Client Operations & Billing Admin

Role Summary

Company: Jatevo / Aiccelerate
Role: Client Operations & Billing Admin
Terms: Freelance / part-time monthly retainer
Location: Remote welcome, Indonesia timezone required
Compensation: Rp1–2M/month retainer depending on availability and reliability
Focus: Quotation, invoice, surat jalan, client document follow-up, and faktur pajak coordination
Tools: Google Sheets/Excel, WhatsApp, email, invoice templates, and finance/tax tools if needed

Why this role exists: client work can move fast, but quotations, invoices, and tax/billing documents must not be forgotten. We need someone who owns the checklist, reminds the right people, and keeps every client document moving.

Main Responsibilities

Create and send quotations / surat penawaran from approved scope, price, and client details.
Create invoice drafts and send final invoices after approval.
Create or coordinate surat jalan / delivery or handover documents when needed.
Coordinate with finance or tax consultant for faktur pajak and related tax documentation.
Track document status: requested, drafted, approved, sent, paid, revised, or overdue.
Follow up clients politely for missing details, PO numbers, billing addresses, NPWP/NIK, payment proof, or overdue payments.
Keep invoice, quotation, contract, PO, and payment records organized in shared folders/sheets.
Escalate blockers quickly when pricing, scope, tax details, or client instructions are unclear.

Requirements

Experience as Admin Invoice, Sales Admin, Finance Admin, Project Admin, Client Admin, or Sales Support is preferred.
Comfortable with quotation, invoice, surat jalan, and basic billing/admin documents.
Understands that quotation happens before work/order confirmation, while invoice is for payment request after agreement/delivery milestone.
Very detail-oriented with names, addresses, prices, dates, tax details, invoice numbers, and payment terms.
Clear and polite in WhatsApp/email client follow-up.
Can work async, keep a tracker updated, and remind people without waiting to be chased.
Trustworthy with private client and financial documents.

Nice to Have

Basic knowledge of faktur pajak, NPWP/NIK, PPN, PPh, e-Faktur/Coretax, or working with tax consultants.
Experience with Paper.id, Mekari Jurnal, Accurate, Odoo, Xero, QuickBooks, or similar tools.
Experience handling B2B clients, corporate billing, PO/procurement admin, or tukar faktur process.
Can make simple templates/SOPs so future billing flows become repeatable.

Client Operations & Billing Admin

Application submitted