Billing & Collections Specialist

About the Role

As a Billing & Collections Specialist at Wrike, you will ensure accurate, timely billing and effective collections for our global customer base. By managing invoices, payments, and contract-related processes, you’ll directly support revenue integrity and a seamless customer experience, contributing to Wrike’s financial health and operational excellence.

Your Impact

• Support US working hours (6:30pm IST to 3:30am IST) to partner with our global teams and customers.
• Collect outstanding invoices by contacting customers via email and phone, ensuring timely payments.
• Allocate incoming funds to the correct invoices and customer accounts.
• Review, validate, and process customer contracts in CPQ/Salesforce (SFDC).
• Ensure customers are provisioned according to signed contracts and that all contractual obligations are fulfilled.
• Create, verify, and send invoices in line with internal rules, regulations, and customer requirements.
• Provide operational and process support to Sales, Renewals, Legal, Customer Support, Customer Success, and other internal teams.
• Help structure deals and contracts to find optimal solutions for Sales while complying with company guidelines and system rules.
• Validate or escalate exceptions and customization requests as needed.
• Work daily in SFDC, CPQ, NetSuite, Wrike, and Zendesk to manage billing and customer requests.
• Troubleshoot system limitations and/or issues related to billing and contracts.
• Respond to customer queries, including cancellation requests and vendor form completion.
• Provide coverage and support to other members of the billing team when required.
• Perform other ad-hoc duties as assigned to support the broader Finance and Operations functions.

Your Qualifications

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• 3+ years of relevant experience in billing, collections, order management, or a similar role.
• Fluent in verbal and written English.
• Strong computational skills (addition, subtraction, multiplication, division, percentages, proration calculations, etc.).
• Strong organizational skills and self-motivation, with the ability to work both independently and as part of a team.
• High attention to detail while maintaining an understanding of the bigger picture.
• Strong problem-solving skills, with the ability to find creative solutions while adhering to company policies and guidelines.
• Ability to work cross-functionally with Finance, Legal, Sales, and Customer Support teams.
• Good understanding of basic legal contract structure and revenue recognition concepts is a plus.

Standout Qualities

• Experience working in a SaaS or subscription-based business environment.
• Prior exposure to US-based customers, billing practices, or time zones.
• Demonstrated ability to handle complex billing scenarios and exceptions.
• Comfort working in a fast-paced, high-growth environment with evolving processes.
• Strong customer-centric mindset, with the ability to communicate clearly and professionally in challenging situations.
• Proactive approach to identifying process improvements and system enhancements.

Team Dynamics

You will be part of the Billing team within Wrike’s Finance organization, reporting to a Billing/Order Management Manager or Team Lead. You’ll collaborate closely with colleagues across Finance, Sales, Renewals, Legal, Customer Support, and Customer Success. The team culture is collaborative, supportive, and detail-oriented, with a strong focus on accuracy, accountability, and continuous improvement.

Our Work Style

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