Joseph Martinez
San Jose
Summary
Billing and Financial Specialist with 7+ years of experience in SaaS billing, accounts receivable, and customer account management. Proven track record of resolving complex billing discrepancies, improving collections, and supporting revenue operations through systems like Salesforce and NetSuite. Known for cross-functional collaboration with sales, finance, and customer success teams to drive accurate billing, and strong client relationships.
Overview
9
9
years of professional experience
Work History
Billing and Financial Expert
Cloudinary
San Jose
08.2022 - Current
- Manage end-to-end billing operations, resolving discrepancies and customer collection issues through Zendesk, improving resolution efficiency
- Process invoices, credit memos, refunds, and payment reconciliations in NetSuite with high accuracy
- Support deal desk operations by setting up subscriptions, upgrades, and downgrades in Salesforce.
- Onboard 15+ new business accounts monthly, ensuring accurate billing configurations.
- Partner with Sales, Customer Success Managers, and Renewal teams to support deal closures and account transitions
- Improve collections by reissuing invoices, securing purchase orders, and tracking remittances.
- Generate and review month-end financial reports to ensure accuracy and compliance.
- Provide internal support through Jira, streamlining issue resolution across teams.
Support Analyst
Sage Intacct
San Jose
08.2021 - 08.2022
- Supported clients using Intacct accounting software across AR/AP, cash management, and bank feeds
- Resolved customer issues via phone, live chat, and ticketing systems, maintaining high customer satisfaction
- Logged and tracked cases in Salesforce, ensuring accurate documentation and follow-through
- Collaborated with product and engineering teams to troubleshoot complex system issues
- Delivered proactive recommendations to improve client workflows and platform usage
Billing Analyst
Intermedia
Sunnyvale
02.2017 - 08.2021
- Provided Tier 2 billing support for partner and direct accounts, handling complex billing inquiries
- Managed large partner accounts (300+ sub-accounts), conducting audits across services including O365, Voice, and Cloud
- Processed credits, refunds, and payments while coordinating with Accounts Receivable
- Identified billing discrepancies and worked with finance to ensure accurate corrections
- Supported partners via phone, email, and ticketing systems, improving retention and satisfaction
- Collaborated cross-functionally with technical support, onboarding, and customer success teams
Education
Bachelor of Science - Business Management
San Francisco State University
San FranciscoAssociates Degree - Business Administration
De Anza College
Associated Degree - Accounting information systems
De Anza College
Skills
- Accounting software proficiency
- Data entry and management
- Microsoft Excel and Office
- Google Docs and Drive
- Presentation skills with Google Slides
- Intacct and Sage expertise
- Salesforce CRM knowledge
- Ticketing systems experience
- Stripe and Recurly payment processing
- SAP software utilization
- Quality assurance practices
- Jira project management
- Okta identity management
- Slack communication tools
Websites
Timeline
Billing and Financial Expert
Cloudinary
08.2022 - Current
Support Analyst
Sage Intacct
08.2021 - 08.2022
Billing Analyst
Intermedia
02.2017 - 08.2021
Bachelor of Science - Business Management
San Francisco State University
Associates Degree - Business Administration
De Anza College
Associated Degree - Accounting information systems
De Anza College