Billing Specialist

MyAdvice is seeking a full-time, entry-level or early career client Billing Specialist to assist with our company billing and invoicing needs. 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. They will be expected to track payments, run reports, perform light record keeping and data-entry tasks. Prior billing and collections experience is a must and it’s crucial the Billing Specialist possesses an aptitude for basic math and excel skills, seeks to further their accounting knowledge and a desire to offer excellent customer service. The ideal candidate must be detail oriented and recognize the importance of ensuring accuracy. It's necessary to possess the ability to multitask in a fast-paced environment while keeping organized, see projects through from start to finish, pay attention to details and be proactive. We are looking for someone who will take ownership of the client billing process to identify problems and suggest solutions. This position works under the direct supervision of MyAdvice's Senior Accountant. Please note, this is a client-facing role! The primary responsibilities of this role is centered around collections, invoicing and accounts payable which means almost all billing communications will go through the Billing Specialist. This position can expect to spend a significant portion of their time responding to client emails and on the phone with clients. Our ideal candidate will have customer service experience, particularly within a financial or similar capacity. The incumbent will engage with our existing client portfolio via phone, email and occasionally video calls for not only billing duties, but general inquiries as well. Our ideal candidate will have proven success in a similar client-facing role within a SaaS organization to include a background in billing, collections and customer service. They will be exceptional communicators and a self-starter. The best fit for the role will confidently handle billing concerns with finesse and empathy employing excellent business acumen, phone etiquette, strategic thinking and problem solving for swift resolution. This individual will exhibit and demand excellence for their teammates and clients. MyAdvice is a company that lives in constant change pursuing our aggressive growth goals. That makes this a fast-paced role where our ideal candidate will be excited by and thrive within an environment that exemplifies our core values of gritty, resourceful, expert, accountable and tenacious (GREAT). Secure prompt payment while employing sensitivity, business acumen and good judgment 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 Handle disputed invoices according to our process 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 Ensure all new clients billing is set up correctly Navigate various software platforms to efficiently complete tasks Summary MyAdvice is seeking a full-time, entry-level or early career client Billing Specialist to assist with our company billing and invoicing needs. 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. They will be expected to track payments, run reports, perform light record keeping and data-entry tasks. Prior billing and collections experience is a must and it’s crucial the Billing Specialist possesses an aptitude for basic math and excel skills, seeks to further their accounting knowledge and a desire to offer excellent customer service. The ideal candidate must be detail oriented and recognize the importance of ensuring accuracy. It's necessary to possess the ability to multitask in a fast-paced environment while keeping organized, see projects through from start to finish, pay attention to details and be proactive. We are looking for someone who will take ownership of the client billing process to identify problems and suggest solutions. This position works under the direct supervision of MyAdvice's Senior Accountant. Please note, this is a client-facing role! The primary responsibilities of this role is centered around collections, invoicing and accounts payable which means almost all billing communications will go through the Billing Specialist. This position can expect to spend a significant portion of their time responding to client emails and on the phone with clients. Our ideal candidate will have customer service experience, particularly within a financial or similar capacity. The incumbent will engage with our existing client portfolio via phone, email and occasionally video calls for not only billing duties, but general inquiries as well. Our ideal candidate will have proven success in a similar client-facing role within a SaaS organization to include a background in billing, collections and customer service. They will be exceptional communicators and a self-starter. The best fit for the role will confidently handle billing concerns with finesse and empathy employing excellent business acumen, phone etiquette, strategic thinking and problem solving for swift resolution. This individual will exhibit and demand excellence for their teammates and clients. MyAdvice is a company that lives in constant change pursuing our aggressive growth goals. That makes this a fast-paced role where our ideal candidate will be excited by and thrive within an environment that exemplifies our core values of gritty, resourceful, expert, accountable and tenacious (GREAT). Secure prompt payment while employing sensitivity, business acumen and good judgment 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 Handle disputed invoices according to our process 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 Ensure all new clients billing is set up correctly Navigate various software platforms to efficiently complete tasks Essential Duties Secure prompt payment while employing sensitivity, business acumen and good judgment 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 Handle disputed invoices according to our process 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 Ensure all new clients billing is set up correctly Navigate various software platforms to efficiently complete tasks Required Skills Excellent customer service skills, preferably in a financial capacity Ability to de-escalate client issues and resolve them with company and client impact in mind 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 Ability to communicate effectively with all organizational levels and across departments 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 Assist with the development of procedures and processes Preferred Skills Greater accounting knowledge Have worked with Sage Intacct in previous roles 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 Legally authorized to work in the United States 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 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 We prefer local candidates that can come to the office 2x per week during training (first two months) and 1x per week thereafter. We are only hiring candidates from Utah at this time. 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.). Benefits Employer Contributed Plans: Medical, Vision, Life and AD+D Insurances Voluntary Plans: Dental, Critical Illness, Accident and Pet Insurances Unlimited Paid Time Off + 9Paid Holidays 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) and Executive Mentorship Program Leadership Training Program: Learn the basics of how to lead a team! Available to all employees Ongoing Personalized Coaching and Career Development Casual Dress and Fun Work Environment (games, coffee, snacks, etc.) Core Value "Pay It Forward" Initiative, Project Fantastic (client collab) and more! MyAdvice "We will chase perfection, and we will chase it relentlessly, knowing all the while we can never attain it. But along the way, we shall catch excellence.” - Vince Lombardi MyAdvice empowers business owners and professionals to increase their revenue by attracting and retaining more clients through digital marketing. The SaaS-based platform enables hands-on control and visibility into performance of online marketing activities, backed by 20+ years of best practices and expertise on how to maximize those efforts. MyAdvice’s six-stage Pyramid of Success™ provides a proven step-by-step plan for how and when to implement growth-oriented marketing tactics for greatest impact, including website design and maintenance, local directories, client reviews, social media, search engine optimization (SEO) and paid advertising. Learn more atmyadvice.com. 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. Additionally, 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. With that in mind, if you believe yourself to be a good fit, we strongly encourage people of all backgrounds to apply. MyAdvice is 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. MyAdvice’s progressive values include transparency, teamwork, relentless effort and intellectual honesty in order to bring about the success of our clients. We encourage continuous education, career development and work/life balance while thriving in a casual and collaborative work environment. With MyAdvice you will be a valued and integral member whom we will continually invest. #J-18808-Ljbffr MyAdvice