Senior Billing Specialist

Juniper Square•,
•$60,000 - $75,000

About The Position

Juniper Square is hiring a Senior Billing Specialist to help manage increased billing complexity and volume. This hands-on role reports directly to the Billing & Collections Manager and works with teammates and cross-functional partners to ensure invoice accuracy, handle daily cash application, and guide invoice processing within Zone. The position includes investigating complex billing scenarios, responding to customer questions, following up on overdue accounts, monitoring receivables, and contributing to workflow improvements. Workload increases during peak Fund Admin billing cycles in December, March, June, and September.

Requirements

  • At least 4 years of professional billing experience, particularly with intricate billing scenarios.
  • Ability to analyze vague contract terms and determine precise billing consequences.
  • Practical familiarity with Zone or equivalent NetSuite-native billing software, including the ability to train and guide team members.
  • Proficiency in cash and payment applications, including matching and posting customer payments against invoices.
  • Familiarity with Salesforce for navigating and extracting contract, account, and opportunity details.
  • Ability to use AI productivity tools such as ChatGPT and Claude to enhance daily workflows.
  • Collaborative mindset and comfort guiding colleagues on workflows without a formal title.
  • Strong interpersonal skills for working with cross-functional internal stakeholders, and a proactive approach to asking clarifying questions.
  • Resourcefulness and ability to investigate and resolve questions independently when details are scarce.
  • Ability to thrive in a high-speed, dynamic workplace.

Nice To Haves

  • Background in collections.
  • Prior experience in the Services and SaaS sectors.
  • Advanced Excel proficiency, particularly using calculations from the Fund Admin team.

Responsibilities

  • Review customer contracts and correspondence, interpreting ambiguous language to determine the correct billing treatment.
  • Process invoices and credit memos for complex or non-standard billing scenarios.
  • Guide and support teammates on invoice-processing workflows within Zone.
  • Review team-processed invoices for accuracy before sending them to customers.
  • Respond to customer billing inquiries by email, researching questions and providing timely, accurate answers.
  • Perform daily cash application by matching incoming customer payments to invoices and posting them.
  • Follow up on past-due accounts and coordinate escalations with Fund Admin and CX as needed.
  • Monitor accounts receivable aging and flag at-risk balances to the Billing & Collections Manager.
  • Contribute to process improvements and workflow refinement within Zone.
  • Manage increased workload during peak Fund Admin billing cycles in December, March, June, and September.
  • Partner with Deal Desk on contract structuring and with Fund Admin and CX on billing and collections.
  • Use AI tools to improve productivity and efficiency across billing, cash application, and reporting workflows.

Benefits

  • Health, dental, and vision care for employees and their families.
  • Life insurance.
  • Mental wellness coverage.
  • Fertility and growing family support.
  • Flex Time Off and company-paid holidays.
  • Paid family leave, medical leave, and bereavement leave policies.
  • Retirement saving plans.
  • Allowance to customize a home work and technology setup.
  • Annual professional development stipend.
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