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Billing Manager (12-month FTC)

Location: Reading

Role purpose

To manage the end-to-end billing process ensuring invoices and cancellations are processed in a timely manner in line with contractual terms, direct debits are updated accordingly, and customer queries are addressed promptly.

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Key responsibilities

Ownership of the Billing function including the following:

  • Raise and send all sales invoices via Salesforce and Xero including:
    • New orders
    • Renewals
    • Additional users
    • Ensuring alignment with contractual terms.
  • Process changes requested by customers including:
    • Novations
    • Partial & full cancellations
  • Ensure customer direct debit requests are setup accurately in PaySuite and collected successfully
  • Post and allocate customer receipts in Xero
  • Maintain a clean and tidy sales ledger at all times including resolution of any anomalies
  • Follow up and resolve any bounced direct debit requests alongside our Customer Success and Legal teams
  • Generate and distribute customer statements
  • Field customer queries via phone and email, providing a high level of customer service
  • Build and maintain strong relationships with customers to facilitate timely payments and resolve billing disputes and discrepancies
  • Create new customer accounts and maintain the integrity of our customer master data
  • Management of the shared accounts inbox ensuring we meet our 48 hour response time SLA
  • Maintain deferred income balances by customer and invoice

Key attributes & skills

  • A minimum of 5 years’ experience in a similar Accounts Receivable role
  • The ability to deal with processing high volumes of transactions to tight deadlines whilst not compromising accuracy
  • A focus on providing great customer service and communication to internal & external stakeholders
  • A desire to take ownership of tasks and see them through to completion
  • Ability to prioritise your workload and be organised

Systems experience (desired but not essential)

  • Xero
  • Salesforce
  • PaySuite
  • Excel
Starting a new position can be nerve-racking, however, from the very first interview through to joining the team I have felt nothing but relaxed and welcome. Dynamic Planner are such a warm, happy, and helpful group of people that I settled in so quickly and never looked back. It’s a company that genuinely care about its people, they make me feel valued and I’m so grateful to be part of the family.
Sam Hinde
Client Success Associate
The company is the right size that there’s plenty of interesting stuff going on, but small enough that you can take ownership of things.
Max Bowser
Developer

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