Hi, We’re AffiniPay!
AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and practice management software, AffiniPay’s tech products serve legal, accounting, architectural, engineering and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!
AffiniPay is looking for a Billing Specialist who will play a key role in ensuring billing accuracy and completeness for the software side of the business. This position reports to the Director of Accounting. The ideal candidate will have a solid billing background, understanding of GAAP and experience working in a high-growth, fast-paced environment. The Billing Specialist will work with cross functional teams and will have an opportunity to scale accounting tasks through automation and/or process improvements.
What You’ll Do:
- Prepare, verify, and process exception invoicing and credit memo issuance via SalesForce tickets created by Sales, Account Management, and Operations departments
- Update customer accounts for subscription changes, plan changes, and maintain customer data hygiene
- Audit auto-generated invoicing and credit memo runs for completeness and accuracy
- Own accounts receivable responsibilities such as maintaining a clean Aging report and ensuring credit memos are applied accurately
- Work with Operations to resolve outstanding invoice payments
- Ensure receipt of proper documents for sales tax exemptions
- Assist with preparation of balance sheet reconciliations
- Analyze month over month Accounts Receivable balance fluctuations
- Lead efforts to automate processes by developing a deep understanding of source data and end user needs; work across departments to gather data for implementation, design and oversight of processes (i.e. setting up billing and payment schedules).
- Perform analysis of allowance for doubtful accounts based on collections history
- Perform ad hoc analysis and develop or recommend procedures as required
- Document internal controls and processes for accurate and timely financial reporting and make recommendations on improvements
- Lead special projects
About You:
- Bachelor's degree in Accounting, Finance, or similar field preferred
- Experience with Zuora highly preferred
- Experience with SalesForce and Workday preferred
- Experience with Stripe preferred
- Proficiency in Excel
- 2+ years experience in software billing
- Outstanding problem-solving skills; “can-do” attitude and resourcefulness combined with ability to propose solutions
- High degree of accuracy and attention to detail
- Exemplary analytical and communication skills
- Superior customer service skills with both internal and external stakeholders
- Solid ability to work both independently and collaboratively with other departments.
- Comfortable working in a fast-paced environment; ability to pivot as business priorities shift
- Located in Austin, Texas, and willing to come to the office on a hybrid schedule
Our Story
Founded in 2005, AffiniPay’s mission is to build technology products that helps professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay’s products serve legal, accounting, architectural, engineering and construction firms. Our portfolio of software solutions include MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), Docketwise (Immigration & Case Management Software), Soluno (Legal Accounting), and Woodpecker (Legal Document Automation). Our portfolio of payment solutions include LawPay (Legal), AffiniPay for Associations (Associations), CPACharge (Accounting Professionals), and ClientPay (Architect, Engineer, and Construction). AffiniPay’s products serve over one hundred thousand users, and we are noted as one of the fastest growing tech companies in Austin, Texas. We are constantly looking for talent to join our team to continue playing a key part in unlocking our potential.
Diversity, Equity & Inclusion at AffiniPay
At AffiniPay, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.
Benefits that Benefit You!
As a people first culture, we believe it is important that our teammates are happy, healthy, and productive. In order to best support that, AffiniPay provides award-winning benefits that can make a difference in your life - right now and for the future.
- All employees receive fully covered medical, dental and vision coverage - Choose from our 2 available health plans based on what fits you and/or your family!
- Have some fur babies? - We offer them insurance too!
- RELAX and enjoy your time away with our flexible paid time off policy!
- We will help you plan for your future - 401K, or RRSP if in Canada, with a company match
- Competitive compensation packages that include mid-year and end-of-year bonuses and equity options for all full-time employees
- Health Wellness Program that includes nutrition consultations, mental health apps, and access to discounted memberships
- Have plans to grow your family? - Parental resources, including 16 weeks of paid time off for primary caregivers
- Professional development opportunities including mentorships, leadership programs and our AffiniPayU courses
- We believe it is important to give back with our Matching Gift Program and organized activities focused on donations, volunteerism and supporting the local communities throughout the country
- D&I initiatives provide educational opportunities regarding multicultural issues, tolerance, and celebrating diversity among our entire staff
- An incredible, in-office experience at our headquarters in Austin and San Diego including free lunch delivery, a fully stocked kitchen, and some “sweet” surprises for those afternoon pick-me-ups
Security Advisory
Our hiring teams at AffiniPay are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the AffiniPay domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.
Top Skills
What the Team is Saying
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What We Do
Since 2005, AffiniPay has been transforming the lives of professionals everywhere. What started as a single payment product for trade organizations has transformed into four of the highest-rated financial tools serving more than eight professional services industries. And our progress shows no signs of stopping. The secret to our growth and success is our team. We support each and every team member by continuing to invest in their goals, our culture, and a diverse workplace. Because when you’re happy, focused, and fulfilled with your work — it feels like you’re doing what you’re meant to do.
Why Work With Us
We’ve assembled teams of highly collaborative problem solvers who are eager to create, collaborate and do whatever it takes to get the job done. We know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team’s growth & development, recognize accomplishments and celebrate successes together.
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AffiniPay Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
