About us
First Rate is a fast-growing, innovative financial technology, and service provider to the wealth management industry. With offices located around the world, we pride ourselves on cultivating new opportunities for team members to experience different cultures and workplaces/space. Headquartered in Arlington, Texas (yes we can see the Cowboys Stadium right across the highway), we employ more than 100 team members, and have been historically recognized as top place to work.
Job Description
The Billing Specialist will be responsible for managing the billing and accounts receivable processes using NetSuite for billing and accounting, as well as Salesforce for CRM purposes. The Specialist will be responsible for processing billing information, invoicing customers, maintaining client contacts, collaborating with managing directors and business leaders, reviewing AR reports, managing overdue AR, and customer collections. This role requires strong attention to detail, excellent communication skills, and the ability to work effectively in a fast-paced environment.
TACTICAL WORK
1. Responsible for supporting the billing function and to facilitate the timely billing and collection of fees for services.
2. Accountable for document preparation, creation, maintenance, and analyzing excel spreadsheets, billing and administrative functions.
3. Client Contact: Interact with clients to address billing inquiries, resolve disputes, and provide exceptional customer service.
4. Collaboration: Work closely with managing directors and business leaders to understand project requirements, pricing agreements, and contract terms.
5. Billing Processing: Generate and process accurate and timely customer invoices using NetSuite, ensuring adherence to contract terms and pricing agreements.
6. AR Reporting: Prepare and analyze accounts receivable reports, aging summaries, and collections activities to identify delinquent accounts and initiate appropriate actions.
7. Project Billing: Collaborate with project managers to accurately bill customers for time and materials, milestones, or other project-related expenses.
8. Contract Management: Assist in contract administration tasks, including contract renewals, amendments, and ensuring compliance with legal and regulatory requirements.
9. System Maintenance: Maintain accurate customer records, contract documentation, and pricing structures in NetSuite and Salesforce.
10. Process Improvement: Continuously evaluate and enhance billing and AR processes to increase efficiency, accuracy, and overall effectiveness.
11. Provide various forms of analysis including financial and exception reporting as well as ad hoc reporting for management.
Qualifications:
We value relationships and flexibility; candidates must be open to a hybrid work schedule in the Arlington, TX office.
Bachelor's degree in finance, accounting, or a related field preferred.
Previous experience (5+ years) in billing, accounts receivable, or contract administration within a SaaS or professional services company required.
Strong knowledge of NetSuite for billing and accounting functions preferred.
Proficiency in Salesforce or other CRM systems preferred.
Excellent attention to detail and strong analytical skills.
Effective communication skills, both written and verbal, with the ability to interact professionally with clients and internal stakeholders.
Ability to manage multiple tasks and prioritize responsibilities in a fast-paced environment.
Problem-solving mindset with the ability to identify and resolve issues proactively.
Strong organizational and time management skills.
Experience with financial reporting and analysis is a plus.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Experience level:
Physical setting:
Schedule:
Supplemental pay types:
Application Question(s):
- Are you willing to undergo a background check?
- Are you willing to work in a hybrid setting inclusive of 3 days in office per week?
Experience:
- Accounts receivable, Billing or contract administration: 5 years (Preferred)
Ability to Relocate:
- Arlington, TX 76006: Relocate before starting work (Required)
Work Location: Hybrid remote in Arlington, TX 76006