Job Title: Billing Operations Analyst
Job Summary:
We are seeking a Billing Operations Analyst to join our Finance & Accounting team and play a key role in supporting our end‑to‑end billing operations. This role is responsible for accurate invoicing, renewal support, order processing, and maintaining high‑quality financial and customer data. In addition to daily transactional activities, the Billing Operations Analyst will serve as a point of contact for customer inquiries and billing disputes, working cross‑functionally with teams such as Sales Operations, Revenue, Collections, and Customer Success to research issues, resolve discrepancies, and improve processes across the Order‑to‑Cash cycle. This position offers an excellent opportunity for someone who enjoys detail‑oriented work, proactive problem solving, and collaboration, and who is eager to contribute to scalable, well‑controlled financial operations.
Key Responsibilities:
Billing Operations
- Generate and send accurate invoices daily based on contractual terms; invoices include the following components: SaaS subscriptions and bundles, professional services, on-premise software, annual maintenance, and 3rd party items.
- Partner with Sales, Legal, Finance, and other cross-functional groups to solve problems, address inquiries, and provide data to assist in decision making.
- Maintain billing records and customer information in financial systems (e.g., NetSuite, Salesforce).
- Provide coverage for adjacent Order‑to‑Cash functions as needed to ensure continuity of operations.
- Process returns and credit memos as needed.
- Assist in other projects such as internal and external audits, testing and maintaining internal SOX controls, billing and revenue reporting, and more.
- Develop and maintain dashboards (Excel/Power BI) that provide visibility into Order-to-Cash health, backlog, and exception queues.
- Support month-end close activities related to billing/AR operations (cutoff support, billing and order completeness checks, variance explanations).
Renewals Management
- Proactively manage contract renewals, ensuring timely and accurate delivery of customer annual renewal quotes and invoices.
- Analyze the renewal pipeline and key performance metrics (e.g., renewal rate, churn, uplift, on-time execution) by reconciling renewals data; share trends, variances, and at-risk renewals with clear, actionable insights.
Process Improvement
- Identify and implement process improvements and automation enhancements in quote-to-cash function to drive efficiencies and minimize errors.
- Perform root-cause analysis on billing errors, renewal misses, disputed invoices, and revenue leakage; document findings and drive corrective actions with cross-functional partners.
- Demonstrate a commitment to learning, continuous improvement, and driving operational excellence
- Maintain workflow process documentation and standard work.
Customer Communication & Dispute Resolution
- Serve as a primary point of contact for billing operations questions.
- Monitor and promptly resolve incoming customer inquiries (cases in Salesforce)
- Communicate with customers in a clear, concise, and professional manner.
- Partner cross-functionally to resolve customer disputes and escalations in a proactive and professional manner.
Required Qualifications:
Education & Experience
- Bachelor’s degree in Business, Accounting, Finance, or related field.
- 2+ years of experience in billing and customer operations in a SaaS environment.
- Excellent written and verbal communication skills.
- Strong attention to detail and experience with high transaction volume.
Other Preferred Knowledge, Skills, Abilities or Certifications:
- Prior experience in a high-growth SaaS company.
- Proficient in NetSuite. Salesforce experience a plus
- Strong critical thinking and problem-solving skills
- Strong organizational and time management skills; ability to prioritize and manage a changing workload.
- Adaptable; ability to quickly learn new systems and processes and stay flexible and open to change.
- Proficiency with Excel, Power BI, or similar tools.
Fortive Corporation Overview
Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.
We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.
We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.
At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.
At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.
At Fortive, we believe in growth. We’re honest about what’s working and what isn’t, and we never stop improving and innovating.
Fortive: For you, for us, for growth.
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