Billing & Collections Specialist

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.

• 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.

• 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.

• 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.

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.

You’ll work in a dynamic, global environment that supports remote collaboration and cross-

functional partnership. The role requires alignment with US working hours to support our customer and internal stakeholder base. You’ll use industry-standard tools and systems, including:

• NetSuite/Oracle (ERP)
• Salesforce & Salesforce CPQ
• Wrike (work management and collaboration)
• Zendesk (ticketing and customer requests)
• Microsoft Suite (Word & Excel)

What sets this role apart is the opportunity to work at the intersection of Finance, Sales, and Operations in a leading collaborative work management company, gaining exposure to end-to-end quote-to-cash processes in a modern SaaS environment.

• Recruiter Screening: 30 mins
• Department Interview: 45 mins
• Additional Interview: 45 mins
• Meet & Greet: 60 mins

Your recruitment buddy will be Nandini Singh, Sourcing Recruiter. 

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We believe in ownership at all levels of the organization, by owning workflows from start to finish. Each member of our team is an integral part of this commitment, establishing work as a platform for personal growth and transformation, as well as collective success and growth.