Financial Operations Specialist

21 hours ago


Denver, Colorado, United States Creative Financial Staffing Full time
Billing Specialist Role Overview

We're seeking a skilled Billing Specialist to join our team in Downtown Denver. As a Billing Specialist, you will play a pivotal role in our company's growth by ensuring a smooth onboarding experience for new customers, expertly managing billing processes, and collaborating with various departments, including sales, operations, and product teams.

Key Responsibilities:

  • Lead the onboarding process for new customers, ensuring seamless integration onto our platform.
  • Manage new customer setup, guiding them through each step with clarity and professionalism.
  • Take ownership of the full-cycle billing reconciliation process, including direct interaction with customers and vendors.
  • Collaborate with the sales, operations, and product teams to optimize customer experiences and billing accuracy.
  • Maintain and refine billing policies and procedures to support our growth strategy.
  • Provide weekly and ad hoc reporting as needed by management.
  • Continuously identify and implement opportunities for process improvement.
  • Support other duties and special projects as assigned.

Requirements:

  • Bachelor's degree in finance, accounting, or a related field (or equivalent work experience).
  • Proven experience in customer onboarding, billing, invoicing, or financial analysis.
  • Strong proficiency in Microsoft Excel and billing software/systems; experience with NetSuite is a plus.
  • Exceptional analytical and problem-solving skills with attention to detail and accuracy.
  • Ability to work both independently and as part of a team.
  • Experience in SaaS and/or trucking/transportation industries is highly desirable.

What We Offer:

  • Comprehensive health, dental, and vision insurance.
  • 401(k) retirement plan with company match.
  • Company-paid life and short-term disability insurance.
  • Company-paid parking or RTD pass.
  • Tuition assistance and a product & services discount program.
  • Work in a modern downtown Denver office with daily coffee, tea, drinks, and snacks.

This Billing Specialist role offers an exciting opportunity to contribute to customer success and billing operations in a forward-thinking environment. Please note that all applicants must pass a criminal background check. This is an on-site position in Downtown Denver-local applicants only.



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