Collections Account Manager

Clipboard•San Francisco, CA

5d•$50,000 - $70,000•Remote

About The Position

The Collections Account Manager (CAM) role is a critical role on the Billing team here at Clipboard. This team ensures the successful management of billing processes for our biggest and most valuable workplace customers, who tend to also be more complex and risky. You will be a vital resource for workplaces, resolving billing issues, maintaining accurate invoicing, and managing financial relationships. The Billing team's core goal is to optimize the speed with which our customers pay us while maintaining their overall experience with us as a vendor. We want to collect money as fast as possible and minimize losses, while preserving the customer experience, in service of reliably converting revenue into cash. This role is critical to ensuring Clipboard is generating sustainable, high-quality growth and turning top-line revenue into cash that we use to service or grow other parts of the business. Though the CAM role lives in the realm of finance and numbers, you don’t need to be skilled in finance or accounting – while it’d be a plus, we expect you to learn the basics along the way.

Requirements

A reliable laptop/desktop (no Chromebooks or Linux OS).
Minimum 20 Mbps wired internet connection.
Wired headset for clear communication.
A quiet, distraction-free workspace.
Stable power and internet connectivity.
Extreme ownership: Take full responsibility for managing billing issues and solutions.
Curiosity: Investigate and understand the root cause of billing problems so that you can identify the best solution.
Scrappiness: Find innovative solutions to overcome obstacles and maintain progress.
Adaptability: Thrive in a fast-paced, evolving market.

Nice To Haves

Skilled in finance or accounting

Responsibilities

Managing a portfolio of accounts, addressing billing concerns and ensuring timely invoice payments.
Conducting high volumes of outbound calls to connect with customers about past-due account balances and resolve them.
Navigating negotiations and evaluate tradeoffs between risk mitigation and growth potential when making decisions.
Resolving customer invoice disputes and other billing-related issues.
Managing customer payments and remittances.
Building trust with providers and healthcare executives through strong financial acumen.
Clearly articulating the billing processes and educate stakeholders on invoicing procedures.
Gathering and relaying feedback to improve billing systems and processes.
Collaborating with internal teams to execute billing-related initiatives and trials.