{"id":1143949,"url":"https://alion.io/job/smbteam-recurring-revenue-collections-specialist","title":"Recurring Revenue Collections Specialist","company":{"id":7998,"name":"Smbteam","domain":"smbteam.com","url":"https://alion.io/company/smbteam","size_band":null,"is_staffing_agency":false,"is_intermediary":false,"ats_vendor":"Workable","truth_index":{"grade":"A","score":94,"open_postings":4,"ghost_share":0,"stale_share":0.25,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-09-23T05:45:00Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":{"min_usd":71000,"max_usd":187000,"period":"year","method":"role_country_seniority_unknown","sample_n":4425},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Google Sheets","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"QuickBooks","optional":false}],"status":"live","first_seen_at":"2026-09-23T13:56:41Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-09-23T16:40:14Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Position Summary\nWe are seeking a detail-oriented, data-driven Billing and Collections Specialist to support a high-volume, monthly recurring revenue (MRR) business. This role owns accurate customer billing, proactive collections, and timely resolution of billing tickets while keeping customer and financial records aligned across QuickBooks Online (QBO) and HubSpot.\nThe ideal candidate can manage frequent subscription changes, upgrades, prorations, and billing adjustments without losing accuracy. This person will also support payment applications, revenue allocation, account reconciliations, and general ledger activities in partnership with the accounting team.\nKey Responsibilities\nRecurring Billing and Subscription Changes\nPrepare, review, and process a high volume of recurring and one-time customer invoices accurately and on schedule.\nMaintain customer billing information, payment terms, subscription details, and billing schedules in QBO and HubSpot.\nReview contracts, approved pricing, and customer changes to confirm invoices reflect the correct products, services, amounts, and effective dates.\nProcess upgrades, downgrades, add-ons, cancellations, discounts, credits, and prorated charges according to company policies and approval requirements.\nTrack changes in MRR and reconcile approved subscription activity to customer billing records.\nInvestigate and resolve missing invoices, duplicate charges, incorrect pricing, and discrepancies between systems.\nCoordinate with Sales and Customer Success to ensure customer commitments and subscription changes are documented and communicated before billing.\nCollections and Accounts Receivable\nMonitor accounts receivable aging and prioritize collection activity based on past-due balances, account history, and payment commitments.\nContact customers professionally to resolve outstanding balances, answer invoice questions, and secure payment.\nMaintain accurate records of collection attempts, disputes, payment commitments, and follow-up dates.\nInvestigate failed payments, short payments, unapplied cash, and customer account discrepancies.\nApply customer payments and credits to the correct invoices and accounts.\nCoordinate payment arrangements and escalate delinquent accounts according to company policy.\nIdentify recurring causes of late payment and recommend improvements that reduce overdue balances and prevent avoidable disputes.\nBilling Tickets and Customer Support\nManage a high volume of billing and collections tickets while meeting established response and resolution targets.\nCategorize and prioritize requests based on urgency, financial impact, and customer needs.\nResearch billing questions across QBO, HubSpot, contracts, and supporting documentation.\nProvide clear explanations of charges, credits, prorations, subscription changes, and outstanding balances.\nDocument resolutions thoroughly and maintain clear ownership of open issues through completion.\nIdentify repeat ticket trends and recommend changes to billing processes, customer communications, and internal documentation.\nRevenue Allocation and General Ledger Support\nAllocate invoice line items to the appropriate revenue accounts, products, services, classes, or other reporting categories in accordance with established accounting policies.\nDistinguish recurring subscription charges from one-time fees and other revenue categories.\nSupport accurate treatment of customer credits, refunds, unapplied payments, and deferred revenue where applicable.\nAssist with accounts receivable reconciliations and reconciliation of the accounts receivable subledger to the general ledger.\nPrepare supporting schedules and documentation for journal entries and month-end close.\nAssist with approved general ledger entries, account coding, and investigation of reconciliation differences.\nHelp verify that billing adjustments and subscription changes are recorded in the correct accounting period.\nMaintain organized documentation to support internal reviews and audits.