Billing Specialist

MyAdvice is seeking a full-time, entry-level or early career client Billing Specialist to assist with billing and invoicing needs in a remote, hybrid, or in-office setting based in Lehi, UT.

About the role

This position manages the client billing lifecycle from onboarding to contract termination. The Billing Specialist maintains knowledge and manages the entire accounts receivables (A/R) process, including client billing, payment processing, credit memos, A/R reconciliations, payment disputes, and collections for overdue accounts. This role is also responsible for processing vendor bills for approval and assisting in state tax law compliance. The position is client-facing, requiring significant time responding to client emails and phone calls.

This role works under the direct supervision of MyAdvice's Senior Accountant and requires exceptional communication, problem-solving, and organizational skills. The ideal candidate thrives in a fast-paced environment, exemplifies MyAdvice’s core values of gritty, resourceful, expert, accountable, and tenacious (GREAT), and is excited by constant change and aggressive growth goals.

Responsibilities

• Secure prompt payment while employing sensitivity, business acumen, and good judgment.
• Serve as the primary point-of-contact for client billing inquiries via phone, email, and video.
• Interact with customers to collect overdue accounts receivable and resolve payment issues.
• Initiate the collections process by contacting client accounts with past due balances per the schedule set in our system.
• Respond within 24 hours to all emails sent to the shared accounting team’s inbox.
• Answer the accounting line’s inbound calls and return voicemails by the end of the workday.
• Work hand-in-hand with Customer Success/Support to resolve all client payment disputes.
• Take ownership over the accuracy and integrity of all incoming bills and outgoing invoices.
• Ensure all invoices are either on autopay or the correct collection email plan within our payment processing system.
• Handle disputed invoices according to our process.
• Email renewing clients their renewal information.
• Book and apply credits when given by our Customer Success/Support teams.
• Enter vendor bills into software for accounts payable processing.
• Ensure all new clients' billing is set up correctly.
• Navigate various software platforms to efficiently complete tasks.
• Track payments, run reports, perform light record keeping, and data-entry tasks.
• Assist with the development of procedures and processes.

Requirements

• 1+ years of experience in a Billing Specialist position (preferred).
• High school education or equivalent.
• Prior billing and collections experience.
• Firm knowledge of Microsoft Excel, Gmail, Google Drive, and Google Sheets.
• Aptitude for basic math and strong analytical, problem-solving, and organizational skills.
• Excellent customer service skills, preferably in a financial capacity.
• Ability to de-escalate client issues and resolve them with company and client impact in mind.
• Ability to communicate effectively with all organizational levels and across departments.
• Ability to work in a fast-paced environment, stay organized under pressure, juggle priorities, and meet aggressive deadlines.
• Proven success in a similar client-facing role within a SaaS organization, including a background in billing, collections, and customer service.
• High-speed internet connection and dedicated workspace to facilitate a remote environment.
• Legally authorized to work in the United States.
• Based in Utah; preference for local candidates who can come to the office 2x per week during training (first two months) and 1x per week thereafter.

Preferred Skills

• Greater accounting knowledge.
• Experience with Sage Intacct.

Pay

Base Salary: $20-$25 per hour.

Schedule

• Full-time, non-exempt (eligible for overtime).
• Monday-Friday; 32-40 hours per week starting between 7am-9am MST.
• Expected to match manager’s schedule of 8am-5pm MST during the first four weeks of employment for training.
• No nights or weekends required; optional overtime may be available.
• Alternative hours and schedule flexibility available per manager's approval.
• Optional lunch break per employee preference (choose between 0-60 minutes).

Work Location

• Remote, hybrid, or in-office in Lehi, UT per employee preference.

Travel

May require occasional local or national travel (less than 5% of the time, if at all).

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer (90% at desk, 10% walking).
• Ability to lift up to 30 lbs and use typical office equipment (computers, keyboards, printer, etc.).

Benefits

• Employer-contributed plans: Medical, Vision, Life, and AD+D Insurances.
• Voluntary plans: Dental, Critical Illness, Accident, and Pet Insurances.
• Unlimited Paid Time Off + 9 Paid Holidays.
• Flexible Schedules + Early Out Fridays.
• 401(k) Plan with 50% Company Match (up to 6%).
• Employee Assistance Program (free mental health services, financial/legal consultations, and more).
• Tuition Reimbursement Program (up to $1,800 annually) and Executive Mentorship Program.
• Leadership Training Program: Learn the basics of how to lead a team (available to all employees).
• Ongoing Personalized Coaching and Career Development.
• Casual Dress and Fun Work Environment (games, coffee, snacks, etc.).
• Core Value "Pay It Forward" Initiative, Project Fantastic (client collaboration), and more.