What are the responsibilities and job description for the Billing Analyst position at Xactly Corp?
Job Description
WHO WE ARE
Xactly is a leader in Intelligent Revenue Solutions and a part of Vista Equity Partners portfolio companies since 2017. The Xactly Intelligent Revenue Platform marries artificial intelligence and 17 years of proprietary data in easy-to-use applications.
Named among the best workplaces in the U.S. by Great Place to Work six times, honored on FORTUNE Magazine’s inaugural list of the 100 Best Workplaces for Millennials, and chosen as the “Market Leader in Incentive Compensation” by CRM magazine. We’re building a culture of success and are looking for motivated professionals to join us!
THE OPPORTUNITY
We are seeking a detail-oriented and proactive Billing Analyst to join our Accounting team. This role is critical in ensuring the accuracy and efficiency of our upstream order-to-cash process, playing a key part in our billing, collections, revenue recognition and customer satisfaction. The ideal candidate will possess strong analytical skills, a thorough understanding of the Order to Cash cycle, and excellent communication abilities. You will be responsible for managing customer contracts, ensuring timely and accurate billing, and collaborating closely with Sales, Revenue Operations, and Customer Success teams. This is a Denver based hybrid remote and in-person role reporting to the Manager, Revenue Accounting.
THE TEAM
Xactly’s finance team is tight-knit and continually growing with diverse backgrounds--we’re seasoned professionals who are passionate about driving strong business financial growth & success. We are dedicated to and excited about the opportunity to bring strong collaborative talent into our organization. We are in the weeds with our cross functional teams, ensuring they get the support, tools, guidance, coaching, and mentorship they need to succeed and grow.
Responsibilities
OUR VISION: Unleashing human potential to maximize company performance. We address a critical business need: to incentivize employees and align their behaviors with company goals.
OUR CORE VALUES: Customer Focus | Accountability | Respect | Excellence (CARE) are the keys to our success, and each day we’re committed to upholding them by delivering the best we can to our customers.
Xactly is proud to be an Equal Opportunity Employer. Xactly provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law. This means we believe in celebrating diversity and creating an inclusive workplace environment, where everyone feels valued, heard, and has a sense of belonging. By doing this, everyone in the Xactly family has the power to make a difference and unleash their full potential.
We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.
WHO WE ARE
Xactly is a leader in Intelligent Revenue Solutions and a part of Vista Equity Partners portfolio companies since 2017. The Xactly Intelligent Revenue Platform marries artificial intelligence and 17 years of proprietary data in easy-to-use applications.
Named among the best workplaces in the U.S. by Great Place to Work six times, honored on FORTUNE Magazine’s inaugural list of the 100 Best Workplaces for Millennials, and chosen as the “Market Leader in Incentive Compensation” by CRM magazine. We’re building a culture of success and are looking for motivated professionals to join us!
THE OPPORTUNITY
We are seeking a detail-oriented and proactive Billing Analyst to join our Accounting team. This role is critical in ensuring the accuracy and efficiency of our upstream order-to-cash process, playing a key part in our billing, collections, revenue recognition and customer satisfaction. The ideal candidate will possess strong analytical skills, a thorough understanding of the Order to Cash cycle, and excellent communication abilities. You will be responsible for managing customer contracts, ensuring timely and accurate billing, and collaborating closely with Sales, Revenue Operations, and Customer Success teams. This is a Denver based hybrid remote and in-person role reporting to the Manager, Revenue Accounting.
THE TEAM
Xactly’s finance team is tight-knit and continually growing with diverse backgrounds--we’re seasoned professionals who are passionate about driving strong business financial growth & success. We are dedicated to and excited about the opportunity to bring strong collaborative talent into our organization. We are in the weeds with our cross functional teams, ensuring they get the support, tools, guidance, coaching, and mentorship they need to succeed and grow.
Responsibilities
- Manage the upstream order-to-cash process - work with RevOps to timely close out opportunities within Salesforce, ensuring proper integration with Workday,
- Review contracts and build out billing schedules which will set the foundation for billing and revenue recognition. Ensure contracts and billing schedules accurately reflect all contractual terms.
- Generate and distribute accurate and timely customer invoices.
- Manage and monitor the Accounts Receivable (AR) inbox, responding to customer inquiries timely and professionally and resolving billing discrepancies.
- Proactively work with the Customer Success team and directly with customers to obtain necessary purchase orders (POs) prior to service delivery and billing.
- Collaborate closely with the Collections team to ensure timely payment
- Identify and implement process improvements to enhance billing efficiency and accuracy.
- Education: Bachelor’s degree in Accounting, Finance, Business, or a related field (or equivalent experience).
- Experience: 1-3 years of experience in billing, accounting, or finance roles.
- Skills:
- Proficient in Microsoft Excel
- Strong attention to detail and organizational skills.
- Excellent communication skills, both written and verbal.
- Ability to manage multiple tasks and deadlines in a fast-paced environment.
- Knowledge of accounting principles and billing regulations.
- Sound business judgement and ability to work with multiple teams
- Experience with Salesforce and Workday a plus
- Flexible Time Off (FTO)
- Comprehensive Insurance Coverage (including pet insurance!)
- Tuition Reimbursement
- XactlyFit Gym/Fitness Program Reimbursement
- Kitchen Stocked Daily with Tasty Snacks, Fruit, and Drinks
- Access to Corporate Discounts
- Up to (3) Days Paid Leave to Participate in Community & Volunteer Opportunities
- End of Month Surprises, Contests, BBQs, Parties & Reward Vacations
- 401(k) Retirement Savings Plan & Employer Match
- Periodic Massages
- Generous Employee Referral Program
- Relocation Assistance through Preferred Partner
- Full access to Grokker, our health engagement and employee wellbeing platform
OUR VISION: Unleashing human potential to maximize company performance. We address a critical business need: to incentivize employees and align their behaviors with company goals.
OUR CORE VALUES: Customer Focus | Accountability | Respect | Excellence (CARE) are the keys to our success, and each day we’re committed to upholding them by delivering the best we can to our customers.
Xactly is proud to be an Equal Opportunity Employer. Xactly provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law. This means we believe in celebrating diversity and creating an inclusive workplace environment, where everyone feels valued, heard, and has a sense of belonging. By doing this, everyone in the Xactly family has the power to make a difference and unleash their full potential.
We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.