\nReporting, Data Quality, and Process Improvement\nPrepare and maintain reports on billing volume, accounts receivable aging, collections, overdue balances, disputes, and ticket activity.\nAnalyze billing and collection data to identify errors, trends, bottlenecks, and opportunities for improvement.\nReconcile customer and subscription information between HubSpot and QBO, investigating discrepancies and correcting records within assigned authority.\nSupport MRR reporting by identifying new subscriptions, upgrades, downgrades, cancellations, and other changes, while keeping MRR distinct from invoiced amounts, cash collections, and recognized revenue.\nUse spreadsheets to compare datasets, reconcile balances, and identify missing or inconsistent information.\nDocument procedures and recommend practical improvements to workflows, controls, and automation.\nFollow approval requirements for pricing changes, credits, refunds, write-offs, and journal entries.\nWhat Success Looks Like\nRecurring invoices are accurate and issued on schedule.\nSubscription changes and upgrades are reflected in billing in the correct period.\nPast-due accounts receive consistent follow-up, and collection issues are escalated promptly.\nBilling tickets are resolved within established service targets with clear documentation.\nPayments, credits, and revenue allocations are recorded accurately.\nQBO and HubSpot records are consistent, with discrepancies identified and resolved promptly.\nReconciliations and month-end support are completed on time.\nReporting is reliable, and recurring errors lead to measurable process improvements.\nKey Competencies\nAttention to detail: Identifies small discrepancies before they become customer or accounting problems.\nAnalytical judgment: Uses data to investigate issues, prioritize work, and explain results.\nOrganization and ownership: Manages high transaction and ticket volumes while maintaining accurate records and reliable follow-through.\nCustomer communication: Explains financial information clearly and handles disputes and collections with professionalism.\nAccounting discipline: Follows established policies, maintains supporting documentation, and recognizes when an issue requires review or approval.\nRequirements\nRequired Qualifications\nAt least two years of experience in billing, collections, accounts receivable, or a closely related accounting role.\nExperience supporting a subscription, recurring revenue, or similarly high-volume billing environment.\nHands-on proficiency with QuickBooks Online.\nExperience using HubSpot to maintain customer records and track customer activity or workflows.\nStrong Excel or Google Sheets skills, including pivot tables, lookup functions, filtering, and reconciliation of large datasets.\nWorking knowledge of accounts receivable, payment application, account reconciliations, and basic general ledger accounting.\nExperience managing customer requests through a ticketing system or structured service queue.\nAbility to process frequent account changes accurately while managing competing deadlines.\nStrong written and verbal communication skills, including the ability to handle sensitive collection conversations professionally.\nDemonstrated ability to investigate discrepancies, document findings, and follow issues through resolution.\nPreferred Qualifications\nExperience in a SaaS or other MRR-based business.\nFamiliarity with subscription billing platforms, payment processors, and integrations between CRM and accounting systems.\nExperience with prorated billing, mid-cycle upgrades, credits, and complex customer billing arrangements.\nExposure to deferred revenue, revenue allocation, and month-end close support.\nAssociate’s or bachelor’s degree in accounting, finance, business, or a related field, or equivalent practical experience.\nBenefits\nSMB Team is a rapidly-growing marketing agency and coaching business for lawyers. After four years of 300% year-over-year growth, we have quickly become one of the top brands in the legal industry.\nBottom Line: We change lives. Want proof? Read our Google My Business reviews.\nThe SMB Team is an Equal Opportunity Employer. The policy of The SMB Team is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws.\nThe SMB Team is an Equal Opportunity Employer - Minority/Female/Disabled/Protected Veterans","description_format":"text","description_chars":8695,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Professional Services","Sales & Marketing","Legal Services"],"lifecycle":[{"event":"open","at":"2026-09-23T13:56:41Z"}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":23,"reasons":["conf:1","win:early"],"computed_at":"2026-09-23T18:09:40Z"},"pay":null,"html_url":"https://alion.io/job/smbteam-recurring-revenue-collections-specialist","json_url":"https://alion.io/job/smbteam-recurring-revenue-collections-specialist.json","meta":{"generated_at":"2026-09-23T18:09:40Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}