Agile IT · 1 day ago
Senior Accounting & Billing Manager (AutoTask + Xero)
United States
Full-time
Remote
Mid, Senior Level
$85K/yr - $135K/yr
6+ years expAgile IT is a company that delivers Microsoft‑centric professional and managed services with a focus on operationalizing CMMC for the DIB. They are seeking a Senior Accounting & Billing Manager to oversee billing operations and core accounting responsibilities using AutoTask and Xero, ensuring accurate invoicing and compliance with financial regulations.
ConsultingCRMInformation ServicesSoftwareWeb Development
Responsibilities
Own the billing calendar and execute invoice cycles (recurring, T&M, fixed fee, pass-throughs)
Maintain and troubleshoot AutoTask contract setup (billing rules, rate cards, recurring charges, entitlements, invoice templates)
Ensure billing inputs are complete and accurate (time entries, ticket/project approvals, work types, expenses, products/charges)
Perform invoice QA before release: accuracy, formatting requirements, PO/terms compliance, and correct application of credits/adjustments
Partner with operations/service delivery to resolve billing blockers and prevent unbilled leakage
Manage AR aging and drive collections with a consistent, professional cadence (statements, reminders, dispute tracking)
Administer and reconcile payments:
Stripe payment links, payouts, refunds/chargebacks (as needed)
GoCardless recurring ACH enrollment, failures, and retries
Checks received via Earth Class Mail; deposit confirmation and application
Incoming ACH payments application
Apply payments accurately across invoices (partial payments, multi-invoice payments, credits)
Code incoming Bills to correct GL accounts in Ramp.com
Maintain clean day-to-day accounting and reconciliations across multiple bank feeds
Own month-end close tasks including reconciliations, accruals/adjustments (as appropriate), and variance explanations
Ensure alignment between AutoTask billing activity and Xero AR/revenue (tie-outs and exception management)
Support AP/expense accounting workflows through Ramp (coding, approvals, reconciliation, policy compliance support)
Own the annual 1099 process (contractor/vendor tracking, W-9 collection support, reconciliation, and preparation in Xero and/or Ramp; coordinate e-filing and corrections as needed)
Manage sales tax filings: maintain required reporting support, prepare returns, file on schedule (directly or in coordination with external tax support), and maintain documentation
Build and maintain SOPs and checklists for billing runs, cash application, month-end close, and compliance deadlines
Implement controls to reduce billing errors, speed cycle times, and improve audit readiness (even if no formal audit)
Qualification
Required
6+ years of progressive experience in billing operations and/or operational accounting
Demonstrated, hands-on ownership of AutoTask billing or other PSA billing
Strong proficiency in Xero: reconciliations, AR, month-end close, reporting hygiene
Experience managing AR and payment workflows (Stripe and/or ACH strongly preferred)
High attention to detail and comfort operating in a high-volume billing environment
Ability to partner cross-functionally (operations/service delivery) to resolve billing and contract issues
Preferred
Experience in professional services, MSP, or recurring services billing models
Ramp (or similar expense/bill pay tooling) experience
Experience improving billing configuration and controls to reduce leakage and errors
Familiarity with recurring billing/subscription tools and integrations
Benefits
Comprehensive benefits package (medical, retirement plan, PTO, professional development).
Company
Agile IT
Advanced Microsoft Technology Solutions
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Conrad Agramont
CEO
John Gilham
CTO & Founder
Company data provided by crunchbase