Client Success & Billing Coordinator

Summary

Join Quote Velocity as a Client Success & Billing Coordinator, managing client billing, accounts receivable, and supporting the Business Development team. You will prepare and issue invoices, monitor accounts receivable, and collaborate with the Finance team. Responsibilities also include supporting client onboarding, acting as a liaison between teams, and tracking campaign performance using tools like TrackDrive and Ringba. You will maintain client data in the CRM, generate reports, and contribute to process improvements. This remote or hybrid position requires 1-2 years of experience in a related field, strong organizational skills, and proficiency in various software. The role involves multitasking, problem-solving, and collaboration across departments.

Requirements

• You bring 1–2 years of experience in billing, accounts receivable, client operations, or a related coordination role
• You have a strong track record of managing client relationships and billing cycles, and are comfortable communicating with both internal stakeholders and clients
• You are highly organized, detail-oriented, and reliable, capable of juggling multiple priorities without letting key deadlines slip
• You thrive in fast-paced, dynamic environments, and are comfortable adjusting to shifting priorities, unexpected requests, and new processes
• You’re proficient in tools such as CRMs, billing platforms, or marketing attribution systems (e.g., TrackDrive, Ringba), and can quickly learn new technologies
• You are collaborative and resourceful, and enjoy playing a support role that makes your teammates’ jobs easier and more efficient
• You excel at multitasking and operational follow-through, ensuring that nothing falls through the cracks—no matter how small the detail
• You bring a solutions-first attitude, and take initiative in solving issues before they escalate
• You value personal growth, thrive in team-oriented environments, and enjoy helping build scalable processes

Responsibilities

• Prepare and issue client invoices with a high degree of accuracy, ensuring correct formatting, rates, and supporting documentation where required
• Monitor and manage accounts receivable, following up with clients in a timely and professional manner to ensure on-time payments
• Maintain billing records and documentation, collaborating with Finance to reconcile revenue and cash flow on a regular basis
• Support the Business Development team in onboarding new clients, including preparing, reviewing, and coordinating execution of agreements such as MSAs, Credit Card Addendums, Compliance Attestations, and more
• Serve as a liaison between Business Development and internal operations teams, ensuring all client onboarding steps are completed promptly and accurately to avoid downstream issues
• Attend and participate in weekly Risk Assessment meetings, documenting action items, surfacing onboarding roadblocks, and helping address early-stage client concerns
• Track digital and marketing campaign performance using tools such as TrackDrive and Ringba, ensuring that routing configurations and attribution data are current and accurate
• Maintain and update client campaign data in the CRM, ensuring a reliable source of truth for internal reporting and cross-functional collaboration
• Generate and assist in compiling regular campaign performance reports, providing support to BD for client-facing metrics and to AP for revenue reconciliation
• Act as a key support resource for both the Finance and Business Development teams, managing a variety of operational and administrative tasks across departments
• Adapt to evolving priorities and tasks, contributing to team initiatives, ad hoc projects, and process improvements as needed to support company goals

Benefits

$48,000 - $54,000 a year