Accounting & Customer Experience Specialist

Position Summary

The Accounting & Customer Experience Specialist works in conjunction with Accounting and Customer Operations to support the processing and tracking of accounts receivable, managing purchase orders, invoicing, and providing general office support. The position requires a high level of attention to detail and the ability to work cross-functionally in a collaborative, fast-paced, and hands-on environment. 

Job Duties/Responsibilities

Accounts Receivable & Billing

• Generate and issue accurate customer invoices in a timely manner 
• Monitor customer accounts for outstanding balances and follow up on past-due invoices 
• Perform invoice reconciliations and resolve billing discrepancies 
• Assist with accounts receivable processes and month-end close activities, including supporting sales tax reporting.
• Support annual audit requests and documentation 

Purchase Order & Customer Operations Support

• Partner with Customer Operations to ensure purchase order (PO) processes are being followed (i.e. ensuring timely receipt of PO)
• Track and follow-up on purchase orders to ensure timely billing and revenue recognition 
• Collaboration with Customer Operations during onboarding of new customers 
• Responsible for leading monthly meetings with Accounting and Customer Operations.
• Support maintaining customer account records including but not limited to purchase order and AP contact information and invoice submission processes.

Customer Communication

• Communicate with customers regarding billing issues, payment status, and dispute resolution 
• Build and maintain strong working relationships with customers and internal teams 

Process, Compliance & Administration

• Maintain current knowledge of company products and internal processes 
• Assist with state registrations and compliance-related tasks 
• Support general office duties including mail distribution, and ordering/stocking supplies 
• Comply with Company policies and procedures. 
• Access employee and/or patient PHI and ePHI only as necessary for job-related functions 

Team & Culture

• Contribute to a positive, collaborative team environment 
• Support cross-functional initiatives and other duties as assigned
• Embodies the Company’s purpose and shared values, building a positive and productive team culture.
• Other duties as assigned.

• 2+ years of experience in accounts receivable, billing, or related role.
• Strong attention to detail and organizational skills 
• Demonstrates excellent interpersonal and communication skills, both verbal and written, across all interactions; someone who is polite, respectful, and collaborative with a strong commitment to delivering excellent customer experience.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment 
• Strong problem-solving skills and the ability to think on your feet in the spur of the moment.
• Willingness to collaborate and be a team player.
• Proficiency in accounting or ERP systems (NetSuite & Salesforce preferred).
• Proficient in using Microsoft office programs (Outlook, Word, Excel).
• Willingness to work a flexible schedule. 
• Able to travel for work as needed.
• Satisfactorily pass comprehensive background screening. 
• Satisfactorily pass drug screening (if applicable to position).

Physical Demands/Working Conditions

• Typical work environment for a professional office.
• Largely a stationary role with some moving from place to place.
• Constant use of a computer, keyboard, mouse, monitors and other office equipment.
• Occasionally picks up, carries, and moves items up to 30 lbs.
• Some evening and weekend work dependent upon workload.
• Some overnight travel may be required for work, events, and training