Billing Specialist
Responsibilities
- Generate routine customer invoices accurately and on time in accordance with contractual terms and established billing schedules.
- Perform first-level invoice review to support billing accuracy across standard and recurring customer workflows.
- Apply customer payments and credits accurately, and help reduce unapplied cash and open reconciling items.
- Monitor customer account balances and perform routine collections follow-up on past-due invoices.
- Research basic billing issues, payment discrepancies, and account questions, and escalate more complex issues as needed.
- Complete client account reconciliations when needed.
- Support credit memo processing and account maintenance activities in a timely and accurate manner.
- Cook up with Customer Success, Revenue Accounting, Rev Ops, Data, and other internal partners to resolve billing blockers and obtain support needed for invoicing and collections follow-through.
- Review billing outputs against customer-specific rules, support files, and source data to identify inconsistencies before invoices are sent.
- Maintain organized documentation of billing support, customer follow-up, and account activity to support auditability and operational continuity.
- Identify recurring issues and contribute to process improvements that strengthen billing timeliness, account accuracy, and collections performance.
- Complete ad hoc reporting and project requests as assigned.
Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.
- 1-3 years of experience in billing, accounts receivable, cash application, collections, or a related finance operations role.
- Experience working in a high-volume, detail-sensitive environment with recurring deadlines.
- Familiarity with invoice generation, reconciliations, payment application, collections support, and issue resolution.
- Strong attention to detail and ability to maintain accuracy in manual and exception-based processes.
- Solid written and verbal communication skills, including the ability to follow up professionally with customers and collaborate effectively with internal teams.
- Strong organizational skills and ability to manage multiple priorities in a dynamic environment.
- Intermediate Excel skills and comfort working across spreadsheets and multiple systems.
- ERP experience preferred; Workday experience is a plus.
Pay
The base salary range for this full-time position is $22.79 - $29.83 per hour in the United States. This posted range reflects the portion of our internal salary band that is currently funded for new hires in this role across our standard labor markets (Zones A-C).
Benefits & Perks
- Remote-first culture
- 401(k) savings plan through Fidelity
- Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
- Paid Time Off ("PTO") and Discretionary Time Off (“DTO")
- 12 weeks of 100% Paid Parental leave
- Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies.
- Work-From-Home reimbursement to support team collaboration home office work
About Included Health
Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high-quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in-person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included.
Equal Opportunity Employer
Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants with arrest or conviction records in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, and California law. Included Health uses AI-assisted tools at select stages of the hiring process to enhance efficiency, consistency, and communication. AI does not make hiring decisions—final decisions are made exclusively by our recruiting and hiring teams.