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Revenue and Billing Specialist

Wagmo

Wagmo

Remote
Posted on Wednesday, June 5, 2024

What We Do:

Wagmo is a new type of pet health company focused on empowering and inspiring responsible pet parenting through top-tier pet benefits provided by employers. From everyday care to rainy-day emergencies, we offer tech-enabled solutions that are optimized for value and flexibility so that our pet parents always feel confident that they are giving their pets the care they deserve.

What's Important To Us:

We solve hard problems all day long but hang out with dogs while we do it. We value authenticity and efficiency and have no time for egos. We prioritize performance over pedigree, compensate fairly, and never take ourselves too seriously.

Our values are core to who we are and how we operate. We talk about them all the time. These are not just things posted on a wall. We will interview for them, hold each other accountable to them and make sure we work with every single person we interact with in a way that's consistent with these values.

We’re looking for motivated, solutions-focused, passionate, and results-oriented sales professionals to help us impact and grow our strong sales team, achieve our goals, and champion Wagmo in the overall pet wellness and insurance ecosystem. If you possess the expertise of selling to brokers and in-house HR/Benefits team - along with the drive to uncover new sales prospects, love dogs (or cats!), and are looking for an exciting growth opportunity, we want to talk with you!

About the role:

As the Revenue and Billing Specialist, you will be a key member of the Finance team with a primary focus on billing, invoicing, and reconciliations. Reporting directly to the Director of Finance, you will play a pivotal role in ensuring the accuracy, efficiency, and effectiveness of our revenue and cash generation processes. This position offers a unique opportunity to contribute to the growth and success of Wagmo by ensuring accurate financial transactions, optimizing B2B revenue streams, and implementing efficient billing practices.

What you’ll do:

  • Run the end-to-end revenue cycle, including invoicing, collections, and reconciliations process.

  • Implement and maintain robust billing systems and procedures to streamline billing operations and enhance accuracy.

  • Perform reconciliations of B2B invoicing, ensuring discrepancies are promptly identified and resolved.

  • Collaborate with cross-functional teams, including Customer Success team, Operations, and Engineering, to streamline billing processes and to ensure B2B and member wellness plan data accuracy.

  • Identify key areas for improvements in B2B revenue generation processes, and recommend solutions to drive business growth.

  • Monitor billing metrics and KPIs, analyzing trends and identifying areas for improvement.

  • Prepare and present status reports, financial reports, and analysis to support performance tracking and strategic decision-making.

  • Stay informed about industry trends and best practices in revenue management and billing systems.

  • Drive process improvements and automation initiatives to increase efficiency and scalability.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Business Administration, or related field.

  • Minimum of 3 years of experience in billing, invoicing, and reconciliation roles, preferably in employee benefits and/or a technology or subscription-based company.

  • Unafraid of going deep into the data to understand idiosyncrasies in operational systems and practices.

  • Proficiency in Excel, billing software, and accounting systems, such as QuickBooks, or similar platforms.

  • Understanding of accounting principles and revenue recognition standards.

  • Excellent analytical skills and attention to detail, with a track recording of delivering accurate and timely results.

  • Proven ability to collaborate effectively across departments and communicate complex scenarios clearly.

  • Ability to thrive in a fast-paced, dynamic environment and adapt to evolving business needs.

  • Results-driven mindset with a focus on continuous improvement and operational experience.

  • A team-player attitude with a desire to contribute toward company’s mission and goals

  • Strong project management and organizations skills

  • Excellent verbal, written, listening, and presentation skills

  • Highly organized, able to multitask, and easily adaptable to change

  • Ability to work cross-functionally with product, sales, and engineering teams

  • Innate motivation, and willingness to work in an autonomous environment – willingness to roll up your sleeves and get the job done

Key Benefits:

  • Equity in the company

  • Company paid medical premiums for employee-only plan (3 out of 4 medical plans)

  • Dental, vision, voluntary life, short term disability and long-term disability

  • Commuter assistance

  • Company paid Wagmo pet wellness and insurance plans through monthly reimbursement

  • Unlimited paid time off

  • 12 weeks parental time off

  • 401k