Billing Specialist

Position Responsibilities

Billing:

• Create, review, and send invoices, follow up with clients on responses, and pull data related to work-in-progress (WIP) write-off requests, WIP transfers, and upcoming bills.
• Interpret and apply information from engagement letters to ensure accurate client billing.
• Proactively collaborate with professional staff billers to ensure timely and accurate invoicing.

Accounts receivable (AR):

• Follow up on unapplied cash, coordinate refunds, determine correct invoice allocations, and conduct small balance reviews.
• Review credit card processing and posting.
• Work closely with Client Partners on outstanding AR, including sending past-due invoices/statements and following up directly with clients on outstanding balances.
• Notify clients of past-due accounts and payment deadlines.
• Track AR notes, next steps, and related follow-up actions, collaborating with the collections team.
• Assist with billing, AR, and cash-related reporting.

Data maintenance:

• Manage address change requests, role change requests, and client status updates.
• Respond to a high volume of questions related to billing and cash posting.
• Provide exceptional customer service to both internal and external clients.

Systems and General Responsibilities:

• Work with multiple systems, including Star, Salesforce, Aiwyn, Word, Excel, and Outlook.
• Manage deadlines, track outstanding tasks, and prioritize effectively.
• Handle requests sent to multiple email inboxes (Billing, AR & Client Lifecycle).