Billing & Collection Specialist

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Juniper Square

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🏠 Real Estate

☁️ SaaS

💰 $75M Series C on 2019-11

Finance • Real Estate • SaaS

Juniper Square is a company that provides a comprehensive platform and solutions tailored for private investment partnerships. Founded in 2014, the company focuses on enabling seamless connection and communication between General Partners (GPs) and Limited Partners (LPs) throughout the entire investment lifecycle. Juniper Square's technology is purpose-built to support commercial real estate, private equity, and venture capital firms of all sizes. The platform offers services such as fund administration, fundraising, investor management, compliance, and investor reporting, all aimed at enhancing transparency, data governance, and the overall investor experience.

📋 Description

• Review, digest and identify inconsistencies in a variety of customer contracts with multiple products and service types; prepare invoices daily • Ensure invoices are free from error and tie to the terms in the contract • Maintain customer master files including all customer details • Answer billing-related questions from external customers and internal departments • Complete vendor setup forms for new customers as needed • Ensure Service Level Agreements are met; escalate errors and billing issues through designated processes and in a timely manner • Manage collections process and follow up with customers about status of outstanding payment • Work closely with Fund Accounting and Customer Success teams for delinquent accounts • Partner closely with the Deal Desk and Fund Administration teams, asking questions proactively to clarify contract terms and resolve open items • Assist the Billing Manager and Accounting team with special projects as needed • Comfortable using AI tools to support day-to-day billing and collections work, improve productivity, and help catch errors

🎯 Requirements

• At least 1 year of professional experience in a related capacity, preferably in project-related or customer-facing roles • Demonstrated proficiency with Google Sheets and Microsoft Excel • Highly attentive to details with a structured, methodical mindset for solving problems • Excellent written and verbal communication abilities • Self-motivated, independent, and capable of adapting to a fluid, fast-paced setting • Capable of resolving issues, navigating ambiguity, and thinking critically on your feet • Adept at interacting with internal stakeholders across various departments, such as Fund Administration and Deal Desk, including proactively seeking clarification • Skilled at leveraging AI tools within your daily routines to boost productivity and minimize mistakes • Previous experience working with Salesforce, Zone NetSuite, or alternative billing platforms is a distinct plus

🏖️ Benefits

• 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.