Treewalk

Accounts Receivable

• Manage the billing process and ensure accurate invoicing for clients.
• Follow up on overdue accounts and resolve discrepancies.
• Generate and process invoices according to contracts and terms.
• Maintain billing records and update customer information.
• Act as the primary point of contact for customers regarding billing inquiries.
• Collaborate with internal teams to address billing-related issues.
• Prepare reports on accounts receivable status for management review.

Accounts Receivable Specialist

Director

• Own the Treewalk Client Experience
• - Define and document the end-to-end Treewalk client journey, establish clear service principles and expectations, and translate them into practical playbooks, cadences, and communication templates that teams can consistently execute.
• Lead Client Service Delivery
• - Directly manage Client Service Managers, ensure consistent execution of service standards across all client portfolios, act as an escalation point for complex or high-stakes client situations, and create a clear rhythm for reviewing, coaching, and improving client service performance.
• Operationalize the Experience Through Systems and Process
• - Partner with operations, IT, and practice leadership to embed experience standards into workflows, tools, automation, and recurring delivery processes so the intended client experience is reinforced by systems, not reliant on tribal knowledge.
• Monitor Quality and Coach the Team
• - Implement lightweight quality checks across client files, communications, and workflows, provide direct coaching and feedback to Client Service Managers, and partner with leadership on performance management where service standards are not being met.
• Drive Continuous Improvement
• - Own client feedback mechanisms, track trends in satisfaction, escalations, churn, and referrals, and run small, practical experiments to improve the client experience and systematize what works—balancing service quality, client confidence, and operational efficiency with the clear understanding that **experience quality is a core Treewalk differentiator**, not an afterthought.

Accounts Receivable Specialist

Director, Client Experience – Service Delivery