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Senior Billing & Collection Specialist
Juniper SquareSenior Billing & Collections Specialist managing billing complexities due to increased transaction volume at Juniper Square. Collaborates with teams to ensure invoice accuracy and manage cash application.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in billing processes, including invoice processing, cash application, and contract interpretation, while effectively collaborating with cross-functional teams to enhance workflows and address customer inquiries.
Highest-signal resume keywords
Billing ExperienceCash Application ProficiencyZone Billing Software FamiliarityAI Productivity Tools UtilizationInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Invoice ProcessingContract AnalysisPayment MatchingCollections BackgroundExcel Proficiency
Soft Skills
Team CollaborationProactive CommunicationProblem-Solving
Tools & Technologies
ZoneNetSuiteSalesforceAI Tools
Industry Keywords
Services SectorSaaS SectorBilling WorkflowsAR Aging Monitoring
About the role
Key responsibilities & impact- Review customer contracts and correspondence, interpreting ambiguous contract language to determine correct billing treatment
- Process invoices and credit memos for complex or non-standard billing scenarios
- Guide and support teammates on invoice processing workflows within Zone
- Review invoices processed by the team for accuracy before sending out to customers
- Respond to customer billing inquiries via email, researching and providing accurate answers in a timely manner
- Perform daily cash application: match incoming customer payments to invoices and post accordingly
- Own follow-up on past-due accounts, coordinating escalations with Fund Admin/CX as needed
- Monitor AR aging and flag at-risk balances to the Billing & Collections Manager
- Play a key role in ongoing process improvements and workflow refinement within Zone (project-based work)
- Manage increased workload during peak Fund Admin billing cycles (December, March, June, September)
- Partner cross-functionally with Deal Desk on contract structuring, and with Fund Admin/CX on billing and collections
- Comfortable using AI tools to improve productivity and efficiency across billing, cash application, and reporting workflows
Requirements
What you’ll need- At least 4 years of professional billing experience, particularly with intricate billing scenarios
- Proven capability to analyze vague contract terms and determine precise billing consequences
- Practical familiarity with Zone or equivalent NetSuite-native billing software, including the ability to train and guide team members
- Proficiency in cash and payment applications, including matching and posting customer payments against invoices
- Familiarity with Salesforce for navigating and extracting contract, account, and opportunity details
- Adept at utilizing AI productivity tools (such as ChatGPT and Claude) to enhance daily workflows
- Background in collections is advantageous, though the primary emphasis remains on billing mastery
- Collaborative mindset with a strong emphasis on teamwork; comfortable guiding colleagues on workflows without needing a formal title
- Strong interpersonal skills to interact with cross-functional internal stakeholders and a proactive approach to asking clarifying questions
- Prior background in the Services and SaaS sectors is preferred.
- Highly resourceful with the capability to independently investigate and resolve questions when details are scarce.
- Thrives and operates effectively within a high-speed, dynamic workplace.
- Advanced proficiency in Excel, particularly utilizing calculations from the Fund Admin team, is a distinct plus.
Benefits
Comp & perks- Health, dental, and vision care for you and your family
- Life insurance
- Mental wellness coverage
- Fertility and growing family support
- Flex Time Off in addition to company-paid holidays
- Paid family leave, medical leave, and bereavement leave policies
- Retirement saving plans
- Allowance to customize your work and technology setup at home
- Annual professional development stipend