Billing/Collections Specialist

Filevine

🇨🇦 Canada | 🇺🇸 United States

On-site

49 months ago

AI
Salesforce
Intacct
Excel

49 months ago

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Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency. Powered byLOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.
Role Summary: As aBilling and Collections Analyst at Filevine, you will drive financial health by reconciling complex account activity and resolving payment discrepancies through high-level technical analysis in tools like Salesforce and Intacct. You’ll act as a critical cross-functional liaison, utilizing expert communication to manage delinquent accounts and support the end-to-end cash application and invoicing lifecycle.

What You'll Do

Resolve payment issues on delinquent customer account
Analyze and reconcile customer account activity
Review and resolve customer invoice and payment issues
Maintain customer accounts to ensure information is up-to-date
Understand the cash application process and act as a backup as needed
Understand invoice generation and act as a backup as needed

Who You Are

Analytical and problem solving
Detail oriented
Extensive verbal/written communication
Effective decision-making and follow-through, ability to effectively communicate process/rules to internal/external customers
Technical aptitude
Experience with Excel, Intact, and Salesforce a plus
At least 1 year of collections experience

Education:

High school diploma
Bachelor’s Degree preferred

Work Location Expectation:This position is based out of ourSan Francisco, Chicago, Salt Lake City or New Yorkoffices. Candidates residing in or near these metro areas are expected to work on a hybrid (2-3 days in-office/week) or fully onsite basis. Cool Company Benefits:- A dynamic, rapidly growing company, focused on helping organizations thrive - Medical, Dental, & Vision Insurance (for full-time employees)- Competitive & Fair Pay- Maternity & paternity leave (for full-time employees)- Short & long-term disability- Opportunity to learn from a dedicated leadership team- Top-of-the-line company swag Privacy Policy NoticeFilevine will handle your personal information according to what’s outlined in our Privacy Policy. Communication about this opportunity, or any open role at Filevine, willonly come from representatives with email addresses using "filevine.com". Other addresses reaching out arenot affiliated with Filevine and should not be responded to. Filevine is an Equal Opportunity Employer. Qualifications for employment, promotion and other terms and conditions of employment are based upon the ability to perform the job. Equal-employment opportunities are provided to all applicants and employees without regard to race, creed, religion, color, age, national origin, sex, disability, veteran status, or other legally protected class. Filevine is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodation due to disability, or if you have concerns related to Filevine’s equal employment opportunities, you may contact us at legal@filevine.com

Billing/Collections Specialist · Filevine

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