Department: Finance
Reports To: Senior Revenue Manager
Our Company:
At PracticeTek, we believe healthcare should be easy for providers, accessible for patients, and simple for everyone involved.
PracticeTek was established by healthcare professionals and entrepreneurs who share a common goal: deliver seamless, high-quality, on-demand healthcare, free of the confusing limitations of traditional technological platforms.
PracticeTek is a collection of innovative software companies working together to make healthcare easier, and more accessible, for everyone. We deliver robust software solutions that support practitioners, and foster exceptional patient experiences, contributing to the growth of healthcare clinics specializing in chiropractic, dental, orthodontics, optometry, and multi-discipline therapy.
The Finance Department:
In the Finance Team, we believe in putting our customers at the heart of everything we do. Our commitment to integrity ensures that we build trust and transparency with every interaction. We operate as one team, collaborating seamlessly to achieve our goals. With a relentless pursuit of excellence, we strive to exceed expectations and deliver outstanding results. We foster a growth mindset, encouraging innovation and continuous improvement. And we hold ourselves accountable, taking responsibility for our actions and their impact. Together, these values drive us to create exceptional experiences for our customers and propel our success.
The Career Opportunity:
We are looking for a Billing Specialist to support sales, sales operations and finance by ensuring seamless quote-to-cash execution. In this role, you will be responsible for processing quotes from Salesforce to Zuora Billing, managing cancellations, migrations, renewals and ensuring accurate order processing. This position requires strong attention to detail, a process-driven mindset, and the ability to work cross-functionally with Finance, Sales, and Customer Success teams.
The position is based in San Diego, CA with a hybrid work schedule (3 days per week in office).
Areas of Accountability:
The Billing Specialist has responsibility for the following outcomes:
- Quote Management: Ensure accurate and timely processing of quotes from Salesforce to Zuora Billing, validating data and compliance with company policies.
- Billing Operations: Work closely with Finance to review and process order submissions, renewals, and amendments in Zuora.
- Cancellations & Migrations: Process and track subscription cancellations and customer migrations, ensuring smooth transitions and accurate invoicing.
- Data Integrity & Compliance: Ensure all deal data is accurate in Salesforce and Zuora, adhering to revenue recognition and company policies.
- Process Optimization: Identify areas to improve billing workflows and automation to enhance efficiency.
- Cross-Functional Collaboration: Partner with Finance, Legal, and Customer Success teams to address billing discrepancies, contract adjustments, and customer account changes.
Competencies for Success:
- Experience: 2+ years in a deal desk, sales operations, billing, or order management role within a SaaS company.
- Education: Bachelor’s degree in Business, Finance, or a related field preferred.
At PracticeTek we carefully consider a wide range of compensation factors to determine our offers of employment. This includes internal and external market factors as well as your individual experience and skills. These considerations can cause compensation to vary but we reasonably expect to pay between $45,000-$58,000 for this position.
PracticeTek is an Equal Opportunity Employer that values employees with a broad cross-cultural perspective. We strive to create an inclusive environment, empower employees, and embrace diversity. We encourage everyone to respond. All applicants will receive fair and impartial treatment without regard to race, color, religion, sex, national origin, ancestry, citizenship status, age, legally protected physical or mental disability, protected veteran status, status in the U.S. uniformed services, sexual orientation, gender identity or expression, marital status, genetic information or on any other basis which is protected under applicable federal, state, or local law.
Top Skills
What We Do
PracticeTek was established by investors and entrepreneurs who came together with a vision for the future of healthcare: high-quality care delivered seamlessly and on demand, without the burden and confusion of traditional systems. We are a collection of best-in-class software solutions that serve the retail healthcare market, including dental, orthodontic, chiropractic, optometry, and dermatology practices. Our solutions empower allied professionals to connect with their patients and grow their business. The result is better care, lower workloads for staff, and less overhead costs for providers — which means more resources for improving patient care.
PracticeTek invests in middle-market, retail-healthcare SaaS companies. Established by industry veterans with decades of experience at the helm of successful software enterprises, PracticeTek provides opportunities for entrepreneurs to accelerate their personal wealth, continue to run and grow their business, while collaborating with other like-minded entrepreneurs to continue their legacy and impact the future of healthcare. PracticeTek is an investment firm with a mission: we partner with founders who are changing healthcare for all.
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