Virtual Assistant

Virtual Billing Specialist

Looking to hire your next Virtual Billing Specialist? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a cutting-edge staffing agency revolutionizing the way US companies build their teams. Leveraging advanced technology and embracing the power of remote work, we connect SMBs, startups, and firms across the United States with top-tier talent from Latin America. Our platform seamlessly integrates professionals into US business ecosystems, regardless of physical borders. Vintti operates on the principle of a borderless future of work, where skills and expertise trump geographical constraints.

Description

A Virtual Billing Specialist is responsible for managing and processing a company's billing operations remotely, ensuring that all financial transactions are recorded accurately and efficiently. This role involves generating invoices, handling accounts receivable, and addressing any billing discrepancies. Virtual Billing Specialists also communicate with clients and internal teams to resolve any billing-related issues, maintaining high standards of customer service. By leveraging digital tools and software, they streamline billing processes and help organizations maintain financial accuracy and compliance, making them an essential part of any modern business's financial team.

Requirements

- High school diploma or equivalent; associate's or bachelor's degree in finance, accounting, or a related field preferred
- Proven experience as a billing specialist, billing coordinator, or similar role
- Proficiency in billing software and financial databases
- Strong understanding of accounting principles and billing procedures
- Excellent attention to detail and accuracy
- Effective communication skills for engaging with clients and team members
- Strong organizational skills and the ability to manage multiple tasks
- Proficiency in Microsoft Office Suite, particularly Excel
- Ability to handle confidential information with integrity
- Problem-solving skills and ability to resolve billing issues efficiently
- Familiarity with credit card processing and refund procedures
- Experience conducting audits and reconciling accounts
- Ability to work independently and as part of a team
- Strong time management skills and ability to meet deadlines
- Knowledge of company policies and regulatory compliance related to billing

Responsabilities

- Review and verify accuracy of billing data
- Generate and send invoices to clients and customers
- Follow up on outstanding invoices for timely payments
- Coordinate with clients on billing inquiries and disputes
- Maintain records of billing transactions and communications
- Update billing software with new account information
- Prepare and reconcile billing reports for management
- Process credit card payments and refunds
- Conduct periodic audits of billing records
- Collaborate with accounting to resolve billing issues
- Adhere to company billing policies and procedures
- Monitor account balances and identify delinquent accounts
- Perform data entry related to billing and invoicing
- Support month-end and year-end financial closing processes
- Communicate with team members to streamline billing processes

Ideal Candidate

The ideal candidate for the Virtual Billing Specialist role is a meticulous and detail-oriented professional with a proven background in billing, finance, or accounting. They hold at least a high school diploma, though preference is given to those with an associate's or bachelor's degree in a related field. With a strong grasp of accounting principles and billing procedures, this individual is highly proficient in billing software and financial databases. They are adept at managing and prioritizing multiple tasks with impeccable organizational skills and demonstrate exceptional accuracy and attention to detail in all their work. Effective communication is a key strength, enabling them to engage constructively with clients and team members, addressing billing inquiries and resolving disputes efficiently. This candidate excels at maintaining confidentiality and integrity, particularly when handling sensitive financial information. They possess a problem-solving mindset, conducting audits and reconciling accounts with precision, and are skilled in the procedures for credit card processing and refunds. Their proficiency with Microsoft Office Suite, especially Excel, further enhances their capacity to prepare and reconcile detailed billing reports. Adaptable and self-motivated, they exhibit a strong work ethic, a positive attitude, and an innate ability to work both independently and as part of a team. With a keen understanding of company policies and regulatory compliance standards related to billing, they are dedicated to optimizing and streamlining billing operations, consistently meeting deadlines and driving efficiency.

On a typical day, you will...

- Review and verify the accuracy of billing data and invoices
- Generate and send out invoices to clients and customers
- Follow up on outstanding invoices and ensure timely payments
- Coordinate with clients regarding billing inquiries and disputes
- Maintain detailed records of all billing transactions and communications
- Update billing software with new accounts and changes in account information
- Prepare and reconcile billing reports for management review
- Process credit card payments and refunds as required
- Conduct periodic audits of billing records to ensure accuracy and compliance
- Collaborate with the accounting department to resolve billing issues
- Adhere to company policies and procedures regarding billing operations
- Monitor account balances and aging reports to identify delinquent accounts
- Perform data entry tasks related to billing and invoicing
- Provide support for month-end and year-end financial closing processes
- Communicate with team members and other departments to streamline billing processes

What we are looking for

- Detail-oriented and highly accurate
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Proficient in billing software and financial databases
- Adept at managing and prioritizing multiple tasks
- Reliable and self-motivated with a strong work ethic
- High degree of confidentiality and integrity
- Adaptable to changing processes and technologies
- Positive attitude and team-oriented mindset
- Strong organizational and time management skills
- Accountability for personal and team performance
- Keen understanding of accounting principles
- Customer-focused with a service-oriented approach
- Ability to work independently and meet deadlines
- Initiative and ability to propose solutions for efficiency

What you can expect (benefits)

- Competitive salary range: $40,000 - $55,000 annually
- Health, dental, and vision insurance
- 401(k) retirement plan with company match
- Paid time off (PTO) and holidays
- Employee wellness programs
- Flexible work hours
- Remote work opportunities
- Professional development and training opportunities
- Tuition reimbursement programs
- Employee assistance programs
- Life and disability insurance
- Performance bonuses
- Career advancement opportunities
- Collaborative and supportive work environment
- Access to the latest billing software and technology

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