Deal Desk & Billing Specialist jobs in United States
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MedTrainer · 1 month ago

Deal Desk & Billing Specialist

MedTrainer is a fast-growing, mission-driven organization seeking a Deal Desk & Billing Specialist who is detail-oriented and systems-savvy. In this role, you will manage customer contracts, ensure accurate billing processes, and collaborate with various teams to maintain data integrity and finance controls.

ComplianceE-LearningHealth CareRisk Management

Responsibilities

Review signed customer contracts and validate that deal terms are accurately reflected in Salesforce before deals are marked Closed Won
Ensure subscriptions are correctly configured in NetSuite, including pricing, billing schedules, and contract terms
Validate and troubleshoot billing logic after Salesforce-to-NetSuite sync
Ensure invoices are generated accurately and on time based on contract terms
Investigate and resolve billing discrepancies by tracing issues across contracts, Salesforce, NetSuite, and invoicing
Partner closely with Sales, Finance, and Customer Success, including customer-facing communication when billing issues arise
Support high-volume, recurring billing operations in a subscription-based environment
Help maintain strong finance controls and data accuracy as the company continues to scale

Qualification

SalesforceNetSuiteBilling OperationsRevenue OperationsContract ReviewAnalytical SkillsProfessional CommunicationIssue TracingAttention to DetailCross-Functional Collaboration

Required

3–5 years of experience in Deal Desk, Billing, Revenue Operations, or Finance Operations
Hands-on experience with Salesforce and NetSuite
Proven ability to review contracts and translate terms into system configuration
Strong attention to detail with excellent organizational and analytical skills
Clear, professional communication skills in English and the ability to work cross-functionally
Ability to trace issues end-to-end across multiple systems and identify root causes

Preferred

Experience in a SaaS or subscription-based business
Familiarity with revenue recognition principles (ASC 606 / IFRS 15)
Experience supporting audits or finance-led control environments
Ability to build reports or dashboards in Salesforce or NetSuite
Experience enforcing pricing, discounting, and contract approval processes
Comfort managing high-volume recurring billing (3,000+ customers, mostly monthly)

Company

MedTrainer

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MedTrainer is a healthcare workforce compliance software provider.

Funding

Current Stage
Growth Stage
Total Funding
$54.02M
Key Investors
Vista Equity PartnersTelescope Partners
2022-04-13Series B· $43M
2019-08-02Series A· $11.03M

Leadership Team

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Steve Gallion
Co-Founder / Chief Executive Officer
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Erika Gotlieb
Chief Client Officer
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Company data provided by crunchbase