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Billing Analyst - SaaS Order Operations

Job Description:

Billing Analyst – SaaS Order Operations

We’re hiring a Billing Analyst to join our Order Operations team, supporting Sage Intacct - our fastest-growing software (SaaS) solution – product line.

In this role, you’ll be responsible for processing high-value, complex customer invoices and credit memos, ensuring all billing activity is accurate, timely, and aligned with contract terms while maintaining data integrity across Salesforce and Sage Intacct. You’ll operate in a high-volume (~150 invoices per week), B2B SaaS environment, handling complex subscription-based and usage-based billing.

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

Key Responsibilities:

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 change

• 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)

Compensation offered will be determined by factors such as location, level, job-related knowledge, education, and experience. For this role, in this locations, the target base salary range is $55,000 to $72,000. In addition to base salary, employees will participate in a bonus plan (10%) based on company and individual performance. Our talent acquisition team will provide specific opportunities on our bonus or incentive programs. The range listed is just one component of the Sage total compensation package.

Function:

Finance Operations

Country:

United States

Office Location:

San Jose

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.