Katherine Villescas Gelvoria
Austin,Texas
Summary
Responsible and highly organized Billing Associate with background in billing operations, revenue, and accounts receivable. Working collaborate with other teams including different geographies to accomplish certain billing criteria and client's requirements. Able to multi-task while still completing daily assignments, meeting certain timeframes and deadlines.
Overview
9
9
years of professional experience
Work History
Lead Billing, Marketplace
MongoDB
08.2023 - Current
- Training and mentoring junior team members on best practices for billing-related tasks.
- Assisting team members by providing guidance for complex queries, emails, and slack
- Ensured compliance with all relevant regulations, including industry-specific guidelines for accurate billing practices.
- Improved efficiency deal closure, reducing errors and increasing invoice accuracy.
- Assisting in cash payments specifically AWS
- Assisting with audit requests, providing documentation
- Completing month end tasks/reporting
- Handling RMAs, applying CR/RB, and entering JIRA tickets
- Coordinating with other teams to improve efficiency for all three Marketplace Partners
Senior Billing Analyst, Marketplace
MongoDB
05.2021 - 08.2023
- Reviewing and approving Marketplace opportunities in SFDC, to approving the sales order in NetSuite
- Mentored junior staff members, providing guidance and support that led to their professional development and growth within the company.
- Reconciled discrepancies between invoicing records and customer statements, ensuring accurate reporting of account balances.
- Led training sessions to junior members, along with assisting the team with complex questions and escalations.
- Collaborated with cross-functional teams such as Partner Team, Deal Strategy, Revenue to resolve complex billing issues, resulting in improved client satisfaction.
- Assisting in cash application
Billing Analyst
MongoDB
05.2019 - 05.2021
- Reviewing a large volume of ordering documents and ensuring that pricing, terms, products and other order details are correctly entered into our sales and accounting system
- Generating invoices daily from SFDC opportunities, converting into Sales Orders in NetSuite and sending them out to billing contacts
- Route incoming orders for legal execution
- Monitor and respond to billing and order queries from customers
- Creating credit memo requests and gather support for approval.
Senior Billing Operations Associate
AthenaHealth
03.2018 - 05.2019
- Organize monthly invoicing process, ensuring revenue, and month end close
- Creating travel and expense invoices monthly in Open Air
- Creating manual and implementation invoices ensuring special pricing and sales promotions are in place
- Review client's amendments ensuring proper procedures are taken for activation and terminations
- Process guidance and sending out Epocrates invoices in Softrax as required
- Post and apply daily auto debits in Great Plains as required
- Creating demand checks in Oracle as required.
Accounts Receivable Billing Associate
AthenaHealth
10.2016 - 03.2018
- Review and approve credits entered in SalesForce
- Address client and Customer Success Management billing concerns as they arise during the month
- Inform and provide guidance to Customer Success Management in the process of entering credits
- Report errors to Billing Team to help reduce similar errors for future invoices
- Gathering data off athenaNet, SalesForce, and Sugar.
Patient Account Representative
Texan Eye
09.2015 - 09.2016
- Medical claims data-entry, posting the appropriate ICD-10 code per claim and billing patient payments
- Knowledge of medical coding and insurance claims resolution
- Tracking payment data accurately on spreadsheets.
Education
Bachelors, Accounting I & II, Finance, Business Management, Business Marketing, Business Law, Spanish, English, College Algebra, Calculus, Money and Banking, Statistics, Quality Management, Purchasing and Supply - Business Management
University of Texas Pan American
Edinburg, TX12.2014
Skills
- SalesForce
- SugarCRM
- Great Plains
- Open Air
- Softrax
- Oracle
- Microsoft Office
- NetSuite
- Amazon, Google, Microsoft Portal
Timeline
Lead Billing, Marketplace
MongoDB
08.2023 - Current
Senior Billing Analyst, Marketplace
MongoDB
05.2021 - 08.2023
Billing Analyst
MongoDB
05.2019 - 05.2021
Senior Billing Operations Associate
AthenaHealth
03.2018 - 05.2019
Accounts Receivable Billing Associate
AthenaHealth
10.2016 - 03.2018
Patient Account Representative
Texan Eye
09.2015 - 09.2016
Bachelors, Accounting I & II, Finance, Business Management, Business Marketing, Business Law, Spanish, English, College Algebra, Calculus, Money and Banking, Statistics, Quality Management, Purchasing and Supply - Business Management
University of Texas Pan American
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