The Role
Process payments, refunds, credits, adjustments, and billing corrections; review invoices, subscriptions, balances, and payment histories; follow up on overdue accounts; resolve declined payments and billing issues; support disputes and chargebacks; audit accounts across HubSpot, Recurly, and Stripe; and communicate professionally with clients regarding billing matters.
Summary Generated by Built In
Job
Description
Anderson Global is seeking a dependable, detail-oriented Billing Specialist to join our global finance operations team.
Anderson Global is an international professional services platform supporting entrepreneurs, businesses, fund managers, investors and private clients across multiple jurisdictions. The team provides integrated corporate, fund, accounting, tax, legal, compliance and advisory services through local specialists connected across international markets. Our professionals collaborate across jurisdictions, working on cross-border engagements for clients worldwide.
The Billing Specialist is responsible for maintaining accurate client accounts, processing payments, resolving billing issues, supporting collections activities, and ensuring a professional and seamless billing experience for clients across our international platform. This role requires strong attention to detail, excellent follow-through, and the ability to communicate effectively with clients and internal stakeholders in a fast-paced, service-oriented environment.
We are looking for someone who is highly organized, comfortable working across multiple systems, capable of managing competing priorities, and confident discussing account balances, billing inquiries, and payment matters with professionalism and discretion.
What You’ll Do
- Process credit card and ACH payments
- Review and follow up on past-due accounts
- Work declined payments and assist clients with updating payment methods
- Process refunds, credits, adjustments, and billing corrections
- Review invoices, subscriptions, balances, and payment history for accuracy
- Conduct account audits across HubSpot, Recurly, and Stripe
- Handle incoming and outbound client calls, emails, and text communications regarding billing questions, payment needs, and outstanding balances
- Maintain clear and accurate account notes and documentation
- Assist with disputes and chargebacks by gathering supporting documentation
- Identify billing discrepancies, system issues, and recurring account problems
- Follow established billing workflows, procedures, and documentation standards
Schedule & Client Communication Expectations
This is a full-time, client-facing position with a required schedule of Monday through Friday, 8:00 AM to 5:00 PM, including one scheduled one-hour lunch.
Regular participation in both incoming and outbound client calls is required for this role. The Billing Specialist is expected to remain available during scheduled working hours and actively support client communication needs throughout the day.
Systems You’ll Work In
- HubSpot for client records, tasks, workflows, and account communication
- Recurly for subscription billing, invoices, account balances, and payment activity
- Stripe for payment processing and transaction activity
- Experience with these specific systems is a plus, but we are also open to candidates with strong experience in similar CRM, billing, or payment platforms.
About Anderson Global
Anderson Global is an international professional services platform providing integrated tax, legal, valuation, global mobility, corporate, accounting, advisory, and related services to clients operating across multiple jurisdictions. Through a collaborative network of member firms and collaborating firms, our professionals deliver coordinated solutions that help clients navigate complex cross-border business challenges.
Our culture is built on collaboration, accountability, excellence, and client service. We value professionals who take initiative, embrace continuous learning, and contribute to a high-performing global team dedicated to delivering outstanding results for clients around the world.
Requirements
What We’re Looking For
- Strong attention to detail
- Excellent organization and follow-through
- Strong written and verbal communication skills
- Comfortable handling a consistent volume of incoming and outbound client calls and discussing payments, balances, and account concerns professionally
- Ability to manage multiple priorities and deadlines
- Strong problem-solving skills
- Ability to work independently and as part of a team
- Comfortable learning and using multiple software systems
- Previous experience in billing, accounts receivable, collections, bookkeeping, customer service, or financial operations preferred
- Experience with HubSpot, Recurly, Stripe, or similar systems is a plus
What Success Looks Like
Success in this role means maintaining accurate client billing records, consistently completing and documenting follow-up activities, resolving billing issues efficiently, and delivering exceptional client service through clear and professional communication. The Billing Specialist plays a critical role in supporting the firm's financial operations, client experience, and overall service excellence. This position requires a proactive professional who takes ownership of responsibilities, demonstrates sound judgment, and follows issues through to successful resolution.
Skills Required
- Strong attention to detail
- Excellent organization and follow-through
- Strong written and verbal communication skills
- Ability to handle consistent incoming and outbound client calls
- Ability to discuss payments, balances, and account concerns professionally
- Ability to manage multiple priorities and deadlines
- Strong problem-solving skills
- Ability to work independently and as part of a team
- Comfort learning and using multiple software systems
- Previous experience in billing, accounts receivable, collections, bookkeeping, customer service, or financial operations
- Experience with HubSpot, Recurly, Stripe, or similar systems
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The Company
What We Do
Anderson Global is an international corporate and fund services provider with a worldwide team of over 600 professionals. The company helps leading entrepreneurs and investors build their businesses from the ground up, creating a foundation for strategic and sustainable growth. Operating from 15 offices across the United States, the Cayman Islands, Europe, Asia, and the Middle East, they provide an extensive global platform for corporate services.
