Get to know us

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric in a secure business collaboration market. Trusted by more than 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours:

Ideals Virtual Data Room: A web-based cloud platform used by companies in a wide range of industries to ensure secure confidential document sharing for online due diligence, fundraising transactions, corporate reporting, licensing, clinical trials, and other business goals.

Ideals Board: A cloud platform with web and mobile applications used by board members, CEOs, executives, and corporate secretaries, to streamline governance and improve high-stake decisions in a fast, secure, and compliant way.

The role

We are looking for a Billing & Accounts Receivable Specialist to join our team in our Shanghai office. It’s a remote/hybrid role. In this role, your main objective will be to provide high-quality billing service by monitoring timely and correct invoicing, as well as timely and effective communication with clients and ensure timely payment by the company’s clients from the assigned territory for the services provided. 

What you will do

• Creation of invoices following the standard procedure, including VAT invoices (fapiao)
• Quality control of automatically issued invoices through a check for the correctness and completeness of data
• Checking contracts that have been generated in the ERP system, as well as entering new contracts that have not been generated
• Perform monthly billing reconciliation with ERP system and E-Tax system
• Be responsible for the month-end VAT invoice report and the tax declaration
• Interaction with cross-functional divisions (finance, sales, CS departments) on the terms of contracts, payments, client requests, and reporting
• Monitor customer responses, manage calls, emails and incoming requests from clients from assigned territory (China, India, Australia), respond in a timely manner and provide customer feedback
• Permanent communication and monitoring the portfolio of debtors from the assigned territory

What you bring

• 2+ years of Billing or other accounting experience is preferable
• Bachelor’s degree, preferably in finance and accounting
• 1+ year experience in leading customer-facing organizations (SaaS B2B is an advantage)
• Experience with the E-tax system and issuing fapiao
• Strong verbal and written communication skills in English
• Strong systems and analytical skills
• Highly organized with the ability to complete multiple tasks promptly
• High attention to detail, proficient in Microsoft Office packages
• Good knowledge of business communication standards