Strategic Client Partner – Billing Operations

About the role

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.

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.

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.

Qualifications

• Experience running billing operations for an MGA, carrier, or managed third-party / outsourced billing vendors.
• Proven ability to identify and resolve billing issues that impact cash flow and customer experience.
• Strong collaboration skills with cross-functional teams including Marketing, Sales, and Product.
• Ability to build and maintain strong relationships with senior customer stakeholders.
• Experience with billing systems and processes, including installment billing, payment processing, and reconciliation.

Skills

• Excellent communication and presentation skills.
• Strong problem-solving and analytical skills.
• Ability to work independently and as part of a team.
• Knowledge of insurance billing and collections processes.

Benefits

Work where you thrive—find the work environment that supports your best, whether that’s remote, in-office, or hybrid. Take time when you need it—empower yourself with our Open PTO policy. Enjoy comprehensive health coverage and employer-matched retirement savings right from your first day. Grow your career from within—over 25% of our open roles are filled by internal candidates. Mentorship that matters—connect with experienced leaders who are committed to helping you grow both personally and professionally. Explore podcasts from our Learning & Development team for deeper insight into Insurity products, company innovation, and the business as a whole. Keep learning, always—full access to LinkedIn Learning and Kaplan. Invest in your future—and your family’s—through our partnership with the University of Arizona Global Campus. Earn when you refer—invite others to join us! Our Employee Referral Bonus program rewards you for bringing great people on board.

Pay

The career level salary range for this role is $105,000 to $192,000. We share a career level salary as a guideline; however, actual salary may vary based on your experience and qualifications.

Schedule

We offer a flexible schedule depending on your role and location. Our Flex First Workforce approach offers many fully remote opportunities, while some teams follow hybrid or in-office schedules to stay connected and collaborative.

Equal Opportunity Employer

We are dedicated to creating an exceptional work environment for all our employees by extending a culture of diversity, equity, inclusion, and belonging into the very fabric of our organization. We embrace differences and diversity of identity, experience, and thought, and actively strive for inclusive behaviors across our company.