Senior Billing & Collection Specialist

About the role

Juniper Square is a company founded in 2014 that specializes in private markets, aiming to unlock their full potential. They offer a wide range of services including technology, data, and fund administration, serving over 2,300 General Partners (GPs) and managing over $300 billion in assets under administration. With a team of 1,000 employees and a commitment to transparency and diversity, Juniper Square fosters a collaborative environment where ambitious individuals can contribute to shaping the future of private markets.

Responsibilities

• Review customer contracts and correspondence, interpreting ambiguous contract language to determine 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
• Respond to customer billing inquiries via email, researching and providing accurate answers in a timely manner
• Perform daily cash application: match incoming customer payments to invoices and post accordingly
• Own follow-up on past-due accounts, coordinating escalations with Fund Admin/CX as needed
• Maintain AR aging and flag at-risk balances to the Billing & Collections Manager
• Participate in ongoing process improvements and workflow refinement within Zone (project-based work)
• Manage increased workload during peak Fund Admin billing cycles (December, March, June, September)
• Partner cross-functionally with Deal Desk on contract structuring, and with Fund Admin/CX on billing and collections
• Adept at utilizing AI productivity tools (such as ChatGPT and Claude) to enhance daily workflows

Qualifications

• At least 4 years of professional billing experience, particularly with intricate billing scenarios
• Proven capability 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
• Adept at utilizing AI productivity tools (such as ChatGPT and Claude) to enhance daily workflows
• Background in collections is advantageous, though the primary emphasis remains on billing mastery
• Collaborative mindset with a strong emphasis on teamwork; comfortable guiding colleagues on workflows without needing a formal title
• Strong interpersonal skills to interact with cross-functional internal stakeholders and a proactive approach to asking clarifying questions
• Prior background in the Services and SaaS sectors is preferred
• Highly resourceful with the capability to independently investigate and resolve questions when details are scarce
• Thrives and operates effectively within a high-speed, dynamic workplace
• Advanced proficiency in Excel, particularly utilizing calculations from the Fund Admin team, is a distinct plus

Benefits

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company-paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retail saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend

Pay

The U.S. base salary range for this role is $60,000 - $83,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.