Senior Billing and Collections Specialist

Summary

Join Juniper Square as a Senior Billing and Collections Specialist to play a vital role in the company's accounting function, leveraging your skills and experience to manage client billing and relationships.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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