Billing and Accounts Receivable Specialist

GET TO KNOW US

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand https://www.g2.com/categories/virtual-data-room?tab=highest_rated 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) https://www.idealsvdr.com/: Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions.

Ideals Board https://idealsboard.com/: 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)

WHAT WE OFFER

We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.

FOR YOUR BEST WORK

• Remote-first flexibility to shape your ideal workday
• Home workplace budget
• Co-working expense coverage
• Individual IT budget for extra equipment
• Top-tier tech and AI-powered tools

FOR YOUR GROWTH

• Access to Ideals Academy with numerous courses
• Investment in external learning and development activities
• Guidance in Personal Development Plan creation
• Professional literature and subscriptions coverage
• Support of your passion as a speaker or writer
• Internal talent mobility opportunities

FOR YOUR WELL-BEING

• Tailored Wellness Package for your physical and mental health
• Funding for sports competitions
• 15 business days of paid time off per year
• Paid health-related time-off

EXTRA PERKS

• Budget for meetups with your local team
• Generous internal referral program

OUR CULTURE

Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we create a team where talents feel at ease and work to the best of their abilities.

Discover more https://ideals.jobs/our-culture/.

Ideals is an equal opportunity employer

Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.