AR/Billing Specialist, Sr - Referral Model

The AR/Billing Specialist, Sr is a critical role within the Accounts Receivable function and responsible for reviewing transactions associated with the Referral Model business unit to ensure we have everything to close out a real estate transaction. This is accomplished through case management and customer interactions, both external and internal. The ideal candidate is solution orientated and enjoys working through different problems to find the best answer. This candidate will work under the supervision of the Billing Manager, and will be responsible for communicating with customers regarding billing while using billing and cash management systems.

Duties & Responsibilities:

•Manage accounting support cases, responding to internal and external questions about customer billing and payments.

•Reach out to customers via phone and email in order to clarify and inquire about overdue invoices.

•Answer customer inquiries about calculating payment owed and the process of sending payment.

•Review closing statements to ensure billing accuracy and update invoices as necessary.

•Apply payments to invoices.

•Suggest process improvements based on customer interactions.

•Work collaboratively with various departments including Broker Success and Broker Support to engage with customers and address outstanding issues surrounding referral fee transactions and ensure resolution in a timely manner.

•Responsible for overseeing transactional activity for high-volume, high revenue-generating brokerages to provide white glove treatment.

•Field questions from the rest of the team regarding transactions and assess whether or not further escalation is needed to management.

•Provides and oversees training for new hires joining the team.

•Ad hoc projects as assigned and other duties as assigned by management.

Education/Experience:

•3-5 years of experience in Collections, Accounts Receivable, or Customer Support

•Knowledge of cloud-based ERP and billing systems (i.e. Salesforce, Oracle Cloud)

•QuickBooks experience preferred

•Knowledge working with Google Sheets

•General math skills, ability to resolve issues through math

•Ability to work independently and as part of a team

•Strong organizational skills with great attention to detail and accuracy

•Ability to coordinate multiple tasks concurrently and to meet deadlines

•Excellent written and verbal communication skills with internal and external customers

•Initiative, flexibility, and willingness to adapt to change