Strategic Finance, Partnerships
•OpenAIHybrid· 6h
💰 Finance⏰ Full-time📈 Mid Level💰 $234k-260k🇺🇸 San Francisco, USA
6h ago
Included Health·about 12 hours ago
Included Health is seeking a Billing Specialist to support our accounts receivable team with a primary focus on routine billing, payment application, credit support, collections follow-up, client account reconciliations, and ad hoc requests. This role is designed to be responsible for recurring operational work and accounting functions while escalating more complex customer scenarios.
The Billing Specialist will help ensure invoices are generated accurately and on time, payments are applied correctly and promptly, open balances are researched and followed up on, and customer accounts are maintained with a high level of accuracy and responsiveness. This role is well suited for someone with early-career experience in billing, accounting, or accounts receivable who is detail-oriented, organized, and comfortable building cross functional relationships and working across multiple systems and spreadsheets efficiently.
Generate routine customer invoices accurately and on time in accordance with contractual terms and established billing schedules.
Perform first-level invoice review to support billing accuracy across standard and recurring customer workflows.
Apply customer payments and credits accurately, and help reduce unapplied cash and open reconciling items.
Monitor customer account balances and perform routine collections follow-up on past-due invoices.
Research basic billing issues, payment discrepancies, and account questions, and escalate more complex issues as needed.
Complete client account reconciliations when needed.
Support credit memo processing and account maintenance activities in a timely and accurate manner.
Coordinate with Customer Success, Revenue Accounting, Rev Ops, Data, and other internal partners to resolve billing blockers and obtain support needed for invoicing and collections follow-through.
Review billing outputs against customer-specific rules, support files, and source data to identify inconsistencies before invoices are sent.
Maintain organized documentation of billing support, customer follow-up, and account activity to support auditability and operational continuity.
Identify recurring issues and contribute to process improvements that strengthen billing timeliness, account accuracy, and collections performance.
Complete ad hoc reporting and project requests as assigned.
Bachelor’s degree in Accounting, Finance, Business, or a related field preferred.
1-3 years of experience in billing, accounts receivable, cash application, collections, or a related finance operations role.
Experience working in a high-volume, detail-sensitive environment with recurring deadlines.
Familiarity with invoice generation, reconciliations, payment application, collections support, and issue resolution.
Strong attention to detail and ability to maintain accuracy in manual and exception-based processes.
Solid written and verbal communication skills, including the ability to follow up professionally with customers and collaborate effectively with internal teams.
Strong organizational skills and ability to manage multiple priorities in a dynamic environment.
Intermediate Excel skills and comfort working across spreadsheets and multiple systems.
ERP experience preferred; Workday experience is a plus.
The base salary range for this full-time position is $22.79 – $29.83 per hour in the United States. This posted range reflects the portion of our internal salary band that is currently funded for new hires in this role across our standard labor markets (Zones A–C).
For context, these markets include Zone A (e.g., Phoenix AZ, San Antonio TX, Columbus OH, Charlotte NC), Zone B (e.g., Chicago IL, Denver CO, San Diego CA, Houston TX), and Zone C (e.g., Los Angeles CA, Seattle WA, Washington, D.C., Boston MA). At this time, we are not budgeting for hires in higher-cost Zone D markets (e.g., San Francisco Bay Area CA, New York City NY, San Jose CA) for this role. Within this range, individual pay is determined by work location, skills, experience, and internal equity. We use structured salary bands and geographic zones based on cost of labor to keep pay fair and consistent.