Deal Desk & Billing Specialist

MedTrainer • Full-time • Remote (Kansas City, MO, US) • 1w ago

Company Description

About the Role

We’re looking for a Deal Desk & Billing Specialist who loves details, understands systems, and takes pride in getting things right. In this role, you’ll be a critical control point in our revenue process — ensuring customer contracts flow cleanly from signature through Salesforce, NetSuite, and invoicing.

You’ll work closely with our CFO and executive leadership, partner across Sales, Finance, and Customer Success, and help ensure that what we sell, bill, and invoice always matches what was agreed to. If you enjoy tracing issues end-to-end, improving processes, and working in a fast-moving subscription environment, this role has your name on it.

Job Description

Review signed customer contracts and validate that deal terms are accurately reflected in Salesforce before deals are marked Closed Won
Ensure subscriptions are correctly configured in NetSuite, including pricing, billing schedules, and contract terms
Validate and troubleshoot billing logic after Salesforce-to-NetSuite sync
Ensure invoices are generated accurately and on time based on contract terms
Investigate and resolve billing discrepancies by tracing issues across contracts, Salesforce, NetSuite, and invoicing
Partner closely with Sales, Finance, and Customer Success, including customer-facing communication when billing issues arise
Support high-volume, recurring billing operations in a subscription-based environment
Help maintain strong finance controls and data accuracy as the company continues to scale

Qualifications

MUST-HAVE QUALIFICATIONS

3–5 years of experience in Deal Desk, Billing, Revenue Operations, or Finance Operations
Hands-on experience with Salesforce and NetSuite
Proven ability to review contracts and translate terms into system configuration
Strong attention to detail with excellent organizational and analytical skills
Clear, professional communication skills in English and the ability to work cross-functionally
Ability to trace issues end-to-end across multiple systems and identify root causes

Preferred / Nice-to-have Skills

Experience in a SaaS or subscription-based business
Familiarity with revenue recognition principles (ASC 606 / IFRS 15)
Experience supporting audits or finance-led control environments
Ability to build reports or dashboards in Salesforce or NetSuite
Experience enforcing pricing, discounting, and contract approval processes
Comfort managing high-volume recurring billing (3,000+ customers, mostly monthly)

Additional Information

WHY YOU’LL LOVE THIS ROLE

Work directly with the CFO and executive leadership
Be part of a fast-growing, mission-driven organization
Have real ownership and visibility in a role that directly impacts revenue and customer experience
Opportunity to improve systems, processes, and data in a dynamic environment
Ideal for a detail-oriented, systems-savvy professional looking for a high-impact role