Billing and Collections Specialist

Job Title: Billing and Collections Specialist

Location: Worthington, OH – FULLY ONSITE

Job Summary:

The Billing and Collections Specialist supports the accounting functions of the organization, with a primary focus on billing, receivables processes, and month-end general ledger close by preparing entries and reconciliations. As the subject matter expert on billing and receivables, the Billing and Collections Specialist promptly addresses questions or issues raised by clients and company leaders. This role is also responsible for developing and implementing systems for routine transaction processing, enhancing automation and efficiency, and preparing and updating internal control documentation for billing and cash collections processes.

Essential Roles and Responsibilities

• Ensure accurate and timely billing for all clients, including reviewing sales agreements, entering billing rates into Salesforce, calculating minimums per contract, and reviewing contractual items such as credits and performance guarantees.
• Collaborate with Sales, Client Engagement, Business Intelligence, Legal, and other departments to understand pricing, client member counts, and other elements within client agreements.
• Review the aging accounts receivable and send notices to clients on a weekly basis or more frequently as needed. Work with Client Executives to resolve recurring late payments and notify management of any ongoing issues or trends in receivables.
• Act as the company’s primary point of contact and subject matter expert for all customer and internal billing questions, ensuring client satisfaction through effective communication and resolution of issues.
• Collaborate with Eligibility, Client Executive, and Business Intelligence teams to ensure billing reports are accurate and resolve any issues in a timely manner.
• Assist with monthly close processes and balance sheet reconciliations.
• Document and maintain updated processes and policies related to billing, receivables, and the general ledger, continuously evaluating for efficiencies and process improvements as the business grows.
• Perform other duties as assigned.

Skills and Qualifications

• Associate degree or equivalent combination of education and experience.
• 3-5 years of billing experience; prior collections experience preferred.
• Strong organizational skills with attention to detail and a focus on process improvement.
• Team player with strong interpersonal, communication, and organizational skills.
• A proactive and flexible approach with the ability to manage multiple priorities and projects across departments.
• Ability to map existing processes and evaluate for efficiency and internal controls.
• Passion for advancing technical skills related to accounting and reporting software.
• Experience with Sage Intacct, Microsoft Power Apps, and Salesforce is helpful.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Ability to read and interpret service agreements accurately.
• Commitment to protecting company and member data by adhering to ethics and policies.

This role is 100% onsite – applicants who are not local to Central Ohio will not be considered.

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