Billing and Collections Specialist

Overview

Remote, anywhere in the United States • Full-time, permanent

This role works with the managing partner and an outside accountant to ensure client invoicing stays on schedule and payments are received on time. Many engagements are billed in stages (retainer at the start, then payments at agreed milestones). When milestone invoices are delayed or payments are missed, partners notice it in the cash forecast weeks later—so proactive billing and collections are critical.

Responsibilities

• Prepare invoices from engagement agreements at each milestone.
• Send invoices along with the documents required by each client’s accounts payable team.
• Apply incoming payments and match them to open invoices.
• Contact clients about overdue balances (call and email), professionally and on schedule.
• Keep the aging report current and flag risks to the managing partner.
• Answer client questions about invoices and payment instructions.

Requirements

• 1+ years of experience in billing, accounts receivable, or collections (internships included).
• Experience with QuickBooks Online, Xero or NetSuite.
• Proficiency with Excel, including filters and pivot tables.
• Clear, professional writing for client emails.

Preferred Qualifications

• Experience billing professional services or projects.
• Experience with international wire payments.
• Experience with Bill.com or another invoicing tool.

Compensation & Benefits

• 401(k) with a match.
• PTO plus U.S. public holidays.
• Exam fees covered for professional certifications.
• Laptop and a second monitor shipped to you.
• Medical, dental and vision; the employer pays most of the premium.

Location

Remote, anywhere in the United States.

Equal Opportunity

The employer is an equal opportunity employer. Race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability and veteran status play no part in hiring decisions.