Billing Specialist

Overview

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's 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.

• 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 clients billing is set up correctly
• Navigate various software platforms to efficiently complete tasks

• 1+ years experience in a Billing Specialist position (Preferred) or equivalent
• High school education or equivalent
• Proven customer service experience, preferably in a financial capacity
• Basic math aptitude and strong Microsoft Excel, Gmail, Google Drive and Google Sheets skills
• Excellent analytical, problem-solving, and organizational skills; detail-oriented and proactive
• Ability to multitask in a fast-paced environment and meet deadlines
• Strong communication skills with the ability to interact with all organizational levels
• Ability to work independently and as part of a team; willingness to own the billing process and drive improvements

• Greater accounting knowledge
• Experience with Sage Intacct in previous roles

• Base Salary: $20-$25 per hour
• Position Type:
  Full-time, Non-exempt (eligible for overtime)
• Schedule:
  
  Monday-Friday; 32-40 hours per week starting between 7am-9am MST
• Important Note:
  
  You may be required to match your manager’s schedule of 8am-5pm MST during the first four weeks of employment for training
• No nights or weekends required; optional overtime may be available
• Remote-friendly with optional in-office option in Lehi, UT per employee preference
• Travel:
  May require occasional local or national travel (less than 5% of the time, if at all)
• Physical Requirements:
  
  Prolonged periods sitting at a desk and working on a computer; ability to lift up to 30 lbs

• Employer Contributed Plans:
  Medical, Vision, Life and AD+D Insurance
• Voluntary Plans:
  Dental, Critical Illness, Accident and Pet Insurance
• Unlimited Paid Time Off plus 9 paid holidays
• Remote-first company with flexible schedules
• 401(k) Plan with company match
• Employee Assistance Program and Tuition Reimbursement
• Leadership training and ongoing coaching and career development
• Casual work environment with opportunities for collaboration