About this Opportunity:
As a Senior Billing Specialist, you will work closely with product development as well as internal and external business partners in the creation and implementation of projects surrounding the internally created billing system. The Senior Billing Specialist will work with projects that include both improvements of legacy processes and procedures as well as customization of the billing processes to accommodate the needs of new business partners through mergers and acquisitions. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE.
For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
In this role, you’ll get to:
Act as a subject matter expert for billing
Be the primary contact person on implementation projects determining what development is needed based on knowledge of the system and business needs
Develop project plan for custom billing needs and monitor project progress
Evaluate business processes, anticipate requirements, and help implement solutions
Test newly developed tools and functionality, provide feedback to product development, and communicate findings to other teams
Document, maintain, and implement operating policies and best practices
Act as the lead in internal efficiency projects and process innovation for the Billing team
Provide second tier support and perform cross-checks and approvals
Resolve complex billing related issues
Provide and prepare documents for annual and regulatory audits
Assist in training and education of new Billing team members
We’re looking for talent who:
Has a bachelor’s degree in business or related field
Has a minimum of 3 years of experience within the financial services industry working in Accounting or Billing
Possess prior experience working with the Orion Billing system
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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Salary Range:
$26.95 - $39.57The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Top Skills
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth.
Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses
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Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
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