Billing Specialist

Summary

MyAdvice is seeking a full‑time, entry‑level or early career Client Billing Specialist to assist with our company billing and invoicing needs. This position manages the client billing lifecycle from onboarding to contract termination. The Billing Specialist maintains knowledge and manages the entire accounts receivables (A/R) process including client billing, payment processing, credit memos, A/R reconciliations, payment disputes and collections for overdue accounts.

This role is responsible for processing vendor bills for approval along with assisting in state tax law compliance. They will be expected to track payments, run reports, perform light record keeping and data‑entry tasks.

Prior billing and collections experience is a must and it’s crucial the Billing Specialist possesses an aptitude for basic math and Excel skills, seeks to further their accounting knowledge and a desire to offer excellent customer service. The ideal candidate must be detail oriented and recognize the importance of ensuring accuracy. It is necessary to possess the ability to multitask in a fast‑paced environment while staying organized, seeing projects through from start to finish, paying attention to details and being proactive.

We are looking for someone who will take ownership of the client billing process to identify problems and suggest solutions. This position works under the direct supervision of MyAdvice’s Senior Accountant.

This is a client‑facing role. The primary responsibilities are centered around collections, invoicing and accounts payable, meaning almost all billing communications will go through the Billing Specialist. The role will spend a significant portion of time responding to client emails and on the phone with clients. An ideal candidate will have customer service experience, particularly within a financial or similar capacity, and will engage with our existing client portfolio via phone, email and video calls for billing duties and general inquiries.

The ideal candidate will have proven success in a similar client‑facing role within a SaaS organization to include a background in billing, collections and customer service. They will be exceptional communicators and a self‑starter, confidently handling billing concerns with finesse and empathy, employing excellent business acumen, phone etiquette, strategic thinking and problem solving for swift resolution. This individual will exhibit and demand excellence for teammates and clients.

MyAdvice thrives in the fast‑paced environment exemplified by our core values: gritty, resourceful, expert, accountable and tenacious (GREAT).

• Secure prompt payment while employing sensitivity, business acumen and good judgment
• Serve as the primary point‑of‑contact for client billing inquiries via phone, email and video
• Interact with customers to collect overdue accounts receivable and resolve payment issues
• Initiate the collections process by contacting client accounts with past‑due balances per the schedule set in our system
• Respond within 24 hours to all emails sent to the shared accounting team’s inbox
• Answer the accounting line’s inbound calls and return voicemails by the end of the work day
• Work hand‑in‑hand with Customer Success/Support to resolve all client payment disputes
• Take ownership over the accuracy and integrity of all incoming bills and outgoing invoices
• Ensure all invoices are either on autopay or the correct collection email plan within our payment processing system
• Handle disputed invoices according to our process
• Email renewing clients their renewal information
• Book and apply credits when given by our Customer Success/Support teams
• Enter vendor bills into software for accounts payable processing
• Ensure all new client billing is set up correctly
• Navigate various software platforms to efficiently complete tasks

• Excellent customer service skills, preferably in a financial capacity
• Ability to de‑escalate client issues and resolve them with company and client impact in mind
• Firm knowledge of Microsoft Excel, Gmail, Google Drive and Google Sheets along with an aptitude for math
• Possess excellent analytical, problem‑solving, and…