Associate, Servicing Operations

SunStrong Management, LLC • Houston, TX

8d

About The Position

The Associate, Servicing Operations plays a critical role in managing the full billing and collections lifecycles for B2B customers. This position supports end-to-end invoicing operations across systems, drives timely collections in a B2B environment, and leads the onboarding and contract review process for new customers and portfolios. The ideal candidate is detail-oriented, commercially savvy, and capable of balancing the precision required for financial operations with the interpersonal skills needed to manage escalated collections conversations. This role sits at the intersection of finance, operations, and customer success.

Requirements

• 5+ years of experience in billing, accounts receivable, collections, or servicing operations in a B2B environment
• Hands-on experience with accounting or invoicing platforms such as Xero, Intacct, NetSuite, or similar
• Demonstrated experience reviewing and interpreting commercial contracts, including billing, payment, and escalation terms
• Strong attention to detail with the ability to identify discrepancies across large data sets
• Excellent written and verbal communication skills, including experience managing difficult customer conversations professionally

Responsibilities

• Generate, review, and issue invoices for customers
• Ensure invoices are accurate, complete, and sent on schedule in accordance with contractual billing terms
• Reconcile billing data against contract terms, meter reads, and system-generated records
• Manage billing adjustments, credits, and disputes in coordination with internal stakeholders
• Maintain organized invoice records and audit trails within financial systems
• Monitor accounts receivable aging reports and proactively follow up on outstanding balances
• Execute a structured collections process for overdue accounts, including email, phone, and written outreach
• Escalate high-risk or non-responsive accounts to management with documented history and recommended action
• Lead the onboarding process for new B2B customers and portfolios, ensuring all required data and documentation is collected prior to activation
• Review customer contracts to identify billing terms, payment schedules, escalation provisions, and any non-standard clauses that affect invoices or collections
• Translate contract terms into system configurations within billing system to ensure accurate automated billing
• Aggregate customer and account data from multiple sources and validate accuracy before system entry
• Reviewing billing data sets to identify discrepancies, anomalies, or missing information
• Support data pipeline QC processes to maintain integrity across financial and operational systems
• Document data issues and work cross-functionally to resolve root causes

Benefits

• HDHP and PPO Medical Plans
• buy-up plans for both Dental and Vision
• ancillaries such as Accident, Critical illness, Hospital indemnity
• Short term and Long-Term Disability
• Voluntary Life
• legal services along with multiple add-ons
• 401(k) Package includes an Employer Match of 100% up to the first 4% and 50% on the next 2% with immediate vesting

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed