Remote Senior Billing and Collections Specialist

About Juniper Square

Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in our physical office in San Francisco or one of our co-working spaces. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across most US states, two Canadian Provinces, and India.

About your role

We are hiring a Senior Billing and Collections Specialist to play a vital role within the company’s accounting function as we grow and scale the business. Reporting to the Billing Manager, you will leverage your skills and experience to play a key role in the billing and accounts receivable function. In addition to ongoing ownership of client billing and relationship management, you will assist the Billing Manager in process improvement and implementation of a new billing system. If you are passionate about accounts receivable and customer relationships and looking for an opportunity to learn, build, and grow, Juniper Square is the place for you.

What you’ll do

• Review customer contracts, and identify inconsistencies with Salesforce opportunities and other records in multiple products and service types;

• Work closely with Deal Desk and legal teams to better understand the opportunities, products and contracts, their set up in our billing system and prepare invoices daily

• Ensure invoices are free from error and tie to the terms in the contract

• Maintain customer master files including all customer details

• Answer billing related questions from external customers and internal departments

• Triage tickets, perform escalations to appropriate teams, and provide all necessary details to ensure the teams are equipped to assist the customer

• Collaborate with the revenue accounting team to capture the appropriate data for revenue recognition

• Ensure Service Level Agreements are met; escalate errors and billing issues through designated processes and in a timely manner

• Manage collections process and follow up with customers about status of outstanding payment

• Work closely with Fund Accounting and Customer Success teams for delinquent accounts

• Participate in the month-end close process with multi-systems reconciliation and accounts receivable analysis

• Actively participate in the implementation of a new billing system

• Assist the Billing Manager with preparation and publishing of weekly and monthly KPIs including AR metrics

• Proactively assess current systems and processes and help drive overall process improvement

• Assist the Billing Manager and Accounting team with special projects as needed

Qualifications

• 5+ years of billing and collections experience in a relevant setting, ideally in customer facing and/or project related role(s)

• Proven experience with Excel and Google Sheets

• Independent self-starter and adaptable in a fast-paced and changing environment

• Strong verbal and written communication skills

• High attention to detail with a structured methodical approach to problem solving

• Ability to work through ambiguity, solve problems and think on your feet

• Prior experience in a billing or billing-related role is a plus

• Hands on experience with Netsuite, Salesforce, Zone Billing and billing software is a definite plus

• Ability to work 2-3 hours a day in U.S. time zone for collaboration

At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.

Benefits include:

• Health, dental, and vision care for you and your family

• Life insurance

• Mental wellness programs

• Meal vouchers

• Industry-leading vacation package in addition to national holidays

• Paid family leave, medical leave, and bereavement leave policies

• Retirement saving plans

• Monthly internet reimbursement

Your recruiter can provide additional details about compensation and benefits.

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