Billing and Retail Support Representative

Job Description

Job Description

Retail and Billing Representative
Kerae Medical, Inc.
Walnut Creek & Hercules, California.
Full time position
$35+/hour.

About the Role:

Kerae Medical, Inc. is seeking a forward-thinking Retail and Billing representative who combines strong visual design skills with hands-on AI expertise . This role is ideal for someone who understands the billing and accounting side of a business.

You will play a key role in transforming billing processes into seamless, customer-focused experiences by ensuring accurate invoicing, timely payment processing, and efficient resolution of billing inquiries that strengthen client trust and support the company's financial operations.

Key Responsibilities:

• Process daily financial transactions, including accounts payable, accounts receivable, and general ledger entries.
• Prepare and issue customer invoices while ensuring billing accuracy and timely payment processing.
• Reconcile bank statements, credit card transactions, and retail sales reports.
• Monitor cash flow, process deposits, and maintain accurate financial records.
• Assist with month-end and year-end closing activities, financial reporting, and audits.
• Investigate and resolve billing discrepancies, payment issues, and customer account inquiries.
• Maintain compliance with company policies, accounting standards, and financial regulations.
• Collaborate with internal departments to improve billing, accounting, and reporting processes.
• Process refunds, exchanges, and payment adjustments in accordance with company policies.
• Track inventory, reconcile stock variances, and support inventory management initiatives.
• Operate and troubleshoot point-of-sale (POS) systems while ensuring accurate transaction processing.
• Provide exceptional customer service by addressing retail inquiries and resolving concerns professionally.
• Prepare sales, inventory, and financial reports to support business decision-making.
• Support budgeting, forecasting, and financial analysis as needed.
• Maintain confidentiality of financial and customer information while ensuring data accuracy.

Required Qualifications:

• High school diploma or equivalent required; Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
• Minimum of 1–2 years of experience in accounting, bookkeeping, retail operations, or a related role.
• Basic knowledge of accounting principles, accounts payable/receivable, and financial recordkeeping.
• Experience using accounting software (e.g., QuickBooks, Sage, or similar ERP systems) and Microsoft Office, particularly Excel.
• Familiarity with point-of-sale (POS) systems and cash handling procedures.
• Strong mathematical, analytical, and problem-solving skills with exceptional attention to detail.
• Excellent verbal and written communication skills with a customer-focused approach.
• Ability to prioritize multiple tasks, meet deadlines, and work efficiently in a fast-paced environment.
• High level of integrity, professionalism, and discretion when handling confidential financial information.
• Ability to work independently as well as collaboratively within a team.

Work Environment & Logistics:

• Must commute to Walnut Creek and Hercules, CA 5 days per week.
• On-site position.

Why Join Kerae Medical?

• Work at the intersection of healthcare, e-commerce, and AI innovation.
• Direct impact on brand growth and digital performance.
• Opportunity to experiment with cutting-edge creative tools and workflows.