Billing and Collections Supervisor

TaxRise•Irvine, CA

1d•Onsite

About The Position

The Billing and Collection Supervisor is responsible for overseeing all aspects of client billing, collections, and account reconciliation. You’ll lead a team of billing specialists to ensure that invoices are issued accurately and on time, collection efforts are effective and proactive, and client account issues are resolved promptly. This role will work closely with Sales, Quality Assurance, and Client Success to drive business outcomes, client satisfaction, and retention. This is a 100% on-site position at our Irvine, CA office. We’re all about that in-person energy—collaboration, innovation, and growth happen best when we’re together. If you’re ready to lead a high-performing team in a dynamic environment, we want to meet you.

Requirements

Proven success leading a billing and collections team in a fast-paced, client-centric environment.
At least 5 years of experience in accounts receivable, billing, or collections, with 3+ years in a leadership role.
Experience in financial services, consumer lending, tax relief, or a related industry strongly preferred.
Ability to prioritize tasks, manage time effectively, and make decisions that balance customer satisfaction with business objectives.
Strong written and verbal communication skills with the ability to coach, mentor, and collaborate across departments.
High level of proficiency with CRM systems (preferably Salesforce), Google Workspace, TalkDesk, and Microsoft Excel.
A forward-thinking mindset with a desire to improve processes and deliver results.
Associate’s degree in Accounting, Finance, Business Administration, or related field.

Responsibilities

Lead and develop a team of billing and collection specialists by setting clear expectations, providing ongoing training, and supporting professional growth.
Conduct weekly team meetings, one-on-ones, and real-time coaching to drive performance and maintain a culture of continuous improvement.
Approve timecards, manage time-off requests, and ensure optimal scheduling for department coverage.
Oversee all billing operations, ensuring invoices are issued accurately and in a timely manner.
Proactively manage collections, decrease overdue balances, and reduce client cancellations by implementing effective processes and client retention strategies.
Analyze billing and collection data to evaluate team performance, productivity, and process accuracy.
Partner with Sales, Quality Assurance, and Processing to resolve billing concerns and retain clients.
Coordinate process improvements and tech solutions that streamline billing and collection workflows.
Maintain open lines of communication with internal and external stakeholders to drive problem resolution and improve the client experience.
Monitor key performance indicators such as Days Sales Outstanding (DSO) and Collection Effectiveness Index (CEI).
Provide weekly and monthly performance reports to senior leadership.
Identify and implement billing system enhancements and policy updates to ensure efficiency and consistency.
Conduct regular audits of team calls and system notes to ensure high service standards are met.