Billing and Collections Specialist
Part-Time 20 hours per week
Schedule: 9:00 AM - 1:00 PM PST
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About the Role
We are seeking a Billing and Collections Specialist to manage our invoicing, payment tracking, and collections processes with accuracy and professionalism. The ideal candidate is detail-oriented, highly organized, and skilled in maintaining positive client relationships while ensuring timely collections and accurate financial reporting.
Key Responsibilities
Generate and send invoices through QuickBooks, ensuring all details are accurate and complete.
Track payments and manage customer collections by sending reminders and following up on outstanding balances.
Maintain and update financial records and payment statuses in HubSpot.
Reconcile accounts, process refunds, and investigate or resolve billing discrepancies.
Collaborate with internal teams to ensure smooth billing operations and effective client communication.
Prepare and present regular reports on collections, outstanding invoices, and account statuses.
Qualifications & Skills
Experience with Basecamp and QuickBooks
Strong understanding of invoicing and collections processes
Excellent written and verbal communication skills for customer follow-ups
High attention to detail and accuracy in financial record reconciliation
Proficiency in Excel/Google Sheets for financial tracking and reporting
Ability to work independently, prioritize tasks, and meet deadlines
Strong follow-up skills and professional communication
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