Get to know us

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 300,000 companies globally, we help people run high-stakes processes and make important decisions with less stress, higher quality, and shorter hours.

Ideals Virtual Data Room (VDR): Secure document sharing and collaboration for due diligence, fundraising, corporate reporting, licensing, clinical trials, and other complex transactions.

Ideals Board: Board and leadership collaboration platform for faster, safer, and more compliant decision-making.

The role

We’re looking for a Billing & Accounts Receivable Specialist to join our team in Colombia. You’ll own the end-to-end billing cycle for an assigned client portfolio across North and South America – ensuring invoices go out correctly, payments come in on time, and clients always have a reliable point of contact.

What you will do

• Create invoices following established procedures

• Review automatically generated invoices for accuracy and completeness

• Perform monthly billing reconciliation between the ERP system and local Notas Fiscais

• Collaborate with Finance, Sales, and Customer Success on contract terms, payment status, and client requests

• Manage inbound client communication – calls, emails, and support requests – responding promptly and professionally

• Monitor and follow up with overdue accounts/debtors across the South American portfolio

What you bring

• 2+ years of experience in billing or other accounting process handling is preferable

• Bachelor’s degree, preferably in Finance, Accounting, or a related field

• 1+ year experience in a leading customer-facing organization (B2B SaaS is an advantage)

• Hands-on experience with ERP systems (NetSuite preferred)

• Experience with Brazilian local invoicing

• Strong written and verbal communication skills in English

• Proficiency in Microsoft Office with sharp analytical skills and high attention to detail

• Ability to manage multiple priorities and meet deadlines consistently

Nice to have

• Intermediate proficiency in Portuguese

• Experience with ticketing systems

• Experience working with CRM platforms (Hubspot preferred)

• Practical experience with AI-powered tools

Our assessment process

• Screening call with the Talent Acquisition Specialist (30-45 mins)

• Test Task (up to 2 hours)

• Competency-based interview with the Talent Acquisition Specialist (90 mins)

• Hiring Manager interview (60 mins)