Accounts and Billing Specialist

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, feel free to check out why:

• Business Insider named us an “enterprise startup to bet your career on”
• Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world
• Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
• Quartz ranked us the #1 best company for remote workers

Responsibilities

Workato Philippines, Inc. is seeking a highly detail-oriented, proactive, and process-driven Accounts and Billing Specialist (APJ hours) to join our growing Finance team. In this role, you will be involved in supporting global accounts receivable operations and will report to the Accounts & Billing Manager based in the Philippines.

In this role, you will also be responsible to:

Respond to tickets regarding Accounts and Billing requests

Respond to accounts and billing-related inquiries from various departments

Provision and Upgrade Accounts

Includes coordinating with the Sales team and the Implementation team

Monitoring of auto provisioning and manual provisioning

Processing of churn

Book Deals

Conduct deal closing walkthroughs

Includes analysis of order forms

Timely and accurate closing of deals, especially on the month-end and quarter-end

Invoicing and billing tool management

Includes special invoicing requests and sales tax processing

Ensure all invoices are processed in a timely manner every month-end and quarter-end

Process renewals and report management

Includes coordinating with the Sales team and the Customer Success team

Ensure timely collections for all regions (APJ, EMEA, and USA)

Handle different payment methods (ACH, Wire, Check, Credit Card)

Manage Cadences

Manual follow up/escalation

Includes coordinating with Sales team and Customer Success team

Registration and management for Vendor websites

Fill out vendor forms and assist with other finance-related forms

Updating and maintaining resources and finance materials

Generate reports needed by the finance team

Manage all accounting systems to ensure clean records

Coordinate with AP Team requests and assist when they have clarifications

Attend to the Business Technology Team’s questions and clarifications

Create documentation that will be used in the evaluation of new systems and implementation when needed

Requirements

Qualifications / Experience / Technical Skills

Must be a graduate of Business, Finance or related field

3+ years of working experience in Accounts Receivable operations

Strong understanding of AR operations, Order to Cash (O2C) processes, and month-end close activities

Advanced proficiency in Microsoft Excel and Google Workspace tools

Experience using ERP systems such as NetSuite, Coupa, or similar platforms

Experience working in a SaaS or iPaaS company is a plus

Exposure to AI-enabled finance operations, intelligent workflow automation, or digital transformation projects

Soft Skills / Personal Characteristics

Strong attention to detail and good analytical skills

Responsive to queries and strong work ethic

Great time management and organizational skills

Excellent collaboration and communication skills

Able to work independently but values teamwork and spirit

Has a positive, willing-to-learn attitude, and resilient

Has a high level of curiosity and enjoys taking initiative

Amenable to work on the weekends (when needed) and holiday shifting

(REQ ID: 2848)