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Accounting / Finance
Beacon CPA Hiring for Onboarding and Billing Specialist Job at Remote Full Time
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The role of the Onboarding & Billing Specialist is to support cross-team efforts between sales, finance, and operations with an emphasis on onboarding new clients while optimizing the client experience and ensuring Beacon continued success. This is a Full-time, remote position with a competitive pay of $23-$28 an hour.
Responsibilities:
Onboarding New Clients
- Work closely with the Sales Manager preparing contracts, gathering signed engagement letters and pertinent client information
- Own and manage the preboarding and onboarding process of potential and new clients
- Set up internal software systems with client data
- Prepare and send client welcome packages
- Inform the production team of the new client
- Discuss challenges with management if they arise
- Responsible for the customer support
- Educate the clients on Beacon best practices
- Ensure a smooth transition, guiding the client through the processes
- Manage the Standard Operating Procedures for the sales support role
Client Billing and Collections
- Prepare reports to assist with the monthly client billings
- Ensure accurate monthly billing reports and invoices
- Work closely with the Sales and Finance area
- Ensure timely and accurate processing of client invoices
- Assist clients with billing inquiries
- Responsible for collecting retainers
- Reply to client inquiries
- Manage the updating and collection of all open receivables
- Manage the Standard Operating Procedures for the Billing and Collection process
Special Projects
- Assist the tax department during tax season with gathering client data
- Help the production manager with tax e-filing
- As needed
Required Skills/Experience:
- Bachelor’s degree or equivalent
- Experience in customer support, sales, billing, marketing, business development, or account management
- Excellent interpersonal, customer service, and communication skills
- Problem solver
- Intuitive
- Avid learner
- Independent worker
- People person
- Self-driven and proactive
- Highly organized and able to multi-task
- Experience with software applications, including QuickBooks Online
- Solid presentation and writing skills
The work schedule for this position is Monday through Friday during the business hours of 9 am – 5 pm ET.
