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.
Ideals Board: Board and leadership collaboration platform for faster, safer, and more compliant decision-making.
The role
We’re looking for a Billing & Accounts Receivable Specialist to join our team in Colombia. You’ll own the end-to-end billing cycle for an assigned client portfolio across North and South America – ensuring invoices go out correctly, payments come in on time, and clients always have a reliable point of contact.
What you will do
Create invoices following established procedures
Review automatically generated invoices for accuracy and completeness
Perform monthly billing reconciliation between the ERP system and local Notas Fiscais
Collaborate with Finance, Sales, and Customer Success on contract terms, payment status, and client requests
Manage inbound client communication – calls, emails, and support requests – responding promptly and professionally
Monitor and follow up with overdue accounts/debtors across the South American portfolio
What you bring
2+ years of experience in billing or other accounting process handling is preferable
Bachelor’s degree, preferably in Finance, Accounting, or a related field
1+ year experience in a leading customer-facing organization (B2B SaaS is an advantage)
Hands-on experience with ERP systems (NetSuite preferred)
Experience with Brazilian local invoicing
Strong written and verbal communication skills in English
Proficiency in Microsoft Office with sharp analytical skills and high attention to detail
Ability to manage multiple priorities and meet deadlines consistently
Nice to have
Intermediate proficiency in Portuguese
Experience with ticketing systems
Experience working with CRM platforms (Hubspot preferred)
Practical experience with AI-powered tools
Our assessment process
Screening call with the Talent Acquisition Specialist (30-45 mins)
Test Task (up to 2 hours)
Competency-based interview with the Talent Acquisition Specialist (90 mins)
Hiring Manager interview (60 mins)
