SaaS Onboarding & Invoicing Representative
LoadsmartDigital Freight company
RemoteMid
BlackRock
SoftBank Latin America Fund
TFI International
Maersk Growth
CSX Corporation
Janus Henderson Investors
Finance
About the role
TL;DR
Manage SaaS billing and invoicing, ensuring accurate data and customer onboarding.
- •Loadsmart is seeking a SaaS Onboarding & Invoicing Representative to manage the customer onboarding process for SaaS billing and invoicing.
- •This role involves ensuring accurate data management and seamless revenue recognition.
- •Key Responsibilities Own the customer onboarding process for SaaS billing and invoicing.
- •Manage subscription setup, scheduling invoices, and revenue recognition in NetSuite.
- •Enter and maintain accurate data across Salesforce and NetSuite daily.
- •Review contracts and orders, ensuring billing aligns with commercial agreements.
- •Identify and resolve order or billing discrepancies with account managers.
- •Requirements 2+ years of experience in financial operations, billing, or accounts receivable.
- •Hands-on experience with ERP and CRM systems (NetSuite, Salesforce preferred).
- •Strong analytical and problem-solving skills with high attention to detail.
- •Comfortable with daily manual data entry and system updates.
- •Ability to interpret and review contracts and billing terms.
Required skills
Accounts ReceivableSalesforceExcel
Domain expertise
logistics
Tech stack
SalesforceExcel