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Billing/Collections Specialist

Filevine

About this role

Billing/Collections Specialist

Role Summary

As a Billing and Collections Analyst at Filevine, you will drive financial health by reconciling complex account activity and resolving payment discrepancies through high-level technical analysis in tools like Salesforce and Intacct. You’ll act as a critical cross-functional liaison, utilizing expert communication to manage delinquent accounts and support the end-to-end cash application and invoicing lifecycle.

What You'll Do

  • Resolve payment issues on delinquent customer account

  • Analyze and reconcile customer account activity

  • Review and resolve customer invoice and payment issues

  • Maintain customer accounts to ensure information is up-to-date

  • Understand the cash application process and act as a backup as needed

  • Understand invoice generation and act as a backup as needed

  • Who You Are

  • Analytical and problem solving

  • Detail oriented

  • Extensive verbal/written communication

  • Effective decision-making and follow-through, ability to effectively communicate process/rules to internal/external customers

  • Technical aptitude

  • Experience with Excel, Intact, and Salesforce a plus

  • At least 1 year of collections experience

Education

  • High school diploma
  • Bachelor’s Degree preferred

Cool Company Benefits:

  • A dynamic, rapidly growing company, focused on helping organizations thrive

  • Medical, Dental, & Vision Insurance (for full-time employees)

  • Competitive & Fair Pay

  • Maternity & paternity leave (for full-time employees)

  • Short & long-term disability

  • Opportunity to learn from a dedicated leadership team

  • Top-of-the-line company swag

  • Privacy Policy Notice

  • Filevine will handle your personal information according to what’s outlined in our Privacy Policy.

  • Communication about this opportunity will come from representatives of Filevine. Other addresses reaching out are not affiliated with Filevine and should not be responded to.

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