[Hiring] Invoicing Analyst II @Samsara

Role Description

Invoicing & Adjustments team members are responsible for the accurate and timely invoicing of customers. They will ensure customers receive invoices, account statements, and adjustments (credit memos/returns) timely and accurately. The focus for the team members includes:

• Ensuring customers understand their invoices (via billing dashboard, email, or KP articles).
• Reminding customers to pay prior to the due date.
• Processing credits related to subsidies, partner rebates, refunds, or concessions.
• Providing documentation of completed transactions to Samsara customers.
• Applying appropriately to the invoice and reflecting on the customer statement.

This role will be measured by KPIs related to volume trends, custom invoicing management, and customer case volume. This is a remote position open to candidates based in Mexico. Relocation assistance will not be provided for this role.

Qualifications

• Bachelor’s degree.
• 2+ years in Accounts Receivable, preferably in an invoicing or billing-specific role.
• Experience with Mexico Accounts for invoicing and payments.
• Tax reconciliations experience.
• Proficient in MS Excel.
• Ability to multitask and thrive in a fast-paced environment.
• Ability to work cross-functionally and collaboratively.

Requirements

• Ensure customer invoices are accurate and for all customers.
• Enroll global customers in consolidated invoicing, ensuring they understand the nuances of the program.
• Create credit transactions for customers with returns, subsidies, partner credits (insurance rebates), concessions.
• Certify invoices, payment, and credit memos for MX-based customers.
• Answer internal and external questions on invoicing, adjustment transactions, escalations, and statements.
• Follow response time SLAs within our ticketing system, ensuring daily and weekly KPIs are met, and ensure customer support and satisfaction are the number one priority.
• Identify and correct system errors causing invoices to fail to send automatically.
• Create custom billing schedules at IF/Sales’ request.
• Accommodate specialty invoicing requests.
• Upload invoices to portals when required.
• Create customer-facing documentation answering frequently asked billing questions.
• Project work to improve the overall invoicing process.
• Champion, role model, and embody Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team) as we scale globally and across new offices.

Benefits

• Above-market total compensation through a combination of base salary, performance-based bonus/variable pay, and equity (for eligible roles).
• Flexible, employee-led remote model.
• Professional development stipend.
• Comprehensive health and parental leave plans.