Billing Specialist

MyAdvice•Lehi, UT

17d•$20 - $25•Hybrid

About The Position

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. 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's necessary to possess the ability to multitask in a fast-paced environment while keeping organized, see projects through from start to finish, pay attention to details and be 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. Please note, this is a client-facing role! The primary responsibilities of this role is centered around collections, invoicing and accounts payable which means almost all billing communications will go through the Billing Specialist. This position can expect to spend a significant portion of their time responding to client emails and on the phone with clients. Our ideal candidate will have customer service experience, particularly within a financial or similar capacity. The incumbent will engage with our existing client portfolio via phone, email and occasionally video calls for not only billing duties, but general inquiries as well. Our 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. The best fit for the role will confidently handle 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 their teammates and clients. MyAdvice is a company that lives in constant change pursuing our aggressive growth goals. That makes this a fast-paced role where our ideal candidate will be excited by and thrive within an environment that exemplifies our core values of gritty, resourceful, expert, accountable and tenacious (GREAT).

Requirements

Prior billing and collections experience is a must
Aptitude for basic math and excel skills
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 organizational skills while being 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, stay organized under pressure, juggle priorities, and 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

Nice To Haves

Greater accounting knowledge
Have worked with Sage Intacct in previous roles
1+ years experience in a Billing Specialist position

Responsibilities

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

Benefits

Medical, Vision, Life and AD+D Insurances
Dental, Critical Illness, Accident and Pet Insurances
Unlimited Paid Time Off + 9 Paid Holidays
Remote-first Company, Flexible Schedules + Early Out Fridays!
401(k) Plan with 50% Company Match (up to 6%)
Employee Assistance Program (free mental health services, financial/legal consultations and more!)
Tuition Reimbursement Program (up to $1,800 annually) and Executive Mentorship Program
Leadership Training Program: Learn the basics of how to lead a team! Available to all employees.
Ongoing Personalized Coaching and Career Development
Casual Dress and Fun Work Environment (games, coffee, snacks, etc.)