Client Services & Billing Specialist

WTW

Posted 2 days ago, valid for 12 days

Boston, MA, US

$65,000 - $70,000 per year

Full Time

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Sonic Summary

The role involves creating and managing client project records across various systems, including CRM and accounting.
Responsibilities include preparing, adjusting, and finalizing invoices for timely delivery, as well as supporting financial coordination with Project Managers.
The position requires maintaining organized electronic records and ensuring compliance with client contracts during the billing process.
Candidates should have at least 3 years of relevant experience and will be compensated with a salary of $60,000 to $70,000 per year.
This fully remote position reports to the Client Services Team Lead and includes contributions to special projects that enhance operations.

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.

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