Billing Process Manager

3 weeks ago


New York, New York, United States Vestwell Full time

Vestwell is transforming the financial landscape with innovative solutions for retirement, education, and healthcare savings. As a key member of our Billing team, you will play a vital role in delivering exceptional service and driving business growth. With a strong focus on collaboration and innovation, Vestwell offers a unique opportunity to make a meaningful impact.

Job Summary

In this critical role, you will manage customer profiles, prepare invoices, and monitor accounts receivable to ensure seamless billing operations. You will work closely with clients, partners, and internal teams to resolve issues, facilitate timely payments, and contribute to financial reporting and process improvements.

Main Responsibilities
  • Manage customer profiles in internal systems to ensure accurate and up-to-date information.
  • Prepare and distribute invoices and statements, ensuring high levels of accuracy and timeliness.
  • Monitor accounts receivable, track outstanding payments, and provide support for collections to minimize delays.
  • Contribute to financial reporting and process improvements to drive business success.
  • Collaborate with team members to address customer inquiries and resolve billing issues efficiently.
Essential Qualifications
  • Bachelor's degree in Finance, Accounting, or a related field.
  • 0 - 1 years of experience in billing, accounts receivable, or finance operations.
  • Proficiency in Excel; familiarity with billing is highly valued.
  • Strong communication skills, attention to detail, and a willingness to learn and adapt.
  • Ability to work collaboratively in a team environment and prioritize multiple tasks effectively.
About Vestwell

Vestwell offers a competitive salary range of $65,000 - $80,000 per year, along with opportunities for growth, career development, and professional networking in a dynamic and supportive work environment. Our employees enjoy a generous vacation package, comprehensive health coverage, and a great 401(k) plan.



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