Manage customer onboarding for SaaS billing and invoicing, oversee subscription setup, review contracts, and ensure correct invoicing while collaborating with teams.
ARE YOU INTERESTED IN JOINING AN INNOVATIVE LOGISTICS TECHNOLOGY COMPANY?
Loadsmart is a growth-stage technology company valued at over $1 billion (a true Tech Unicorn)!
We are a collection of industry veterans and user-centered engineers using innovative technology to fearlessly reinvent the future of freight by helping shippers, brokers, warehouses and carriers to move more with less.
With headquarters in Chicago and a globally distributed remote team, Loadsmart continues to attract top talent committed to driving meaningful change. We seek professionals who embody our core values: curiosity, clarity, results, commitment, and teamwork.
We are looking for a motivated Onboarding and Invoicing Representative to join our team! We are seeking a detail-oriented, tech-savvy, and collaborative professional who is passionate about finance operations, enjoys working with systems, and thrives in a fast-paced environment.
This role will focus on onboarding new customers for our SaaS products, managing subscription billing and invoicing, and ensuring accurate revenue recognition. You will collaborate closely with our commercial team to review contracts and orders, identify discrepancies, and ensure customers are billed correctly. This is a hands-on position with both system work (Salesforce, NetSuite) and daily manual data entry.
DEPARTMENT: G&A
LOCATION: Remote from anywhere in Philippines
WHAT YOU GET TO DO:
- 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
- Collaborate with commercial and accounting teams on subscription-related processes
- Support continuous improvement of billing and onboarding workflows.
REQUIRED QUALIFICATIONS:
- 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
- Excellent communication and cross-team collaboration skills.
WORKING AT LOADSMART:
• Competitive base salaries - we believe in rewarding top talent
• Loadie Time Off - PTO and sick days without a limit
We use AI-powered tools to assist with initial application reviews as part of our hiring process. All evaluations are subject to human oversight, and your information is handled in accordance with applicable data privacy laws.
At Loadsmart, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. Loadsmart treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes, including on the basis of race, color, religion, sex, age, sexual orientation, gender identity and/or expression, national origin, veteran status, or disability.
It is the policy of Loadsmart that all offers of employment made shall be contingent upon successful completion of electronic background check(s). These checks will be job-related, consistent with business necessity and conducted by our vendor, pursuant to all applicable laws, rules, policies and procedures of our candidates' specific locale.
Top Skills
NetSuite
Salesforce
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