Senior Billing Specialist

The role

The Senior Billing Specialist will manage invoice accuracy, daily cash application, and invoice processing guidance within Zone. This role involves reviewing customer contracts, responding to billing inquiries, and managing follow-ups on past-due accounts.

What you will do

• Review customer contracts and correspondence to determine billing treatment
• Process invoices and credit memos for complex or non-standard scenarios
• Guide and support teammates on invoice processing workflows within Zone
• Review invoices processed by the team for accuracy
• Respond to customer billing inquiries via email
• Perform daily cash application by matching payments to invoices
• Own follow-up on past-due accounts and coordinate escalations
• Monitor AR aging and flag at-risk balances
• Play a key role in ongoing process improvements and workflow refinement
• Manage increased workload during peak Fund Admin billing cycles

Required 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
• Proficiency in cash and payment applications
• Familiarity with Salesforce
• Adept at utilizing AI productivity tools (such as ChatGPT and Claude)
• Collaborative mindset with a strong emphasis on teamwork
• Strong interpersonal skills
• Highly resourceful with the capability to independently investigate and resolve questions
• Thrives and operates effectively within a high-speed, dynamic workplace

Nice to have

• Background in collections is advantageous
• Prior background in the Services and SaaS sectors is preferred
• Advanced proficiency in Excel is a distinct plus

Benefits

• 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

About the company

Juniper Square is an Operations Partner for private markets that unifies technology, data, and fund administration services. The company is founder-led and employs over 1,000 people.