Accounts Receivable Coordinator

Overview

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Responsibilities

Ready to Master the Financial Engine That Powers Client Success?

We're seeking a detail-oriented financial professional who understands that accurate billing and receivables management directly impact client satisfaction and business growth. As our Accounts Receivable Coordinator, you'll ensure seamless invoicing operations while building the processes that support our expanding client base.

 

What makes this role different

 

✓ Client impact: Your accuracy in billing and account management directly affects client satisfaction and retention

✓ Process optimization: Work with multiple systems and departments to streamline financial operations

✓ Cross-functional collaboration: Partner with teams across the organization to resolve complex client and vendor issues

✓ Growth trajectory: Gain expertise in TPA financial management with opportunities for advancement in a dynamic environment

 

What You'll Actually Do

Ensure billing accuracy: Manage client invoicing and setup activities, including new client invoice configuration, monthly billing cycles, and renewal processes.

 

Research and resolve: Investigate client invoice inquiries and vendor payment discrepancies, working with internal teams to find swift, accurate solutions.

 

Maintain client relationships: Provide interdepartmental and external communication support regarding invoicing while managing client profiles in our secure portal.

 

Support operations: Generate adjustment and credit memos, assist with month-end close processes, and collaborate with colleagues on system workflows and process documentation.

 

Drive continuous improvement: Work with third-party payment processors, train team members, and contribute to ad hoc projects that enhance operational efficiency.

Qualifications

What You Bring to Our Mission

The financial foundation:

• 3-5 years' experience in financial management with focus on funding and accounting
• TPA experience preferred but not required
• Previous banking and health insurance industry experience preferred

The technical expertise:

• Proficiency in Windows and advanced Microsoft Excel skills
• Experience with financial and TPA systems (Netsuite, Qiclink, Javelina experience preferred)
• Strong attention to detail and accuracy in financial reporting

The professional qualities:

• Strong written and verbal communication skills
• Ability to take direction and work effectively with leadership
• Self-starter problem-solver with team collaboration abilities
• Capability to meet critical deadlines in fast-paced environment

 

Why You'll Love It Here

 

We believe in total rewards that actually matter—not just competitive packages, but benefits that support how you want to live and work.

 

Your wellbeing comes first:

• Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
• Mental health support and wellness programs designed by experts who get it
• Flexible work arrangements that fit your life, not the other way around

Financial security that makes sense:

• Retirement planning support to help you build real wealth for the future
• Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
• Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage

Growth without limits:

• Professional development opportunities and clear career progression paths
• Mentorship from industry leaders who want to see you succeed
• Learning budget to invest in skills that matter to your future

A culture that energizes:

• People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation
• One Team One Dream: Collaborative environment where