Senior 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 customer contracts and correspondence, interpreting ambiguous contract language to determine correct billing treatment • Process invoices and credit memos for complex or non-standard billing scenarios • Guide and support teammates on invoice processing workflows within Zone • Review invoices processed by the team for accuracy before sending out to customers • Respond to customer billing inquiries via email, researching and providing accurate answers in a timely manner • Perform daily cash application: match incoming customer payments to invoices and post accordingly • Own follow-up on past-due accounts, coordinating escalations with Fund Admin/CX as needed • Monitor AR aging and flag at-risk balances to the Billing & Collections Manager • Play a key role in ongoing process improvements and workflow refinement within Zone (project-based work) • Manage increased workload during peak Fund Admin billing cycles (December, March, June, September) • Partner cross-functionally with Deal Desk on contract structuring, and with Fund Admin/CX on billing and collections • Comfortable using AI tools to improve productivity and efficiency across billing, cash application, and reporting workflows

🎯 Requirements

• At least 4 years of professional billing experience, particularly with intricate billing scenarios • Proven capability to analyze vague contract terms and determine precise billing consequences • Practical familiarity with Zone or equivalent NetSuite-native billing software, including the ability to train and guide team members • Proficiency in cash and payment applications, including matching and posting customer payments against invoices • Familiarity with Salesforce for navigating and extracting contract, account, and opportunity details • Adept at utilizing AI productivity tools (such as ChatGPT and Claude) to enhance daily workflows • Background in collections is advantageous, though the primary emphasis remains on billing mastery • Collaborative mindset with a strong emphasis on teamwork; comfortable guiding colleagues on workflows without needing a formal title • Strong interpersonal skills to interact with cross-functional internal stakeholders and a proactive approach to asking clarifying questions • Prior background in the Services and SaaS sectors is preferred. • Highly resourceful with the capability to independently investigate and resolve questions when details are scarce. • Thrives and operates effectively within a high-speed, dynamic workplace. • Advanced proficiency in Excel, particularly utilizing calculations from the Fund Admin team, is a distinct plus.

🏖️ Benefits

• Health, dental, and vision care for you and your family • Life insurance • Mental wellness coverage • Fertility and growing family support • Flex Time Off in addition to company-paid holidays • Paid family leave, medical leave, and bereavement leave policies • Retirement saving plans • Allowance to customize your work and technology setup at home • Annual professional development stipend