Billing Specialist

About the role

This position manages the client's 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 responsible for processing vendor bills for approval along with assisting in state tax law compliance.

Responsibilities

• 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 work day
• 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
• 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
• Navigate various software platforms to efficiently complete tasks

Requirements

• Prior billing and collections experience is a must
• Firm knowledge of Microsoft Excel, Gmail, Google Drive and Google Sheets along with an aptitude for math
• Possess excellent analytical, problem solving, and organizational skills while being a versatile, dependable and flexible team player
• Excellent communication skills, preferably in a financial capacity
• Ability to work in a fast-paced environment, stay organized under pressure, juggle priorities, and meet aggressive deadlines
• Ability to catch onto tasks and systems quickly

Qualifications

• 1+ years experience in a Billing Specialist position (Preferred)
• High school education or equivalent
• High speed internet connection and dedicated work space to facilitate a remote environment

Skills

• Excellent customer service skills, preferably in a financial capacity
• Firm knowledge of Microsoft Excel, Gmail, Google Drive and Google Sheets along with an aptitude for math
• Possess excellent analytical, problem solving, and organizational skills while being a versatile, dependable and flexible team player
• Excellent communication skills, preferably in a financial capacity
• Ability to work in a fast-paced environment, stay organized under pressure, juggle priorities, and meet aggressive deadlines
• Ability to catch onto tasks and systems quickly

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
• Remote-first Company, 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)
• Executive Mentorship Program
• Leverage Leadership Training Program: Learn the basics of how to lead a team!

Position Details

• Base Salary: $20-$25 per hour
• Position Type: Full-time, Non-exempt (eligible for overtime)
• Schedule: Monday-Friday; 32-40 hours per week starting between 7am-9am MST

Work Locations

• 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% of time walking)
• Ability to lift up to 30 lbs and use typical office equipment (computers, keyboards, printer, etc.)

Important Note

You will be expected to match your 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 Locations

• 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% of time walking)
• Ability to lift up to 30 lbs and use typical office equipment (computers, keyboards, printer, etc.)

Core Values

• Pay It Forward
• Project Fantastic (client collab)

Company Culture

• Casual Dress and Fun Work Environment (games, coffee, snacks, etc.)
• Core Value "Pay It Forward" Initiative
• Employee Assistance Program (free mental health services, financial/legal consultations and more!)
• Tuition Reimbursement Program (up to $1,800 annually)
• Executive Mentorship Program
• Leverage Leadership Training Program: Learn the basics of how to lead a team!

Additional Information

• We are a performance based and data driven company that has experienced tremendous growth within the last year, so we're excited for the opportunity to introduce new talent.
• We are committed to diversity and inclusion as we understand and value its importance to our success. Our team thrives upon our employee's unique experiences to propel creative solutions, so we aspire to continue building upon our diverse team to include groups that are traditionally underrepresented.
• Studies have shown that minorities are less likely to apply for a position if they don't meet every qualification. MyAdvice prioritizes a strong company culture fit and believes in providing opportunities to individuals with exceptional work ethic. Skills can be taught.