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Billing and Credit Control Specialist People and Finance · PlotBox HQ · Hybrid

Plotbox · Remote (US) · Remote

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About Plotbox

Backed by 500 Global.

About the role

Review customer contracts and prepare accurate invoices using Harvest and Xero in line with agreed billing schedules. Manage customer accounts receivable enquiries, investigate account issues, and provide timely resolutions.

What they're looking for

  • You'll be an organised, proactive finance professional who enjoys building positive customer relationships while maintaining strong financial controls
  • Minimum 3 years' experience in a finance team, with a focus on Accounts Receivable, Billing, or Credit Control
  • Experience dealing directly with customers
  • Experience using accounting software, preferably Xero
  • Good working knowledge of Google Workspace , including Sheets, Docs, and Drive
  • Ability to prioritise workload, meet deadlines, and work independently
More about this role

We're looking for a highly organised and detail-oriented Billing & Credit Control Specialist to join our Finance team. This role is responsible for ensuring the accurate and timely billing of customers, managing accounts receivable, maintaining strong customer relationships, and supporting healthy cash flow through effective credit control.

Working closely with Finance, Sales, and Customer Success teams, you'll play a key role in delivering an excellent customer experience while ensuring financial processes are completed accurately and on time.

Review customer contracts and prepare accurate invoices using Harvest and Xero in line with agreed billing schedules.

Manage customer accounts receivable enquiries, investigate account issues, and provide timely resolutions.

Prepare and issue customer statements as required.

Investigate and resolve invoice disputes and billing discrepancies, escalating where appropriate.

Process customer payments, reconcile receipts, and maintain accurate customer account records in Xero and Harvest.

Obtain and securely manage customer payment information for credit card transactions.

Perform monthly customer account reconciliations.

Proactively monitor...

Read the full posting on Plotbox's site ↗

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