basic formulas preferred)
• Good understanding of GST, TDS, and basic accounting principles
• Good communication and inter-department coordination skills
• Ability to multitask and work under pressure

Interview process

Face to Face