As a Revenue Accountant at Fleetio, you will play a crucial role in ensuring the accuracy of customer information and invoicing. You will be the primary point of contact for all billing matters, investigating customer activities to resolve issues and collaborating with customer-facing teams. This role is vital as Fleetio continues its rapid growth.
A little about us…Fleetio is a modern software platform that helps thousands of organizations around the world manage their fleet operations. Transportation technology is a hot market and we’re leading the charge, with raving fans and new customers signing up every day. We raised $144M in Series C in June of 2023 and are on an exciting trajectory as a company. Fleetio is also a proud founding member of the Rails Foundation!
More about our team and company:
- Watch our culture videos: https://fleet.io/culture
- Fleetio overview video: https://www.youtube.com/watch?v=IlvIbwZT3oU
- Our careers page: https://www.fleetio.com/careers
Who you are
- Effective Communicator: You will work across departments, requiring clear and concise communication to resolve issues effectively.
- Critical Thinker: You will encounter new scenarios daily. Applying our billing framework creatively will be key to solving problems.
- Continuous Learner: Be open to learning from team members and your mistakes.
- Self-Starter: Take initiative to improve processes based on feedback and embrace new ideas.
- Time Manager: Determine what is a priority to you and those you support.
Your impact
- Set up and maintain customer accounts, including upgrades, downgrades, renewals, and add-ons.
- Distribute invoices daily and submit them to customer portals as needed.
- Gather and validate customer sales tax exemption certificates.
- Generate official quotes using NetSuite.
- Investigate and troubleshoot discrepancies with invoices, payments, refunds, and other billing and subscription information.
- Address billing inquiries and resolve customer questions via email.
- Collaborate with various teams to ensure accuracy in customer accounts, solve issues, and complete customer-required vendor documents.
- Develop a deep understanding of our products and offerings.
- Identify areas for process improvement to better facilitate information to customers and teams.
Your experience
- 1-3 years of experience in public/private accounting
- Bachelor’s degree in Accounting or Finance (or relevant SaaS experience)
- Advanced knowledge of Microsoft Excel and Google Sheets
- Proven success in managing recurring accounting duties
- Ability to recognize problems, recommend solutions, and implement changes collaboratively
- Technologically savvy and comfortable using various software/tools
- Highly motivated and ambitious
- Excellent written and verbal communication skills
- Resourceful and able to creatively complete tasks
- Well-organized, with the ability to prioritize and manage multiple tasks
- Detail-oriented with the ability to handle sensitive and confidential information
- Experience with Asana, NetSuite, Maxio, and SFDC is a plus
- Background and credit check required
Benefits
- Multiple health/dental coverage options (100% employee coverage, 50% family coverage)
- Vision insurance
- Incentive stock options
- 401(k) match of 4%
- PTO - 4 weeks
- 12 company holidays + 2 floating holidays
- Parental leave- birthing parent (12 weeks paid) non-birthing (4 weeks)
- FSA & HSA options
- Short and long term disability (short term 100% paid)
- Community service funds
- Professional development funds
- Wellbeing fund - $150 quarterly
- Business expense stipend - $125 quarterly
- Mac laptop + new hire equipment stipend
- Remote working friendly since 2012
Fleetio provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment. We celebrate diversity and are committed to creating an inclusive environment for all. All employment is decided on the basis of qualifications, merit and business need.
This application is not intended to and does not create a contract or offer of employment. Employment with Fleetio is at will.
If you have a disability or a special need that requires an accommodation to fill out the online application, please let us know by calling (205) 718-7500.
United States
