Accounts and Billing Specialist
About Workato
Workato delivers enterprise infrastructure for the agentic era, redefining iPaaS and helping enterprises unify data, applications, processes, and AI into a single, governed platform. A leader in Enterprise MCP and trusted by 50% of the Fortune 500, Workato’s cloud-native architecture connects every application, data source, and process to power real-time orchestration at scale. With enterprise-grade security and continuous innovation at its core, Workato provides the trusted foundation for organizations to automate with confidence and operationalize AI across the business. To learn more, visit www.workato.com
Why join us?
Ultimately, Workato believes in fostering a flexible, trust-oriented culture that empowers everyone to take full ownership of their roles . We are driven by innovation and looking for team players who want to actively build our company.
But, we also believe in balancing productivity with self-care . That’s why we offer all of our employees a vibrant and dynamic work environment along with a multitude of benefits they can enjoy inside and outside of their work lives.
If this sounds right up your alley, please submit an application. We look forward to getting to know you!
Also, feel free to check out why:
Business Insider named us an “enterprise startup to bet your career on”
Forbes’ Cloud 100 recognized us as one of the top 100 private cloud companies in the world
Deloitte Tech Fast 500 ranked us as the 17th fastest growing tech company in the Bay Area, and 96th in North America
Quartz ranked us the #1 best company for remote workers
Responsibilities
Workato Philippines, Inc. is seeking a highly detail-oriented, proactive, and process-driven Accounts and Billing Specialist (APJ hours) to join our growing Finance team. In this role, you will be involved in supporting global accounts receivable operations and will report to the Accounts & Billing Manager based in the Philippines.
In this role, y ou will also be responsible to:
Respond to tickets regarding Accounts and Billing requests
Respond to accounts and billing-related inquiries from various departments
Provision and Upgrade Accounts
Includes coordinating with the Sales team and the Implementation team
Monitoring of auto provisioning and manual provisioning
Processing of churn
Book Deals
Conduct deal closing walkthroughs
Includes analysis of order forms
Timely and accurate closing of deals, especially on the month-end and quarter-end
Invoicing and billing tool management
Includes special invoicing requests and sales tax processing
Ensure all invoices are processed in a timely manner every month-end and quarter-end
Process renewals and report management
Includes coordinating with the Sales team and the Customer Success team
Ensure timely collections for all regions (APJ, EMEA, and USA)
Handle different payment methods (ACH, Wire, Check, Credit Card)
Manage Cadences
Manual follow up/escalation
Includes coordinating with Sales team and Customer Success team
Registration and management for Vendor websites
Fill out vendor forms and assist with other finance-related forms
Updating and maintaining resources and finance materials
Generate reports needed by the finance team
Manage all accounting systems to ensure clean records
Coordinate with AP Team requests and assist when they have clarifications
Attend to the Business Technology Team’s questions and clarifications
Create documentation that will be used in the evaluation of new systems and implementation when needed
Requirements
Qualifications / Experience / Technical Skills
Must be a graduate of Business, Finance or related field
3+ years of working experience in Accounts Receivable operations
Strong understanding of AR operations, Order to Cash (O2C) processes, and month-end close activities
Advanced proficiency in Microsoft Excel and Google Workspace tools
Experience using ERP systems such as NetSuite, Coupa, or similar platforms
Experience working in a SaaS or iPaaS company is a plus
Exposure to AI-enabled finance operations, intelligent workflow automation, or digital transformation projects
Soft Skills / Personal Characteristics
Strong attention to detail and good analytical skills
Responsive to queries and strong work ethic
Great time management and organizational skills
Excellent collaboration and communication skills
Able to work independently but values teamwork and spirit
Has a positive, willing-to-learn attitude, and resilient
Has a high level of curiosity and enjoys taking initiative
Amenable to work on the weekends (when needed) and holiday shifting
(REQ ID: 2848)