Accounts And Billing Specialist

About Workato

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 workato.com.

Why join us?

Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles. We are driven by innovation and looking for team players who want to actively build our company.

But, we also believe in balancing productivity with self-care. That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.

If this sounds right up your alley, please submit an application. We look forward to getting to know you!

Also, Feel Free To Check Out Why

• Business Insider named us an “enterprise startup to bet your career on”
• Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world
• Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
• Quartz ranked us the #1 best company for remote workers
  
  

• Respond to tickets regarding Accounts and Billing requests
• Respond to accounts and billing-related inquiries from various departments
• Provision and Upgrade Accounts
• Includes coordinating with the Sales team and the Implementation team
• Monitoring of auto provisioning and manual provisioning
• Processing of churn
• Book Deals
• Conduct deal closing walkthroughs
• Includes analysis of order forms
• Timely and accurate closing of deals, especially on the month-end and quarter-end
• Invoicing and billing tool management
• Includes special invoicing requests and sales tax processing
• Ensure all invoices are processed in a timely manner every month-end and quarter-end
• Process renewals and report management
• Includes coordinating with the Sales team and the Customer Success team
• Ensure timely collections for all regions (APJ, EMEA, and USA)
• Handle different payment methods (ACH, Wire, Check, Credit Card)
• Manage Cadences
• Manual follow up/escalation
• Includes coordinating with Sales team and Customer Success team
• Registration and management for Vendor websites
• Fill out vendor forms and assist with other finance-related forms
• Updating and maintaining resources and finance materials
• Generate reports needed by the finance team
• Manage all accounting systems to ensure clean records
• Coordinate with AP Team requests and assist when they have clarifications
• Attend to the Business Technology Team’s questions and clarifications
• Create documentation that will be used in the evaluation of new systems and implementation when needed
  

• Must be a graduate of Business, Finance or related field
• 3+ years of working experience in Accounts Receivable operations
• Strong understanding of AR operations, Order to Cash (O2C) processes, and month-end close activities
• Advanced proficiency in Microsoft Excel and Google Workspace tools
• Experience using ERP systems such as NetSuite, Coupa, or similar platforms
• Experience working in a SaaS or iPaaS company is a plus
• Exposure to AI-enabled finance operations, intelligent workflow automation, or digital transformation projects
  
  

• Strong attention to detail and good analytical skills
• Responsive to queries and strong work ethic
• Great time management and organizational skills
• Excellent collaboration and communication skills
• Able to work independently but values teamwork and spirit
• Has a positive, willing-to-learn attitude, and resilient
• Has a high level of curiosity and enjoys taking initiative
• Amenable to work on the weekends (when needed) and holiday shifting