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 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

As our business expands globally with a growing number of clients in the Americas, we are looking for a Billing & Accounts Receivable Specialist to join our team in Colombia (remotely). 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.

You will collaborate with Finance, Sales, and Customer Support teams and report to our global Head of Billing & Accounts Receivable. This is an excellent opportunity to grow your expertise on a global scale in a mature yet dynamic tech company.

What you will do

• Create invoices following standard procedures
• Perform quality control on automatically generated invoices, verifying data accuracy and completeness
• Conduct monthly billing reconciliation
• Collaborate with cross-functional teams (Finance, Sales, Customer Support) on contract terms, payments, client requests, and reporting
• Monitor customer responses, manage calls, emails and incoming requests from clients from the assigned territory  (Southern and North America), respond promptly and provide customer feedback
• Maintain ongoing communication and monitor the portfolio of debtors from South America

What you bring

• 2+ years of Billing or other accounting process handling experience is preferable
• 1+ year experience in leading customer-facing organizations
• Experience working with electronic invoicing through ERP or billing systems
• At least B2 English proficiency
• Strong analytical and systems skills with high attention to detail
• Excellent organizational skills to manage multiple tasks efficiently
• Proficiency in Microsoft Office suite
• Good knowledge of business communication standards

Nice to have

• Experience in issuing Nota Fiscal
• Portuguese language
• Experience in a B2B SaaS environment
• Bachelor’s degree, preferably in finance and accounting

Our assessment process

• Screening call with the Talent Acquisition Specialist (~40 mins)
• Test task (~2 hours)
• Competency-based interview with the Talent Acquisition Specialist (90 mins)
• Hiring Manager interview (60 mins)