Accounts and Billing Specialist at Workato

<div class="content-intro"><h2><span style="color: rgb(8, 55, 99);"><strong>About Workato</strong></span></h2> <p><span style="color: rgb(8, 55, 99);">Workato is the leading Control and Execution Platform for Enterprise AI — the neutral platform enterprises trust to put AI to work across their business. Workato unifies data, applications, and processes into a single platform so AI can reliably orchestrate business processes in production at enterprise scale. Built on more than a decade of running mission-critical processes for over half the Fortune 500 — including Nasdaq, Amazon, Cisco, Vodafone, Atlassian, and Lucid Motors — Workato turns over 14,000 enterprise systems AI needs to act on into one governed execution layer. For more information, visit <span style="color: rgb(0, 212, 216);"><a style="color: rgb(0, 212, 216);" href="https://www.workato.com/" data-tooltip-link-label="undefined">workato.com</a>.</span></span></p> <h2><span style="color: rgb(8, 55, 99);"><strong>Why join us?</strong></span></h2> <p><span style="color: rgb(8, 55, 99);">Ultimately, Workato believes in fostering a <strong>flexible, trust-oriented culture that empowers everyone to take full ownership of their roles</strong>. We are driven by <strong>innovation </strong>and looking for<strong> team players </strong>who want to actively build our company.&nbsp;</span></p> <p><span style="color: rgb(8, 55, 99);">But, we also believe in <strong>balancing productivity with self-care</strong>. That’s why we offer all of our employees a vibrant and dynamic work environment <span style="color: rgb(0, 212, 216);"><a style="color: rgb(0, 212, 216);" href="http://www.workato.com/careers">along with a multitude of benefits</a></span> they can enjoy inside and outside of their work lives.&nbsp;</span></p> <p><span style="color: rgb(8, 55, 99);">If this sounds right up your alley, please submit an application. We look forward to getting to know you!</span></p> <p><span style="color: rgb(8, 55, 99);">Also, feel free to check out why:</span></p> <ul> <li style="color: rgb(8, 55, 99);"><span style="color: rgb(8, 55, 99);"><span style="color: rgb(0, 212, 216);"><a style="color: rgb(0, 212, 216);" href="https://www.businessinsider.com/47-enterprise-startups-to-bet-your-career-on-in-2020-2019-12">Business Insider</a></span> named us an “enterprise startup to bet your career on”</span></li> <li style="color: rgb(8, 55, 99);"><span style="color: rgb(8, 55, 99);"><span style="color: rgb(0, 212, 216);"><a style="color: rgb(0, 212, 216);" href="https://www.forbes.com/cloud100/#a57477b5f941">Forbes’ Cloud 100</a></span> recognized us as one of the top 100 private cloud companies in the world</span></li> <li style="color: rgb(8, 55, 99);"><span style="color: rgb(8, 55, 99);"><a style="color: rgb(8, 55, 99);" href="https://www2.deloitte.com/us/en/pages/technology-media-and-telecommunications/articles/fast500-winners.html"><span style="color: rgb(0, 212, 216);">Deloitte Tech Fast 500</span></a> ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America</span></li> <li style="color: rgb(8, 55, 99);"><span style="color: rgb(8, 55, 99);"><a style="color: rgb(8, 55, 99);" href="https://qz.com/work/2053446/the-best-companies-for-working-from-home/"><span style="color: rgb(0, 212, 216);">Quartz</span></a> ranked us the #1 best company for remote workers</span></li> </ul></div><h1><strong>Responsibilities</strong></h1> <p>Workato Philippines, Inc. is seeking a highly detail-oriented, proactive, and process-driven <strong>Accounts and Billing Specialist (APJ hours) </strong>to join our growing Finance team. In this role, you will be involved in supporting global <strong>accounts receivable operations and will report to the Accounts &amp; Billing Manager based in the Philippines.</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> <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> <li> <p>Book Deals&nbsp;</p> <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> <li> <p>Invoicing and billing tool management</p> <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> <li> <p>Process renewals and report management</p> <ul> <li> <p>Includes coordinating with the Sales team and the Customer Success team</p> </li> </ul> </li> <li> <p>Ensure timely collections for all regions (APJ, EMEA, and USA)</p> <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> <li> <p>Registration and management for Vendor websites</p> <ul> <li> <p>Fill out vendor forms and assist with other finance-related forms</p> </li> </ul> </li> <li> <p>Updating and maintaining resources and finance materials</p> </li> <li> <p>Generate reports needed by the finance team</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 related field</p> </li> <li> <p>3+ years of working experience in Accounts Receivable operations</p> </li> <li> <p>Strong understanding of AR operations, Order to Cash (O2C) processes, and month-end close activities</p> </li> <li> <p>Advanced proficiency in Microsoft Excel and Google Workspace tools</p> </li> <li> <p>Experience using ERP systems such as NetSuite, Coupa, or similar platforms</p> </li> <li> <p>Experience working in a SaaS or iPaaS company is a plus</p> </li> <li> <p>Exposure to AI-enabled finance operations, intelligent workflow automation, or digital transformation projects</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 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 holiday shifting</p> </li> </ul> <p><strong>(REQ ID: 2848)</strong></p>