Billing and Collections Analyst

Iterable is a cross-channel platform that powers unified customer experiences and empowers marketers to create, optimize and measure every interaction taking place throughout the customer journey. With Iterable, brands create individualized marketing touchpoints that earn engagement, solidify trust and galvanize loyal consumer-brand relationships.

Developed for the enterprise, Iterable is built from modern technologies that transform cloud, partner and tool-specific data into integrated, personalized engagements. No matter the audience size or degree of campaign sophistication, Iterable empowers brands to execute where it matters most—creating experiences and cultivating connections with over 2 billion people world-wide. Leading brands, like Zillow, DoorDash, Calm, Madison Reed, and Box, choose Iterable to power world-class customer experiences throughout the entire lifecycle.

Iterable's momentum grows daily and there has never been a more exciting time to join the team! We've been recognized as one of the Best Places to Work - SF for the past three years, one of the Best Places to Work in Colorado for the past two years, and were named as one of Colorado's Best Paying Companies. We've also been listed on Wealthfront's Career Launching Companies List for the past two years, rank sixth on the list of Top 25 Companies Where Women Want to Work and hold a top 20 spot among the SaaS 100.

We have a nationwide presence with offices in San Francisco, New York, and Denver, and London. As we scale, we continue to live by our core four, founding values - Trust, Growth Mindset, Balance, and Humility. To understand the Iterable story, explore our Culture and About Us page.

How you will make an impact:

As our Billing and Collections Analyst, you'll be essential to driving the efficiency and effectiveness of Iterable's Order to Cash operations. Reporting to the Order to Cash Manager, you will help operate and build a best in class, scalable collections, invoicing, and A/R function to support our rapid growth. You will also have opportunities to assist in system implementation and related optimization projects. This is an incredible opportunity to join a highly motivated and fun team poised for success.

One of our core values is growth mindset and Iterable is a company where everyone can grow. If this is a role that excites you, please do apply as we value applicants for the skills they bring beyond a job description.

In this role you'll get to:

• Process sales orders in our billing system and review for data integrity and accuracy
• Process customer billings (recurring, one-time, and usage) and verify the accuracy, completeness, and timeliness of invoices
• Upload invoices against POs in vendor portals as needed
• Apply deposits, including cash, credit card, and electronic payments
• Manage billing inbox to address inquiries from customer and internal teams
• Facilitate approvals and process credits where appropriate
• Build and manage the collections process to maintain healthy aged receivable balances
• Maintain documentation around AR processes and policies
• Review aging and send targeted payment reminders to customers
• Collaborate with Customer Success to identify reasons for non-payment and resolve issues
• Serve as primary point of contact with third party collections agency (submitting accounts, responding to inquiries)
• Participate in system and process optimization projects to help scale operations
• Field various audit requests where appropriate
• Be a versatile team player that can perform various tasks ranging from routine close procedures to ad-hoc projects

We are looking for people who have:

• 2+ years of experience in billing and collections
• Ability to take full ownership of collection duties
• Experience with SaaS billing systems such as Zuora
• Familiarity of subscription and overage usage billing practices
• Familiarity with Salesforce
• Strong knowledge of Excel and Google Sheets
• Eagerness to work in a dynamic, high growth, and fast-paced environment
• Previous experience recommending and implementing process improvements
• Ability to prioritize and balance multiple tasks; strong organizational and time management skills required
• Enjoys working with customers and cross-functional departments as it relates to billing

Perks & Benefits:

• Paid parental leave
• Competitive salaries, meaningful equity, & 401(k) plan
• Medical, dental, vision, & life insurance
• Balance Day (First Friday off every month)
• Fertility & Adoption Assistance
• Paid Sabbatical
• Flexible PTO
• Daily lunch allowance
• Monthly Employee Wellness allowance
• Quarterly Professional Development allowance
• Pre-tax commuter benefits
• Complete laptop workstation

Iterable is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Iterable does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender-identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Iterable also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, and its internal policy, Iterable will also consider for employment qualified applicants with arrest and conviction records.

Last Update: 7/14/2022