Member Services Specialist 1, Billing
About The Position
This role is responsible for reviewing contract billing events, tracking and resolving billing issues, managing the SFDC Case Management System, processing sales orders, performing account audits, and fulfilling member requests related to account changes. The position also requires adherence to confidentiality and compliance regulations, including HIPAA. The company culture emphasizes service, accountability, grit, a positive attitude, strong work ethic, community outreach, and wellness. They believe in equal opportunity, autonomy, and empowering professionals. The company offers a flexible work environment, stating that employees can work from "just about anywhere" in the US.
Requirements
- Associate’s degree or equivalent combination of education and experience
- 5+ years relevant professional level work experience
- Advanced MS Office skills required (Outlook, Excel, Word, etc.)
- Ability to work in multiple accounting software systems such as Salesforce and Sage Intacct
- Ability to identify process improvement opportunities and recommendations
- Experience with Salesforce
- Ability to work 8:30 AM - 5 PM PST
Nice To Haves
- Experience reviewing contract terms and customer quotes preferred
- Experience reconciling customer invoices to customer contracts preferred
- 5+ years of experience in a high volume, high intensity environment preferred
Responsibilities
- Review contract billing events for proper entry in SFDC against customer contract
- Track any pending contractual issues, billing issues, or pending invoices and work with other departments to make the necessary corrections.
- Manage and action daily review of the SFDC Case Management System
- Assist with manually correcting invoices and credits as needed
- Respond to a variety of account related questions quickly and accurately via phone and email.
- Process new sales orders timely and accurately
- Perform account audits and make adjustments when needed; pay close attention to detail
- Accurately fulfill member requests to account changes in a timely manner. This includes license adjustments, module adjustments, location adds, cancellations, account restructures, invoice requests etc.
- Adhere to all confidentiality and compliance regulations, including HIPAA.
Benefits
- Ample Time Off for fun and rest
- Work from nearly anywhere in the US
- WFH supply budget
- Time Off to make an impact through volunteering
- Multiple Employee Resource Groups (ERGs)
- Health, Dental, Vision, 401k, HSA, any many other benefits
- Authenticity and Acceptance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
