Strategic Client Partner – Billing Operations

Insurity

58d • $105,000 - $192,000 • Remote

About The Position

This is for a billing operations leader who has run billing for an MGA, carrier, or managed third-party / outsourced billing vendors – owning payments, collections, reconciliation, and the full flow from invoice to cash. You’ve sat in the seat where billing breaks—and know exactly how fast it shows up in cash, customer impact, and operational drag. You’ve seen what happens when billing is stitched together across systems. Payments come in but don’t align cleanly. Reconciliation turns into a daily manual exercise. Installment billing adds complexity to processes. And what works at low volume starts to break as the business scales, adds programs, or introduces new billing plans. You’ve been in the conversations where leadership assumes the current approach is “working”—until cash isn’t where it should be, visibility is limited, or teams are spending more time fixing issues than moving the business forward. This role is about stepping into those conversations as a peer—bringing a clear, experience-backed point of view on where billing breaks, what it’s costing, and what it takes to run it in a way that scales.

Requirements

• You’ve owned billing operations end-to-end – how bills are generated, how payments move through the system, and how funds are reconciled, where breakdowns showed up directly in cash, customer experience, and financial reporting.
• You’ve operated within real billing complexity – where misapplied payments, reconciliation gaps across systems, installment billing challenges, payment processing, and the effort required to support multiple billing structures had to be managed as the business scaled.
• You go straight to where billing breaks – where cash isn’t applied cleanly, reconciliation doesn’t tie across systems, receivables lack visibility, and operational effort increases as volume grows.
• You have a clear point of view on how billing should run – how billing, payments, and reconciliation align, manual effort is reduced, and cash flow becomes predictable as the business scales.
• The English language is required for this position in order to communicate with clients, partners, and colleagues, who are strictly located outside of Québec.

Responsibilities

• Create credible demand in priority accounts – establishing trusted technical and business credibility with senior customer stakeholders, reframing problems, validating high-value use cases, and generating demand for the product.
• Partner to construct deal strategy for priority opportunities – shaping customer-specific value narratives, collaborating to break into priority accounts, and advancing complex or stalled deals.
• Collaborate to ensure no lead or deal leakage – maintaining accountability from first engagement through booking, driving disciplined follow-through, and preventing drop-off.
• Identify and challenge where billing creates friction and cost – where cash application is delayed, reconciliation breaks across systems, installment billing adds complexity, and limited visibility into receivables is accepted as “just how it works.”
• Illustrate what scalable billing looks like in practice – where billing, payments processing, and reconciliation are aligned, exceptions are minimized, cash flow is predictable, and new programs don’t require rebuilding billing each time.
• This role partners closely with Marketing and Sales and sits within the Product organization to ensure alignment to roadmap, positioning, and real customer needs.

Benefits

• Comprehensive health coverage
• Employer-matched retirement savings
• Open PTO Policy
• Full access to LinkedIn Learning
• Full access to Kaplan
• Discounted tuition through partnership with the University of Arizona Global Campus
• Employee Referral Bonus program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed