IRA Financial · 20 hours ago
Billing & Collections Specialist
IRA Financial is seeking a Billing & Collections Specialist to contribute to the operational success of their billing department. The role involves processing billing invoices, ensuring timely payment collections, and resolving discrepancies while maintaining comprehensive billing records.
Financial ServicesFinTech
Responsibilities
Generate and distribute accurate billing invoices to clients in a timely manner
Address billing inquiries and concerns from clients in a professional and timely manner
Reconcile billing statements and resolve any discrepancies or issues
Maintain organized and up-to-date billing records, including invoices, payments, and customer information
Ensure compliance with company billing policies, as well as local, state, and federal regulations
Contact clients with overdue accounts via phone, email, or mail to negotiate payment arrangements and facilitate debt resolution
Negotiate payment plans and settlements with clients based on their financial situations and organizational policies
Identify opportunities for process improvements and efficiency in billing process and procedures
Maintain up-to-date knowledge of IRA rules and regulations
Work closely with internal teams to ensure seamless experience for clients and support overall business objectives
Other tasks as assigned by management
Qualification
Required
Bachelor's degree in business, finance, accounting, or a related field (or equivalent work experience)
Previous experience in billing, accounting, or finance is a plus
Commitment to delivering exceptional customer service
Strong verbal and written communication skills
Excellent attention to detail and accuracy
Ability to prioritize tasks and manage time effectively
Ability to work independently and collaboratively in a team environment
Preferred
Previous experience with Salesforce and/or Net Suites preferred, not required
Benefits
Health, Dental, Vision Insurance
401(k) Employer Contribution of 4%
Paid Time Off and Volunteer Time Off
Parental Leave
Paid 30 Minute Lunch
Catered lunch every Monday
Monthly 15-minute massage
Company
IRA Financial
IRA Financial is a leading public trust company specializing in self-directed retirement solutions.
Funding
Current Stage
Growth StageTotal Funding
$2.3M2019-12-19Series Unknown· $2.3M
Recent News
Company data provided by crunchbase