Get to know us
Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 300,000 companies globally, we help people run high-stakes processes and make important decisions with less stress, higher quality, and shorter hours.
Ideals Virtual Data Room (VDR): Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions.
The role
Ideals is scaling fast, serving over 1,000 active clients across APAC, at 30%+ YoY revenue growth, and maintaining our position as a G2 Market Leader.
We are seeking an experienced Billing Specialist to join our team in India. In this role, your core mission will be to ensure high-quality billing operations by overseeing accurate and timely invoicing, as well as delivering prompt and effective client communication.
You will be responsible for generating invoices, resolving client billing inquiries, and reviewing contracts within our ERP system.
Additionally, you will collaborate closely with cross-functional teams, including Finance, Sales, Customer Success, and Accounting, to align on contract terms, payment processing, and customer requests.
What you will do
Oversee automated invoice generation based on client billing schedules and contract terms
Perform quality control on automated invoices to guarantee data accuracy and completeness
Manually issue invoices following standard operating procedures when auto-invoicing is not applicable
Review existing contracts in the ERP system and enter new contracts accurately
Partner with internal teams (Finance, Sales, Customer Success) regarding contract terms, payments, client inquiries, and reporting
Manage incoming client calls and emails from assigned territories, delivering timely responses and excellent customer service
What you bring
2+ years of relevant experience in a billing or accounts receivable role
Strong written and spoken business communication skills in English (B2 level or higher)
Experience working within customer-facing organizations (B2B SaaS experience is a strong advantage)
Background in supporting international markets, particularly APAC, Europe, or the Middle East
Strong analytical skills and proficiency with financial systems
Excellent organizational skills with a proven ability to prioritize and multitask effectively
High attention to detail and advanced proficiency in Excel or Google Sheets
Strong understanding of professional business communication standards
Nice to have
Experience in local invoicing (GST/IRP/IRN)
Experience with international B2B SaaS
Bachelor’s degree in finance and accounting
Our assessment process
Screening call with the Talent Acquisition Specialist (~30 mins)
Test task (~120 mins)
Competency-based Interview with the Talent Acquisition Specialist (~60 mins)
Hiring Manager interview (~60 mins)
