Senior Billing Specialist

About Your Role

As Juniper Square continues to expand, our billing complexity has intensified, driven by a tripling of transaction and invoice volumes over the last 18 months. We are seeking a Senior Billing Specialist to join our team and help navigate this increased scale. In this hands-on role reporting directly to the Billing & Collections Manager, you will collaborate closely with team members to ensure invoice accuracy, manage daily cash application, and provide guidance on invoice processing within Zone.

What You'll Do

• 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

• Review invoices processed by the team for accuracy before sending out to customers

• 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

• Monitor AR aging and flag at-risk balances to the Billing & Collections Manager

• Play a key role 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

• Comfortable using AI tools to improve productivity and efficiency across billing, cash application, and reporting 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.

Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. 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.

Benefits include:

• 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

• Retirement saving plans

• Allowance to customize your work and technology setup at home

• Annual professional development stipend

Your recruiter can provide additional details about compensation and benefits.