Order and Billing Specialist

Job description

About the Role We are seeking an Order and Billing Lead is responsible for the accurate and timely preparation, processing, and delivery of customer invoices. This role works closely with Sales, Order Management, Revenue Accounting, Customer Service, Tax and Accounts Receivable to ensure customer billing aligns with contractual terms and internal policies. The ideal candidate is a highly detail-oriented, individual contributor who is comfortable working with large volumes of order and billing transactions, and able to identify and resolve billing issues before invoices are issued to customers. Key Responsibilities Prepare, approve and issue customer invoices in accordance with contractual terms, billing schedules, and customer requirements. Review sales orders, contracts, purchase orders, and supporting documentation to ensure billing is accurate and complete. Verify pricing, quantities, billing dates, payment terms, tax information, and other invoice requirements. Process recurring, milestone, usage-based, time-and-materials, and other types of customer billing. Coordinate with Order Management to ensure orders are properly established and contain the information necessary for accurate billing. Work with Revenue Accounting to ensure billing activity is consistent with revenue recognition requirements. Research and resolve billing errors, rejected invoices, and customer billing inquiries. Prepare credit memos, rebills, debit memos, and other billing adjustments in accordance with company policies. Monitor billing schedules and proactively identify invoices that are approaching or past their scheduled billing dates. Ensure invoices are delivered through the appropriate customer billing portals or other required channels. Maintain accurate billing documentation and customer records. Ensure accuracy of taxes on customer invoices. Assist with customer account reconciliations and research discrepancies between billing records and the general ledger. Support month-end and year-end close activities related to billing and accounts receivable. Prepare billing reports and assist management with analysis of billing activity and outstanding issues. Hands-on with the ERP in executing order to billing transaction, customer data management and wing to wing Order to billing. Identify recurring billing problems and recommend improvements to billing processes and controls. Assist with internal and external audit requests related to customer billing. Qualifications Bachelor's degree in Accounting, Finance, Business, or a related field, or equivalent relevant experience. 8+ years of experience in billing, accounts receivable, accounting, or a related finance function. Strong attention to detail and accuracy. Ability to interpret contracts, purchase orders, and billing instructions. Strong organizational and time-management skills. Excellent written and verbal communication skills. Proficiency with Microsoft Excel. Experience working with an ERP or billing system. Experience with complex B2B or enterprise billing. Experience with software, SaaS, technology, professional services, or subscription-based businesses. Experience with NetSuite, Zone Billing or similar ERP/billing platforms. Experience with recurring, milestone, usage-based, or time-and-materials billing. Experience working with customer procurement systems or electronic invoicing portals. Experience supporting multi-site or multi-entity customers. What Success Looks Like Success in this position will be measured by the ability to: Issue accurate invoices on time and in accordance with contractual requirements. Minimize order and billing errors, rejected invoices, and avoidable customer disputes. Identify billing issues before invoices are sent to customers. Maintain accurate and complete billing records. Effectively communicate billing requirements and issues to internal stakeholders. Support a smooth and efficient order-to-cash process. Advise, lead and execute projects that simplify the order to billing to Collections processes for the company. Why This Is A Once-In-A-Career Opportunity Lead in a market undergoing significant disruption and growth from cloud migration to edge intelligence to AI-powered industrial automation. Join a culture defined by ambition, authenticity, speed, teamwork, and the belief that manufacturing can meaningfully improve the world. Competitive benefits, compensation and long-term impact on how the world’s industrial companies operate, automate, and innovate. Why Join Velotic Velotic is uniquely positioned at the intersection of industrial operations, advanced connectivity, and AI. Joining now means you can help shape: Culture & Growth Build foundational systems, processes, and culture from day one. Work within a team defined by ambition, collaboration, authenticity, and speed. Influence global operating models and employee experience at scale. Work-Life Balance Base Salary: MXN 424,000 - 530,000 Performance Bonus Flexible work arrangements Discretionary Time Off (DTO) Global paid parental leave Employee Assistance Program (EAP) Join Us Learn more at: WHO WE ARE Velotic is a newly-formed independent software company with a pure-play focus on industrial operations. We unite two category-defining portfolios -- ThingWorx and Kepware (formerly part of PTC) and Proficy (formerly part of GE Vernova) -- to transform industrial manufacturing, at scale. With $350M in annual revenue, a global footprint across a range of industries, a legacy customer base, and our intelligent data connectivity systems and AI solutions, we are one of the world's largest independent software companies focused on industrial operations -- here to power the future of manufacturing. OUR MISSION Enabling the world's industrial producers to do the right things right—across every shift, every plant, every day. We help manufacturers prosper by equipping them with software-defined, data-driven production systems that elevate quality, accelerate cycle times, improve resilience, and enable sustainable profit growth. OUR VALUES How we work matters as much as what we build. We shine brighter, bringing curiosity and energy to ever problem. We build what matters, turning fresh thinking into real impact. We move with pace and purpose, favoring good decisions made quickly. And we win the right way — together, holding ourselves to the highest standards of ethics, integrity, and respect. These values shape how we hire, lead, and hold each other accountable, every day.