Senior Billing Operations Specialist
PonteraWealth Management company
New York, United States$100,000 - $120,000Senior
ICONIQ Growth
Collaborative Fund
Lightspeed Venture Partners
Blumberg Capital
Hanaco Ventures
The Founders Kitchen
Finance
About the role
TL;DR
Owns billing operations, ensuring accuracy and control across the entire billing lifecycle.
- •Pontera is seeking a Senior Billing Operations Specialist to own billing operations, ensuring accuracy and responsiveness for all customers.
- •This role partners across Finance, Customer Experience, BI, and Product to bring order and control to the billing lifecycle.
- •Key Responsibilities Review billing files before release, validating rates, eligibility, and exceptions.
- •Own the intake-to-application process for checks and ACH, including reconciliation.
- •Track credits and refunds from approval through customer receipt.
- •Serve as the Finance point person for customer-impacting billing issues.
- •Build SOPs, checklists, and automation requirements for scalable controls.
- •Requirements 5+ years in billing operations, order-to-cash, or finance operations.
- •Hands-on reconciliation experience across various data sources.
- •Strong Excel and data-validation skills.
- •Experience with billing system implementations and UAT.
- •Ability to redesign processes, not just absorb tickets.
Required skills
SQLExcelAccounts ReceivableRevenue Operations
Nice-to-have skills
Customer Success
Domain expertise
fintech
Benefits & perks
Equity, Health insurance, 401(k) with employer match, Paid parental leave, Professional development, Hybrid work model, Generous PTO
Tech stack
ExcelSQL