Senior Billing Specialist

Posted Yesterday
Be an Early Applicant
Hiring Remotely in United States
Remote
60K-83K Annually
Senior level
Fintech • Real Estate • Software
The Role
Manage complex billing operations: review contracts, process invoices and credit memos, supervise invoice accuracy, perform daily cash application, handle collections follow-up, monitor AR aging, support process improvements, train teammates on Zone workflows, and collaborate cross-functionally during peak billing cycles.
Summary Generated by Built In
About Juniper Square

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.

Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!

Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.

About your role

As Juniper Square continues to expand, our billing complexity has intensified, driven by a tripling of transaction and invoice volumes over the last 18 months. We are seeking a Senior Billing Specialist to join our team and help navigate this increased scale. In this hands-on role reporting directly to the Billing & Collections Manager, you will collaborate closely with team members to ensure invoice accuracy, manage daily cash application, and provide guidance on invoice processing within Zone.

 
What you’ll do
  • Review customer contracts and correspondence, interpreting ambiguous contract language to determine correct billing treatment

  • Process invoices and credit memos for complex or non-standard billing scenarios

  • Guide and support teammates on invoice processing workflows within Zone

  • Review invoices processed by the team for accuracy before sending out to customers

  • Respond to customer billing inquiries via email, researching and providing accurate answers in a timely manner

  • Perform daily cash application: match incoming customer payments to invoices and post accordingly

  • Own follow-up on past-due accounts, coordinating escalations with Fund Admin/CX as needed

  • Monitor AR aging and flag at-risk balances to the Billing & Collections Manager

  • Play a key role in ongoing process improvements and workflow refinement within Zone (project-based work)

  • Manage increased workload during peak Fund Admin billing cycles (December, March, June, September)

  • Partner cross-functionally with Deal Desk on contract structuring, and with Fund Admin/CX on billing and collections

  • Comfortable using AI tools to improve productivity and efficiency across billing, cash application, and reporting workflows

 
Qualifications
  • At least 4 years of professional billing experience, particularly with intricate billing scenarios

  • Proven capability to analyze vague contract terms and determine precise billing consequences

  • Practical familiarity with Zone or equivalent NetSuite-native billing software, including the ability to train and guide team members

  • Proficiency in cash and payment applications, including matching and posting customer payments against invoices

  • Familiarity with Salesforce for navigating and extracting contract, account, and opportunity details

  • Adept at utilizing AI productivity tools (such as ChatGPT and Claude) to enhance daily workflows

  • Background in collections is advantageous, though the primary emphasis remains on billing mastery

  • Collaborative mindset with a strong emphasis on teamwork; comfortable guiding colleagues on workflows without needing a formal title

  • Strong interpersonal skills to interact with cross-functional internal stakeholders and a proactive approach to asking clarifying questions

  • Prior background in the Services and SaaS sectors is preferred.

  • Highly resourceful with the capability to independently investigate and resolve questions when details are scarce.

  • Thrives and operates effectively within a high-speed, dynamic workplace.

  • Advanced proficiency in Excel, particularly utilizing calculations from the Fund Admin team, is a distinct plus.

 
Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $60,000 - $83,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

 

Benefits include:

  • Health, dental, and vision care for you and your family

  • Life insurance

  • Mental wellness coverage

  • Fertility and growing family support

  • Flex Time Off in addition to company-paid holidays

  • Paid family leave, medical leave, and bereavement leave policies

  • Retirement saving plans

  • Allowance to customize your work and technology setup at home

  • Annual professional development stipend

Your recruiter can provide additional details about compensation and benefits.

#Juniper-US

Skills Required

  • At least 4 years of professional billing experience
  • Ability to analyze ambiguous contract terms and determine billing treatment
  • Practical familiarity with Zone or equivalent NetSuite-native billing software and ability to train teammates
  • Proficiency in cash and payment application, matching and posting customer payments
  • Familiarity with Salesforce for extracting contract, account, and opportunity details
  • Adept at utilizing AI productivity tools (such as ChatGPT and Claude) to enhance workflows
  • Background in collections
  • Collaborative mindset and ability to guide colleagues on workflows
  • Strong interpersonal skills and proactive problem-solving
  • Prior background in Services and SaaS sectors
  • Highly resourceful with independent investigative skills when details are scarce
  • Thrives in a high-speed, dynamic workplace
  • Advanced proficiency in Excel

Juniper Square Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Juniper Square and has not been reviewed or approved by Juniper Square.

  • Parental & Family Support Paid parental and family leave is frequently characterized as generous, with structured return‑to‑work support referenced. Feedback suggests family‑forming and caregiver supports are a notable strength.
  • Leave & Time Off Breadth Unlimited PTO alongside paid holidays and sick time is consistently highlighted. Team practices like no‑meeting days and flexible scheduling further support time away.
  • Wellbeing & Lifestyle Benefits A digital‑first, remote‑friendly setup is reinforced by home‑office stipends, setup reimbursements, and expanded mental‑health support. Feedback suggests these perks materially improve daily work flexibility and wellbeing.

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The Company
HQ: San Francisco, CA
217 Employees
Year Founded: 2014

What We Do

At Juniper Square, we work hard every day to set the bar high in the work we do. We bring out the very best in each other without sacrificing kindness, quality, and the willingness to learn. You will see that every function and team is given respect here, because when any one of us wins, we all win. We bring a beginner’s mind to our work, not ego—enabling learning and creative and critical thinking. Some people talk about transparency, but here we treat you like the owner that you are: We share knowledge and information with all our employees, knowing that informed teams are successful teams (and happy ones too).

Why Work With Us

Our vision is to make the world’s private capital markets more efficient, transparent, and accessible through financial technology. We have an opportunity to transform an enormous and important industry, and we feel lucky to be working with the most talented, kindest, and most ambitious colleagues of our careers. Come join us!

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