Thera M.

Billing & Ar Specialist @Cority

Toronto, ON, CA

Salesforce: Review customer contracts daily; ensuring that pricing and terms are in alignment and are applied to subscriptions in Zuora or OpenAir. Responsible for closing opportunities for New Logo’s & Amendments to existing customer contracts. Ensure that all relevant documentation and signatures are present within each opportunity along with verifying that the invoicing instructions & terms and conditions exactly match how we are processing or updating customer accounts- Cash Application: Post daily payments received in the bank (including WeSustain payments) accurately to the appropriate account. Prepare related journal entries when appropriate ( int’l wire fees, bank charges, tax exemptions)- Liaise and build positive relationships internally ( ie. Customer Success, Professional Services, Sales etc.) in tandem with customers ensuring all parties are aware of discrepancies & next steps to resolution- Invoicing: Ensure customers receive their invoices promptly after generation, while reviewing that all required information is present, avoiding payment challenges. Generate & process corrections when necessary. Timely submission for all customers who utilize 3rd party billing portals- Collections: Maintain regular check-in’s with customers who are past due and collaborate to resolve outstanding issues inhibiting payment release. Regularly discuss alternative solutions to speed up the payment process while remaining engaged & open to customer barriers- Project Accounting: Complete requests via Salesforce opportunity or via the Professional services team pertaining to creation, modification, & invoicing for customer projects. Review SOW’s & Change ensuring projects are set up correctly & billed per the contract- Nominated for Cority’s internal Regur Awards. Regur’s are a form of recognition for exceptional work or go above & beyond your daily duties. They are nominated by other employees. Systems Utilized: Salesforce, Zuora, Netsuite OpenAir