Invoicing & Renewals Specialist
Job Title - Invoicing & Renewals Specialist
Job Overview:
We are seeking a highly motivated and detail-oriented Invoicing & Renewals Specialist to support our commercial invoicing, customer billing, and renewals processes. The ideal candidate is hardworking, organized, and communicative, with a strong commitment to accuracy and follow-through. The role involves extensive use of Excel, QuickBooks, ChatGPT, and SFDC, all of which are integral to our processes.
Reports To: Revenue Director
Key Responsibilities:
- Prepare and issue commercial and customer invoices accurately and on time
- Manage renewal tracking and generate quotes for use by the sales team
- Maintain detailed, organized, and accurate records of all invoicing and renewal activity
- Support the monthly and quarterly close process as needed
- Work extensively with Excel, including use of macros, for data tracking, reconciliation, and reporting
- Use QuickBooks to generate invoices and maintain up-to-date customer and product records
- Use ChatGPT to assist with drafting internal and external communications, translating documents, and organizing, structuring, and summarizing data in support of overall responsibilities
- Use SFDC (Salesforce) to access and manage account and contract data as part of the invoicing and renewals workflow
- Communicate clearly and professionally with cross-functional stakeholders.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or a related field preferred
- 1–2 years of relevant work experience preferred, but not required
- Excellent written and verbal communication skills
- Strong attention to detail and organizational skills
- Ability to manage time effectively and meet deadlines in a fast-paced environment
- Willingness to learn and take ownership of assigned responsibilities
- Proficiency with Excel, including macros, formulas, filters, and pivot tables
- Experience with QuickBooks (or willingness to learn quickly)
- Experience using SFDC (Salesforce) preferred
- Comfort using ChatGPT to assist with day-to-day tasks