Our mission is to unlock the full potential of private markets. Privately owned assets like commercial real estate, private equity, and venture capital make up half of our financial ecosystem yet remain inaccessible to most people. We are digitizing these markets, and as a result, bringing efficiency, transparency, and access to one of the most productive corners of our financial ecosystem. If you care about making the world a better place by making markets work better through technology – all while contributing as a member of a values-driven organization – we want to hear from you.
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have a physical office in San Francisco, New York City, and Bangalore for employees who prefer to work in an office some or all of the time.
Juniper Square is seeking a Billing and Collections Specialist to play a critical role within our accounting team as we continue to grow and scale. This position reports directly to the Billing Manager and offers an exciting opportunity to take full ownership of the billing and accounts receivable functions.
As a Billing and Collections Specialist, you will utilize your expertise to manage client billing, resolve account discrepancies, and maintain strong customer relationships. You’ll also collaborate with the Billing Manager to identify opportunities for process improvements and contribute to automation initiatives aimed at increasing efficiency and accuracy.
Own the billing process for clients, ensuring accurate invoicing based on contract terms.
Handle accounts receivable, managing the collections process, and working with customers to resolve outstanding balances.
Maintain and update customer billing details in the system, ensuring accuracy.
Work closely with cross-functional teams, including Fund Accounting and Customer Success, to resolve billing and payment issues.
Assist the Billing Manager in streamlining processes and supporting automation efforts.
Participate in month-end close processes, providing support with reconciliations and accounts receivable analysis.
Address billing-related inquiries from both internal and external stakeholders promptly and professionally.
Drive continuous improvement by identifying inefficiencies and suggesting solutions to enhance the billing workflow.
2+ years of professional experience in a customer-facing role, such as customer service, account management, or project coordination, or 2+ years of experience in a billing or billing-related role.
Proven proficiency with Excel and Google Sheets.
Ability to proactively identify and resolve discrepancies in billing data with minimal supervision.
Strong verbal and written communication skills.
Meticulous attention to detail and a structured, methodical approach to problem-solving.
Ability to adapt to evolving client contract terms and internal processes.
Ability to quickly analyze information and make sound decisions in response to time-sensitive billing inquiries.
Experience with Zone Billing, NetSuite and Salesforce is a plus.
At Juniper Square, we believe building a diverse workforce and an inclusive culture makes us a better company. If you think this job sounds like a fit, we encourage you to apply even if you don’t meet all the qualifications.
Benefits
Health, dental, and vision care for you and your family
Life insurance
Mental wellness programs
Meal vouchers
Industry-leading vacation package in addition to national holidays
Paid family leave, medical leave, and bereavement leave policies
Retirement saving plans
Monthly internet reimbursement
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Our mission is to unlock the full potential of private markets.
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