Client Services & Billing Specialist

The Role

• Project Setup: Create and manage client project records across CRM, accounting, and planning systems.
• Billing & Invoicing: Prepare, adjust, and finalize invoices for timely delivery via email or client e‑billing platforms.
• Financial Coordination: Partner with Project Managers to support reporting and budget oversight.
• Record Management: Maintain organized electronic records and supporting documentation.
• Compliance: Ensure billing aligns with client contracts and secure approvals for adjustments.
• Issue Resolution: Troubleshoot billing challenges and collaborate with finance teams on complex matters.
• Accounts Receivable Support: Liaise with collections and reconcile discrepancies across systems (Oracle, Dynamics, Mavenlink, etc.).
• Vendor Invoice Processing: Perform three‑way matching invoices, purchase orders, and expense documents.
• Special Projects: Contribute to ad hoc initiatives that strengthen operations.
• This position reports to Client Services Team Lead.
• This position is fully remote.