Invoicing Client Success Specialist

Job Description

Job Description

About Us

At Alteva RCM, we're dedicated to helping healthcare providers thrive through expert revenue cycle management, strategic insight, and innovative solutions. We're always looking for passionate, driven professionals who want to make a meaningful impact, grow their careers, and be part of a collaborative team committed to excellence.

Position Summary

We are seeking a detail-oriented and customer-focused Invoicing & Client Success Specialist to support our Revenue Cycle Management (RCM) invoicing operations. This role combines invoicing, account reconciliation, customer communication, and post-onboarding client support.

Clients are onboarded several months before invoicing begins, so this role is responsible for proactively contacting customers, helping them understand invoices, resolving billing questions, revising invoices when necessary, and maintaining strong customer relationships throughout the billing lifecycle.

The ideal candidate has experience with basic bookkeeping, Excel and customer service.

Key Responsibilities

• Proactively contact customers after onboarding and during invoicing periods 

• Explain invoices, billing details, fees, and service charges to customers 

• Resolve invoice discrepancies and customer billing concerns 

• Coordinate with onboarding, operations, and internal billing teams 

• Maintain accurate records of customer communications and account updates 

• Follow up on outstanding invoices and account issues 

• Support process improvements within invoicing and customer communication workflows

• Generate, review, revise, and send customer invoices 

• Reconcile invoices, payments, credits, and account balances 

• Use QuickBooks Online (QBO) to manage invoicing and customer accounts 

• Utilize Excel for invoice tracking, reporting, reconciliations, and analysis 

Qualifications

• Customer service or client-facing experience

• Excellent verbal and written communication skills

• Detail-oriented and highly organized 

• Comfortable communicating with customers by phone and email 

• Able to explain billing clearly and professionally 

• Proactive and solution-oriented 

• Strong follow-through and accountability 

• Works well independently and collaboratively

• Strong Excel skills required 

• Ability to manage multiple accounts and follow-ups simultaneously 

Ideal Candidate

• Experience in healthcare billing or Revenue Cycle Management (RCM) preferred

• Experience with invoicing, reconciliation, and accounts receivable

• Experience with QuickBooks Online (QBO) 

Hours: Monday-Friday 9 AM to 5 PM EST 

Pay Range

$60,000—$80,000 USD

Benefits

Alteva RCM offers our employees a comprehensive benefits package, including health, dental, vision, employee assistance plan, paid family leave, short-term disability and life insurance. We also provide a 401(k) plan with employer match, flexible spending accounts, employee discount program and an employee referral program.