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Billing Specialist, Sales Administration & Operations

Job Description:

Why Sage? What’s In it for you?

Sage helps small to medium-sized businesses to succeed with AI-powered accounting and financial management software. Knowing that over 6M of our global customers depend on our solutions motivates us to keep innovating so they keep growing.

You’ll work on a modern billing stack using industry-standard tools like Salesforce and Sage Intacct. This is a newer, growing team with strong opportunities to fast-track your career, including the potential to move into a senior or people leadership role within a year for high performers. You’ll join a collaborative environment that values teamwork, frequent communication, continuous improvement, and supporting one another to meet deadlines.

*This is a hybrid role: 3 days per week onsite*

Key Responsibilities:

• Manage daily billing operations for Sage Intacct’s customer base: processing ~150 invoices per week for new subscriptions, renewals, add-ons, and usage-based services

• Issue ~75–100 credit memos per week, applying changes for proration, downgrades, cancellations, or corrections

• Review generated sales orders in Sage Intacct to ensure alignment with invoicing terms, billing schedules, and revenue recognition policies

• Work directly in Salesforce and Sage Intacct to generate and adjust invoices, apply credits, and track order changes

• Maintain and adjust revenue schedules in accordance with contract terms, ensuring accurate monthly revenue recognition

• Identify and resolve discrepancies, working with Sales, Finance, and Collections teams to investigate and respond to invoice-related inquiries (responding to 30+ email/Salesforce chatter inquiries daily)

• Uphold internal controls and ensure compliance with company billing policies and audit requirements

• Meet daily and weekly SLAs across invoice and credit processing queues

• Support monthly close activities by validating and reconciling billing data

What We’re Looking For - Minimum Qualifications

• 3+ years of experience processing high-value, complex B2B invoices in a recurring revenue or subscription-based environment—ideally in tech, SaaS, or software

• Proven success working in high-volume billing operations (~30–50 invoices and credit memos per day)

• A degree or background in accounting

• Strong working knowledge and proficiency with Salesforce

• Hands-on experience with financial systems such as Sage Intacct, NetSuite, or similar software

• Understanding of revenue schedules and how billing activity supports accurate revenue recognition

• Intermediate proficiency with Excel (pivot tables, VLOOKUPs, basic macros) to make occasional edits when necessary

• An eye for detail—you’re known for consistently catching errors and double-checking your work before they impact customers or reporting

• Able to work independently while also collaborating effectively with others

• Communicates clearly and concisely—especially over email

• Experience in resolving invoice-related questions from customers (via email) and internal teams (Sales, Account Managers, Collections, Finance Ops)

• Comfortable working within defined SLAs and able to prioritize work to meet deadlines

Benefits? We have plenty.

• Competitive annual bonuses

• Comprehensive health, dental, and vision coverage

• 401(k) retirement match (100% matching up to 4%)

• 32 days paid time off (22 personal days & 10 national holidays)

• 18 weeks of paid parental leave (offered 1 year after the start date)

• Work Away Program: Opportunity to work & play for 10 weeks from another country (Sage-approved list)

• Sage Foundation: 5 days paid yearly to volunteer

• $5,250 tuition reimbursement per calendar year starting 6 months after the hire date

• Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)

Function:

Finance Operations

Country:

United States

Office Location:

Lawrenceville

Work Place type:

Hybrid

Advert

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.

Learn more about working at Sage:sage.com/en-us/company/careers/working-at-sage/

Watch a video about our culture:youtube.com/watch?v=h1-vs3zIpnc

We celebrate individuality and welcome you to join us if you embrace all backgrounds, identities, beliefs, and ways of working. If you need support applying, reach out [email protected].

Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/

Equal Employment Opportunity (EEO)

Sage is committed to Equal Employment Opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities.

In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Sage will be based on merit, qualifications, and abilities. Sage does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, protected disability, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.