Finance and Billing Admin

This is a hybrid role. We expect this role to come into the office in Huntersville, NC 3 days a week.About Xen Tegra

Xen Tegra is an influential partner in technology solutions, redefining the role of value-added resellers as a VAR 2.0 breaking the mold of the traditional models. We offer a comprehensive suite of IT Managed Services, Support, and advanced technology deployments, enriched by the strategic use of AI to enhance delivery and operational efficiency. Our solutions span Cloud Infrastructure, Virtual Work spaces, IT Service Management, Productivity Applications and Cybersecurity.

Our mission is to engage, listen and deliver the right enterprise technologies, fostering a community of innovation and success for our clients and partners.

We are seeking a motivated and detail-oriented Finance and Billing Admin to support our finance operations. This role focuses on billing administration, accurate data entry, communication with internal/external individuals, and ensuring financial data integrity. Ideal candidates have basic bookkeeping or accounting exposure, are highly teachable, and capable of managing exceptions in a fast-paced environment.

• Perform Accounts Receivable (AR) collections, including follow-up on outstanding balances and customer communications
• Process daily cash deposits and accurately record payments
• Monitor and manage unbilled jobs, ensuring timely and accurate invoicing
• Manage the Accounts Payable (AP) inbox, routing invoices and responding to vendor inquiries
• Execute Monthly Recurring Revenue (MRR) billing for LLC entities
• Receive and apply customer payments and deposits in Sage and Salesforce, including ACH transactions
• Serve as the primary point of contact for the business office phone line, directing inquiries appropriately
• Process customer refunds accurately and in accordance with company policies
• Support sales order processing in Salesforce and vendor systems, ensuring data accuracy and completeness
• Assist with customer onboarding and account setup, including W-9 collection, ACH setup, and e-billing registrations
• Conduct Sage pending invoice audits, reviewing items remaining at 85% and escalating discrepancies as needed
• Maintain and update the annuity worksheet, including current and future invoice dates
• Ensure data integrity across financial systems and supporting documentation
• Perform other accounting, billing, and administrative duties as assigned

• Prior experience in an accounting clerk, billing clerk, accounts receivable/payable, or finance support role
• Basic bookkeeping knowledge, including invoicing, cash application, and reconciliations
• Experience working with accounting or ERP systems, and Salesforce or other CRMs
• Experience processing customer payments, including ACH, checks, and electronic deposits
• Exposure to accounts receivable collections and customer billing inquiries
• Comfort handling vendor/customer communications
• Strong data entry skills with a high level of accuracy and attention to detail
• Ability to manage multiple tasks and deadlines in a fast-paced, transactional environment
• Proficiency in Microsoft Excel, including basic formulas and spreadsheets
• High level of organization, reliability, and follow-through
• Willingness to learn new systems, processes, and financial procedures

At Xen Tegra, we believe in a skills-first approach to recruitment and employment. This means focusing on what you can do and how you can grow, rather than traditional metrics alone. We are committed to adhering to anti-exclusion practices, removing barriers to access, and enhancing opportunities for all individuals based on merit and potential. Your skills, experiences, and perspective are valuable—and we want to empower you to make your mark here with us.

• Ability to stand or walk occasionally
• Ability to bend, squat, climb stairs and lift occasionally
• Ability to lift up to 50 pounds occasionally