Billing Specialist

Summary

Definiti LLC is a national retirement services company that helps clients manage and administer their retirement plans. The Billing Specialist will process client invoices in volume, establish billing parameters, review invoice details, respond to inquiries, track accounts receivable aging, and support collections and audits.

Responsibilities

• Establish billing parameters upon receipt of a new or updated client contract
• Create client invoices accurately and timely, that correspond to the terms of the contract
• Consistently review and confirm invoice details across requisite systems
• Apply credit memos as needed, along with ample documentation
• Respond timely to client inquiries, internal and external
• Track & Report A/R Aging to internal and external clients
• Assist Collection Specialists, as needed, on aged client invoices
• Research Discrepancies and provide audit support & schedules, as needed

Skills

• Extreme attention to detail
• Ability to meet and exceed strict deadlines
• Thrives in a high growth, fast paced environment
• Excellent verbal and written communication skills
• Possess strong planning and organizational skills and multiple priorities simultaneously
• High school diploma or GED required
• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint
• Associate degree or higher preferred
• Billing experience and/or industry experience preferred
• ERP system experience preferred, Sage Intacct desired
• Familiarity with Microsoft Teams is a plus

Qualifications

Must Haves

• Extreme attention to detail
• Ability to meet and exceed strict deadlines
• Thrives in a high growth, fast paced environment
• Excellent verbal and written communication skills
• Possess strong planning and organizational skills and multiple priorities simultaneously
• High school diploma or GED required
• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Have access to a reliable and consistently strong, high-speed internet connection suitable for remote work. A stable, high-speed internet connection is essential for effective communication, collaboration, and productivity while working remotely
• Designate a quiet, and well-lit space free of as many distractions as possible
• Be online and available to work during designated business hours in local time zone
• Accustomed to using Microsoft Teams (or similar virtual-meeting applications) to meet with colleagues regularly on video and use the chat feature for quick communications. We utilize many Microsoft Teams features (such as Channels and file storage) for announcements, relevant conversations, and file sharing
• Accustomed with file-storage and file-sharing tools such as Microsoft SharePoint

Nice to Haves

• Associate degree or higher preferred
• Billing experience and/or industry experience preferred
• ERP system experience preferred, Sage Intacct desired
• Familiarity with Microsoft Teams is a plus

Benefits

• A virtual-first work philosophy for most jobs
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. Time off doesn’t accrue.
• 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
• Paid Parental Leave
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility
• Professional growth through comprehensive training and industry credentials and certifications