We are looking for a Billing Specialist (100% remote) preferably Central Time
Who We Are
Docupace Technologies is an award-winning technology company built for the financial services and wealth management industry. For over 20 years, we have dedicated our resources to solving some of the most frustrating and time-consuming problems faced daily by advisors, broker-dealers, and RIAs.
Our team is built from a diverse set of talents: software developers, technology leaders, professional services delivery, and client services geniuses that all come together to make us the leader in digitizing and automating document management, transactions, workflow integrations, and API's.
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Summary of Position:The billing specialist will own our recurring revenue billing function within the finance and accounting team at Docupace. This position is responsible for performing recurring revenue invoicing, responding to client billing questions, and assisting with cash applications. You will partner with all members of the finance team, as well as work with sales and customer service.
Essential Duties/Responsibilities:
- Create and send out invoices for 300+ clients every month
- Ensure that revenue is recognized in the proper period while invoicing
- Address and solve client questions and invoice/account issues
- Work with senior revenue accountant to ensure terms of the contracts are properly reflected in the invoices
- Assist with cash applications across multiple payment processes
- Participate in the implementation of an automated solution to streamline our cash application process
- Assist as needed during our annual financial statement audit
Minimum Education/Experience Required:
- Bachelor’s degree or higher, or relevant business experience is required
- 2+ years of experience working in a billing specialist or related role
- Experience with Sage Intacct preferred
- Experience with Versapay preferred
Knowledge, Skills, and Abilities:
- Excellent understanding of the invoicing, receivables, and collections processes
- Strong ability to read and interpret complex contracts in financial terms
- A proactive approach to work, attention to detail, initiative, and enthusiasm
- Proficient with data analysis, critical thinking, and problem-solving
- Excellent communication skills both written and verbal, and interpersonal skills
- Proficiency in Microsoft Office and various business software (e.g. ERP, CRM)
Physical Demands and Working Conditions:
- Sit – Frequent
- Stand- Occasional
- Walk - Frequently
- Lift/Carry 0-20 pounds – Occasional
- Lift/Carry over 0-20 pounds - Occasional
- Kneel/crouch, bend, and /or stoop repeatedly – Occasional
Travel: Estimated % of the time required to travel – 10% or less (post-pandemic)
Reasonable Accommodations:
Applicants and employees who require a reasonable accommodation to complete the duties and responsibilities described above should notify Human Resources.
Disclaimer:
The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this fiction. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Additionally, this document is not an employment contract. The company reserves the right to modify job duties or job descriptions at any time.
Docupace is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All
employment decisions at Docupace are based on business needs, job requirements, and individual qualifications, without regard to age, race, color, religion or belief, gender, sexual orientation, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.
