Billing Specialist

Can work be meaningful? Can it mean more than money, meetings, projects and deadlines? Can companies create positive climate eco-action? Can they do well, and do good? We’re staking our business on ‘Yes’ to every one of those questions.

Carlton One Engagement (carltonone.com) is a B2B technology company that helps make work mean more within employee recognition, sales performance, loyalty, and reward management industries around the world. With over 450 clients, 10 million actively engaged members across 185 countries with an annual growth rate of 40% you will be joining a team with a proven, global track record. Each of our technology products fuel our eco-action mission of funding tree planting around the world. We have already funded over 18 million trees and are growing to achieve a goal of 100 million trees every year.

To get to there, we need you here. We need your drive, your curiosity, and your belief that you can help change the world. Today, our Accounting and Finance Department is looking for a talented and seasoned Billing Specialist. If this is you, and you share our vision of a more meaningful career, please apply for this opportunity so that we can grow together.

About the Opportunity:

We’re currently looking for a Billing Specialist to support our Finance department and provide general financial, clerical, and administrative services to ensure efficient, timely, and accurate billing of client accounts. This is a hybrid role and candidates are expected to be in the office a minimum of 1 day a week.

Responsibilities:

• Manage customer account related activities including processing payments, collections, and accounting for customer transactions
• Prepare daily bank report and reconcile general ledger accounts related to customers
• Process payments including deposits and cash application from customers
• Proactively monitor and report on customer accounts, including potential problems or bad debt
• Respond to customer inquiries, maintain good customer relations and solve problems
• Issue and post invoices and credits to customers (for accounts assigned) in NetSuite
• Process daily client funding in our customer system (GRS) and act as the main contact person for any funding or payment related query
• Take part in the client onboarding process to ensure timely account creation and update in customer relation management portal (Hubspot)
• Work with the Sales and Account Management Teams to resolve any billing conflicts
• Assist with month end and year-end processes
• Provide ad-hoc reports to the management team as needed
• Perform other accounting or administrative duties as required

Qualifications:

• Related experience in accounting and accounts receivable in similar sized companies or industry
• Excellent communication skills
• Relevant post-secondary education, preferably a degree program in accounting or finance
• Excel skills

Nice to Have Qualification:

• Completed or enrolled in the CPA program

Additional Perks

Here are some additional “Perks” that we provide:

• All employees are eligible to earn Bravo! Points to redeem rewards from a catalogue of over 10 million rewards including merchandise, travel, gift cards, event tickets, and more.
• Access to our “Employee Benefits” portal – you can save hundreds of dollars annually
• Proximity to public transit
• Monthly company-wide events, great parties, and trips

How to Apply

If this great opportunity looks incredible to you, we look forward to hearing from you. Our online application will give you the option to apply to this role directly.

We value diversity and inclusion and encourage all qualified people to apply. If we can make this easier through accommodation in the recruitment process. If you need assistance to accommodate a disability, you may request an accommodation at any time, please contact us with the “Help” button in the application.

We will review applications, with priority given to those who have completed the assessment, and look forward to hearing from you.