Billing Specialist

As a Billing Specialist, you are responsible for receiving inbound client calls and emails, helping clients resolve billing related questions and concerns, processing of credit and debit memos, and managing the refund and cancellation processes. Additionally, you will review sales contracts for billing and revenue implications. This is followed by invoice creation and analysis. This role works as a member of the Accounting team, and collaborates closely with Sales, Support, and the wider Finance team. Apply today to be considered for this exciting opportunity!

A day in the life!

You will be responsible for the following:

• Performing contract entry and execution invoicing, including reviewing signed contracts for completeness, creating new clients if needed in master file, entering contract into system in timely and accurate manner, and generating execution invoicing for contract upon contract set-up approval
• Processing recurring invoicing, including reviewing invoicing trends/validation to check accuracy of renewals, creating new price books and setting up field service contracts for renewals, retaining appropriate documentation for audits, and resolving issues in invoicing process
• Reviewing transactional details from third party vendors, preparing transactional invoicing files for system processing, checking invoicing data for accuracy, and retaining appropriate documentation for invoicing audits
• Conducting client interactions related to billing and cash application both over the phone and email
• Assisting internal teams with basic billing and client-related questions
• Working directly with Retention and Client Support teams to manage the client cancellation workflow
• Processing client credit memos, debit memos, and refunds in an accurate and timely manner
• Working across departments to research and resolve escalated client disputes and billing exceptions
• Driving process improvements including working with business partners and other departments

Do you have what it takes?

Required Qualifications:

• 2-4 years related work experience
• Proficient in Excel, such as V-Lookups and pivot tables
• Excellent oral and written communication skills

Do you stand above the rest?

Preferred Qualifications:

• BS degree in related field
• Experience with large ERP systems (Great Plains, Oracle, NetSuite, Intacct)
• SalesForce experience

Additional job expectations applicable to this position include:

• Willingness to work additional or irregular hours as needed
• Working in accordance with corporate and organizational security policies and procedures
• Performing other responsibilities as assigned

WellSky is where independent thinking and collaboration come together to create an authentic culture. We thrive on innovation, inclusiveness, and cohesive perspectives. At WellSky you can make a difference.

WellSky provides equal employment opportunities to all people without regard to race, color, national origin, ancestry, citizenship, age, religion, gender, sex, sexual orientation, gender identity, gender expression, marital status, pregnancy, physical or mental disability, protected medical condition, genetic information, military service, veteran status, or any other status or characteristic protected by law. WellSky is proud to be a drug-free workplace.

Applicants for U.S.-based positions with WellSky must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Certain client-facing positions may be required to comply with applicable requirements, such as immunizations and occupational health mandates.

Here are some of the exciting benefits full-time teammates are eligible to receive at WellSky:

• Excellent medical, dental, and vision benefits
• Mental health benefits through TelaDoc
• Prescription drug coverage
• Generous paid time off, plus 13 paid holidays
• Paid parental leave
• 100% vested 401(K) retirement plans
• Educational assistance up to $2500 per year