Reviews client contracts and fee schedules, configures billing items and GL revenue routing, processes billing requests, reconciles revenue accounts, supports month-end close, maintains audit documentation, and coordinates with Sales, Implementation, Client Services, and Accounting to ensure accurate billing and revenue recognition.

The Collections Specialist conducts funding reconciliations, identifies overdue plan sponsor balances, manages collections tracking, and performs outreach to recover funds. Responsibilities include negotiating payment plans, documenting collection activities, updating management, supporting reconciliation work, maintaining procedures, and escalating issues. The role requires strong communication, negotiation, Excel, analytical, critical-thinking, and record-keeping skills, along with accounting, collections, or audit experience.