Team Lead, Billing Services jobs in United States
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Aderant · 1 day ago

Team Lead, Billing Services

Aderant is a global industry leading software company providing comprehensive business management solutions for law firms and other professional services organizations. The Team Lead of Billing Services will oversee the billing team, ensuring timely and accurate billing processes while collaborating closely with the Professional Services team to address client inquiries and maintain compliance with accounting standards.

LegalProfessional ServicesSoftware
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Work & Life Balance

Responsibilities

Lead the end-to-end monthly billing cycle for professional services and billable expenses, ensuring invoices are prepared, reviewed, and delivered in alignment with contractual terms and internal deadlines
Generate and validate service-related invoices using Sage Intacct, Salesforce, and SuiteProjects (OpenAir), ensuring data consistency across platforms
Monitor daily billing activities to ensure accuracy, timeliness, and compliance with company policies and procedures
Partner closely with the Professional Services team to stay informed on project status, contract terms, and client expectations
Investigate and resolve client billing inquiries, implementing corrective actions and communicating outcomes effectively
Prepare and deliver accurate monthly billing and revenue reports to management
Review and account for revenue in accordance with ASC-606 guidelines
Lead month-end close activities, including financial reporting and audit support during high-volume periods
Supervise and support the Billing Services team, setting clear performance expectations and fostering a collaborative work environment
Provide guidance and mentorship to team members, promoting continuous improvement and professional growth
Conduct services and expense-related analysis as needed to support decision-making
Respond to ad hoc requests with agility and attention to detail

Qualification

Sage IntacctSalesforceSuiteProjects (OpenAir)ASC-606Microsoft ExcelBillingRevenue accountingCustomer service orientationCommunication skillsLeadership skillsProblem solvingOrganizational skills

Required

Bachelor's degree in Finance, Accounting, or a related field
3–5 years of experience in billing and revenue accounting, preferably in a professional services or software environment
Prior experience with Sage Intacct, Salesforce, and SuiteProjects (OpenAir), or similar accounting and project management tools
Advanced proficiency in Microsoft Excel, including pivot tables, XLOOKUP, SUMIFS, and other analytical functions
Strong working knowledge of Microsoft Outlook for managing emails, meetings, and tasks
Familiarity with ASC-606 revenue recognition standards and their application in service billing
Clear and effective verbal and written communication skills
Ability to explain complex billing procedures and contract terms to both internal teams and external clients
Strong customer service orientation with a proactive approach to resolving inquiries and issues
Proven ability to lead, support, and develop team members while setting clear performance expectations
Dependable, punctual, and committed to meeting deadlines in a fast-paced environment
High attention to detail with a strong focus on accuracy and process adherence
Proactive and analytical mindset with a strong ability to identify and resolve issues
Excellent organizational and time management skills, with the ability to manage multiple priorities and deadlines

Company

Aderant provides legal software and practice management software solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
2015-10-07Acquired

Leadership Team

M
Michael McKay
Vice President of Engineering
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Company data provided by crunchbase