Billing and Collections Specialist

Do you love maintaining and creating reports in Excel? Do you enjoy working with numbers in a fast paced environment while staying extremely organized?

If you answered "yes" to these questions, keep reading.

The SMB Team is the fastest-growing digital marketing and coaching business for attorneys nationwide and we are looking for a Billing and Collections Specialist to join our team!

WHAT'S IN IT FOR YOU?

📈 An opportunity to be a part of the #1 Fastest Growing Legal Marketing & Coaching Company in the U.S.

🦷 BENEFITS – We pay for 75% of your Medical, Dental, Vision insurance for YOU and YOUR FAMILY.

💰 BONUSES - An opportunity to earn quarterly bonuses based on performance. 

☀️ UNLIMITED VACATION TIME - We encourage you to take time to recharge so you can be your best here at work.

💡 EDUCATION – Team member education and learning budget on courses, events and books.

🌴 FUN – Company activities, outings, and retreats.

💲 INVESTMENTS – Simple IRA WITH a 3% Match.

💻 WORK STYLE – WFH or come to the office. The choice is yours!

The salary for this role is $60,000 annually.

Key Responsibilities:

As a Billing and Collection Specialist in our company, you will be crucial in ensuring accurate and timely processing of billing activities and collections related to our recurring revenue model through credit cards. In addition to managing billing and collections, you will be responsible for setting up new clients and ensuring that new contracts comply with company policies. You will contribute to the financial health of the organization by maintaining billing records, managing customer accounts, and establishing compliant contractual agreements.

• New Client Onboarding:
• Collaborate with the sales team to gather necessary information for setting up new clients.
• Ensure accurate and complete setup of new client accounts in the billing system.
• Verify that contract terms align with the services or products being provided.
• Contract Compliance:
• Review new contracts to ensure compliance with company policies and industry regulations.
• Work closely with financel and sales teams to resolve any contract-related issues.
• Communicate with clients to clarify terms and resolve discrepancies.
• Billing Management:
• Generate and distribute accurate and timely invoices to customers based on subscription and usage data.
• Review billing discrepancies and resolve issues promptly.
• Ensure adherence to billing cycles and deadlines.
• Payment Processing:
• Process credit card transactions and monitor payment gateways to ensure successful transactions.
• Address payment failures and work with customers to resolve payment issues.
• Maintain accurate and up-to-date records of payments received.
• Customer Account Management:
• Update and maintain customer accounts with current billing and contact information.
• Address customer inquiries related to billing and payments promptly and professionally.
• Collaborate with the sales and customer support teams to ensure a seamless customer experience.
• Collections:
• Monitor and manage overdue accounts receivable.
• Implement collection strategies to recover outstanding payments.
• Communicate with customers regarding overdue payments and negotiate payment plans when necessary.
• Reporting and Analysis:
• Generate and analyze billing and collection reports for management review.
• Provide insights into trends, customer behaviors, and potential areas for improvement.
• Compliance:
• Stay informed about relevant regulations and compliance requirements related to billing and collections.
• Ensure company practices align with industry standards and legal requirements.

Requirements

• Qualifications:
• Bachelor's degree in Finance, Accounting, Business, or related field. Equivalent experience accepted.
• Proven experience in billing, collections, or a similar financial role.
• Strong understanding of credit card payment processing and recurring revenue models.
• Familiarity with billing software and financial systems.
• Excellent communication and negotiation skills.
• Detail-oriented with a high level of accuracy in data entry and record-keeping.
• Key Competencies:
• Analytical Thinking
• Customer Focus
• Problem Solving
• Time Management
• Team Collaboration
• Adaptability

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