Billing & Payments Implementation Consultant

This is a fully remote position, open to applicants in Illinois, +1 more state.

📋 Description

• Oversee the complete process of Billing and Payments implementations: collect customer requirements, provide guidance on financial workflows, configure solutions, and act as the financial operations subject matter expert throughout the go-live phase, including journal entry setup, reporting needs, and reconciliation.

• Manage comprehensive accounting integrations with clients: establish data flows, configuration specifications, and the effects on downstream financial reporting.

• Anticipate and address billing concerns that may impact revenue accuracy, financial reporting, or customer trust. Raise high-risk issues with a clear context, financial implications, and a suggested course of action.

• Promote adoption by ensuring customers comprehend not only how to utilize Billing but also how it aligns with their financial and operational objectives. Serve as a trusted advisor to Finance, Accounting, and Operations stakeholders via Zoom, email, phone, and occasional in-person visits.

• Occasionally act as the Billing subject matter expert during sales demonstrations, and assist in customer discovery both prior to and following the close to verify alignment and identify any gaps that must be addressed for successful implementation.

• Collaborate with Product and Engineering teams to identify functionality gaps, edge cases, and scalability requirements from actual implementations, and suggest solutions rather than merely highlighting issues.

• Evaluate implementation results to detect trends, enhance repeatability, and continuously improve best practices over time. Maintain up-to-date implementation documentation, customer records, and project status in CRM and project management tools, ensuring that another team member could follow your process in your absence.

⛳️ Requirements

• Minimum of 3 years of combined experience in accounting, finance, billing, accounts receivable, financial operations, software implementation, customer success, or related areas.

• Proven experience in directly collaborating with customers to implement or support complex billing, payments, ERP, or financial operations software.

• Proficient in analyzing accounting and billing data, identifying discrepancies, and independently resolving issues across workflows, configurations, and financial reports.

• Solid understanding of debits, credits, journal entries, and financial reconciliation processes.

• Strong project management capabilities: scoping, timelines, risk assessment, and managing cross-functional dependencies.

• Comprehensive understanding of billing and accounting principles: invoicing, credits, payments, accounts receivable aging, adjustments, and reconciliations.

• Proven ability to work effectively in environments where processes and requirements may not be fully established.

• Comfortable collaborating across functions with Product, Engineering, Customer Success, Support, and Operations teams.

• Willingness to travel up to 10% based on customer and business needs.

• Bachelor’s degree or equivalent experience.

• **Preferred**

• Experience with ERP or accounting systems (e.g., QuickBooks, Sage Intacct, NetSuite, or similar).

• Background in senior living, healthcare, fintech, ERP, or revenue cycle management.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health benefits including medical, dental, and vision.

• Flexible working hours and remote work options.

• Opportunities for professional development and career advancement.

• A supportive and inclusive company culture.