Client Billing Specialist

Posted 6 Days Ago
Be an Early Applicant
Irving, TX
1-3 Years Experience
Real Estate • Software
The Role
The Client Billing Specialist is responsible for accurately billing trade customer balances, managing disputes, and performing account reconciliations. They ensure positive client interactions with the accounting team while handling invoice generation, data maintenance, and accounts receivable management using systems like Intacct ERP and Salesforce.
Summary Generated by Built In

Client Billing Specialist

Location: Hybrid / Remote / Irving, TX

FLSA Status: Non-exempt

Reporting to the VP Business Systems and Internal IT, the Client Billing Specialist is responsible for the billing of trade customer balances, dispute management, and account reconciliations. The Client Billing Specialist takes a client service approach to ensuring customers experience positive interactions with the Grace Hill accounting team. In addition, the Client Billing Specialist will interact with external customers and internal personnel including Finance/Legal, Sales Managers, Customer Service, and Implementation Services. The Client Billing Specialist is regarded as an expert in providing solutions to obstacles typically encountered in the overall order-to-cash process.

 

Responsibilities:

  • Generate complete and accurate invoices to our client base - recurring billings, one-time billings, and variable invoicing based on volume drivers
  • Data validation and maintenance Intacct ERP system and SFDC: billing contact, special invoicing, sales tax withholding data, etc
  • Generate invoice reprints and customer statements
  • Meet billing deadlines, with continual process improvements to improve the efficiency and accuracy of volume billing initiatives
  • Perform monthly revenue roll-forward reconciliations
  • Monitor customer account details for non-payments, delayed payments and other irregularities
  • Maintain accounts receivable customer files and records
  • Perform AR adjustment entries
  • Monitors and resolves accounts receivable cases, using a SalesForce case management tool

 

Qualifications:

  • High school diploma or GED required, college degree preferred
  • A minimum of 2 years of accounts receivable and general accounting experience with invoicing responsibility in a SaaS model preferred
  • Knowledge of office administration and procedures required
  • Knowledge of general bookkeeping procedures and accounting systems required
  • Advanced knowledge of Microsoft Excel and Word required 
  • Solid written and oral communication skills required
  • Customer service experience desired
  • Experience in a highly data-driven, SaaS environment is a plus
  • Experience navigating SalesForce, Intacct, and Chargebee preferred

About Grace Hill

Grace Hill provides industry-leading SaaS technology solutions designed to make a positive impact in real estate and improve the lives of people where they work and live. Harnessing years of real estate experience and the understanding that people are better together, Grace Hill helps owners and operators increase property performance, reduce operating risk and grow top talent. More than 500,000 professionals from over 1,700 companies rely on Grace Hill’s talent performance solutions covering policy, training, assessment, survey, and data-driven insights. Visit us at gracehill.com or on LinkedIn.


 

The Company
HQ: Greenville, SC
248 Employees
On-site Workplace
Year Founded: 1998

What We Do

Grace Hill provides industry-leading SaaS technology solutions designed to make a positive impact in real estate and improve the lives of people where they work and live. Harnessing years of real estate experience and the understanding that people are better together, Grace Hill helps owners and operators increase property performance, reduce operating risk and grow top talent. More than 500,000 professionals from over 1,700 companies rely on Grace Hill’s talent performance solutions covering policy, training, assessment, survey, and data-driven insights. Visit us at gracehill.com.

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