Billing Specialist

Job Description

REQUIREMENTS

• Experience in billing, collections, or accounts receivable; direct AR experience is strongly preferred.
• Strong organization and attention to detail, with the ability to track multiple accounts and follow-ups without losing momentum.
• Clear, professional written and verbal communication skills, including comfort communicating directly with clients about payment issues.
• Technology-forward and comfortable learning multiple software applications and switching between systems throughout the day.
• Ability to work independently in a remote environment while maintaining consistent communication with the manager and team.
• Sound judgment and trustworthiness when working with billing systems and potentially sensitive customer information.

Preferred Experience

• Hands-on experience with Stripe or another online payment/billing platform.
• Experience with Sage Intacct or a comparable accounting/ERP system.
• Familiarity with monday.com, Outlook, ShulCloud, or similar business applications is helpful but not required.
• Experience supporting subscription or recurring-revenue billing environments.

RESPONSIBILITES

• Monitor customer accounts and follow up on outstanding, overdue, failed, or reversed payments.
• Communicate professionally with clients regarding balances owed, payment issues, and existing payment plans.
• Maintain consistent payment-plan follow-up and document outreach, actions taken, and next steps.
• Administer recurring and subscription billing for assigned client segments, including basic invoice and customer updates.
• Support ad hoc invoicing and billing requests as they arise.
• Review billing information for accuracy, identify discrepancies, and escalate issues when appropriate.
• Partner with the Support team on billing-related escalations and coordinate with internal stakeholders to resolve client issues.
• Provide clear day-to-day status updates on completed work, open items, and follow-up needs.
• Handle customer billing information and financial workflows with discretion and care.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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