Accounts & Billing Specialist at Workato

<div class="content-intro"><h1><span style="font-family: helvetica, arial, sans-serif;"><strong>About Workato</strong></span></h1> <p>Workato delivers enterprise infrastructure for the agentic era, redefining iPaaS and helping enterprises unify data, applications, processes, and AI into a single, governed platform. A leader in Enterprise MCP and trusted by 50% of the Fortune 500, Workato’s cloud-native architecture connects every application, data source, and process to power real-time orchestration at scale. With enterprise-grade security and continuous innovation at its core, Workato provides the trusted foundation for organizations to automate with confidence and operationalize AI across the business. To learn more, visit <span><a href="http://www.workato.com" target="_blank">www.workato.com</a></span></p> <h1><strong>Why join us?</strong></h1> <p><span style="font-weight: 400;">Ultimately, Workato believes in fostering a </span><strong>flexible, trust-oriented culture that empowers everyone to take full ownership of their roles</strong><span style="font-weight: 400;">. We are driven by </span><strong>innovation </strong><span style="font-weight: 400;">and looking for</span><strong> team players </strong><span style="font-weight: 400;">who want to actively build our company.&nbsp;</span></p> <p><span style="font-weight: 400;">But, we also believe in </span><strong>balancing productivity with self-care</strong><span style="font-weight: 400;">. That’s why we offer all of our employees a vibrant and dynamic work environment </span><a href="http://www.workato.com/careers"><span style="font-weight: 400;">along with a multitude of benefits</span></a><span style="font-weight: 400;"> they can enjoy inside and outside of their work lives.&nbsp;</span></p> <p><span style="font-weight: 400;">If this sounds right up your alley, please submit an application. We look forward to getting to know you!</span></p> <p><span style="font-weight: 400;">Also, feel free to check out why:</span></p> <ul> <li style="font-weight: 400;"> <p><a href="https://www.businessinsider.com/47-enterprise-startups-to-bet-your-career-on-in-2020-2019-12"><span style="font-weight: 400;">Business Insider</span></a><span style="font-weight: 400;"> named us an “enterprise startup to bet your career on”</span></p> </li> <li style="font-weight: 400;"> <p><a href="https://www.forbes.com/cloud100/#a57477b5f941"><span style="font-weight: 400;">Forbes’ Cloud 100</span></a><span style="font-weight: 400;"> recognized us as one of the top 100 private cloud companies in the world</span></p> </li> <li style="font-weight: 400;"> <p><a href="https://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/fast500-winners.html"><span style="font-weight: 400;">Deloitte Tech Fast 500</span></a><span style="font-weight: 400;"> ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America</span></p> </li> <li> <p><a href="https://qz.com/work/2053446/the-best-companies-for-working-from-home/"><span style="font-weight: 400;">Quartz</span></a><span style="font-weight: 400;"> ranked us the #1 best company for remote workers</span></p> </li> </ul></div><h1><strong>Responsibilities</strong></h1> <p>We are looking for an exceptional <strong>Accounts and Billing Specialist (EMEA hours) </strong>to join our growing team. You will be involved in supporting global <strong>accounts receivable operations and will report to the Accounts &amp; Billing Manager</strong><strong>.</strong></p> <p><span style="font-weight: 400;">In this role, y</span><span style="font-weight: 400;">ou will also be responsible to:</span></p> <ul> <li> <p>Respond to tickets regarding Accounts and Billing requests</p> </li> <li> <p>Respond to accounts and billing-related inquiries from various departments</p> </li> <li> <p>Provision and Upgrade Accounts&nbsp;</p> </li> <ul> <li> <p>Includes coordinating with the Sales team and the Implementation team</p> </li> <li> <p>Monitoring of auto provisioning and manual provisioning</p> </li> <li> <p>Processing of churn&nbsp;</p> </li> </ul> <li> <p>Book Deals&nbsp;</p> </li> <ul> <li> <p>Conduct deal closing walkthroughs&nbsp;</p> </li> <li> <p>Includes analysis of order forms</p> </li> <li> <p>Timely and accurate closing of deals, especially on the month-end and quarter-end</p> </li> </ul> <li> <p>Invoicing and billing tool management</p> </li> <ul> <li> <p>Includes special invoicing requests and sales tax processing</p> </li> <li> <p>Ensure all invoices are processed in a timely manner every month-end and quarter-end</p> </li> </ul> <li> <p>Process renewals and report management</p> </li> <ul> <li> <p>Includes coordinating with the Sales team and the Customer Success team</p> </li> </ul> <li> <p>Ensure timely collections for all regions (APJ, EMEA, and USA)</p> </li> <ul> <li> <p>Handle different payment methods (ACH, Wire, Check, Credit Card)</p> </li> <li> <p>Manage Cadences</p> </li> <li> <p>Manual follow up/escalation&nbsp;</p> </li> <li> <p>Includes coordinating with Sales team and Customer Success team</p> </li> </ul> <li> <p>Registration and management for Vendor websites</p> </li> <ul> <li> <p>Fill out vendor forms and assist with other finance-related forms</p> </li> </ul> </ul> <ul> <li> <p>Updating and maintaining resources and finance materials</p> </li> <li> <p>Generate reports needed by the finance team&nbsp;</p> </li> <li> <p>Manage all accounting systems to ensure clean records</p> </li> <li> <p>Coordinate with AP Team requests and assist when they have clarifications</p> </li> <li> <p>Attend to the Business Technology Team’s questions and clarifications</p> </li> <li> <p>Create documentation that will be used in the evaluation of new systems and implementation when needed</p> </li> </ul> <h1><strong>Requirements</strong></h1> <h3><strong>Qualifications / Experience / Technical Skills</strong></h3> <ul> <li> <p>Must be a graduate of Business, Finance or relevant degree</p> </li> <li> <p>1-3+ years of working experience in Accounts Receivable operations</p> </li> <li> <p>Proficient with computers and accounting software and Microsoft Excel</p> </li> <li> <p>Experience working in an IT related company is a plus</p> </li> <li> <p>Experience using Saas billing software is a plus</p> </li> <li> <p>Experience with Salesforce and Netsuite is a plus</p> </li> </ul> <h3><strong>Soft Skills / Personal Characteristics</strong></h3> <ul> <li> <p>Strong attention to detail and good analytical skills</p> </li> <li> <p>Responsive to queries and strong work ethic</p> </li> <li> <p>Great time management and organizational skills</p> </li> <li> <p>Excellent collaboration and communication skills</p> </li> <li> <p>Able to work independently in but values teamwork and spirit</p> </li> <li> <p>Has a positive, willing-to-learn attitude, and resilient</p> </li> <li> <p>Has a high level of curiosity and enjoys taking initiative</p> </li> <li> <p>Amenable to work on the weekends (when needed) and holidays shifting</p> </li> </ul> <p><strong>(REQ ID: 2829)</strong></p>