Billing Specialist
$41,600–$52,000 year
On-siteLehi, Utah, United States
Job Summary
Manage the client billing lifecycle from onboarding to termination, including A/R reconciliations, payment processing, credit memos, and collections for overdue accounts. Serve as the primary point of contact for billing inquiries via phone, email, and video, responding within 24 hours to all shared inbox communications. Initiate collections by contacting past-due balances per system schedules, resolve payment disputes with Customer Success, and ensure invoices are correctly set up for autopay or collection plans. Process vendor bills for accounts payable, enter renewals, apply credits, and maintain accurate records while navigating various software platforms.
Required Qualifications
- Prior billing and collections experience
- Aptitude for basic math
- Excel skills
- Detail oriented
- Ability to multitask in a fast-paced environment
- Ability to keep organized
- Ability to see projects through from start to finish
- Ability to pay attention to details
- Ability to be proactive
- Ability to take ownership of the client billing process
- Ability to identify problems and suggest solutions
- Customer service experience, particularly within a financial or similar capacity
- Proven success in a similar client-facing role within a SaaS organization
- Background in billing, collections and customer service
- Exceptional communication skills
- Self-starter
- Ability to confidently handle billing concerns with finesse and empathy
- Excellent business acumen
- Phone etiquette
- Strategic thinking
- Problem solving
- Ability to exhibit and demand excellence for teammates and clients
- Excellent customer service skills, preferably in a financial capacity
- Ability to de-escalate client issues
- Firm knowledge of Microsoft Excel, Gmail, Google Drive and Google Sheets
- Aptitude for math
- Excellent analytical, problem solving, and organizational skills
- Ability to be a versatile, dependable and flexible team player
- Ability to communicate effectively with all organizational levels and across departments
- Ability to work in a fast-paced environment
- Ability to stay organized under pressure
- Ability to juggle priorities
- Ability to meet aggressive deadlines
- Ability to catch onto tasks and systems quickly
- High school education or equivalent
- High speed internet connection and dedicated work space to facilitate a remote environment
- Legally authorized to work in the United States
- Ability to lift up to 30 lbs
- Ability to work 8am-5pm MST during the first four weeks of employment
- Ability to come to the office 2x per week during training (first two months) and 1x per week thereafter
- Local candidate from Utah
Desired Qualifications
- 1+ years experience in a Billing Specialist position
- Greater accounting knowledge
- Experience with Sage Intacct in previous roles
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