What are the responsibilities and job description for the Billing and Collections Manager position at Taxrise?
TaxRise Inc is the nation’s fastest-growing tax relief company.
Touting both an innovative approach to tax resolution and an exciting work environment, we are unlike any ordinary tax relief firm. Each of our departments exudes its own distinctive and engaging energy, seasoned with a healthy amount of hype.
We’re on a mission to evolve the way taxpayers resolve their tax issues. Join a team who loves to celebrate, break-company-records, and most importantly, change lives. We’re the fastest-growing company in our industry and looking to expand our team, so we can truly dominate this space.
This is NOT a remote role, located in Irvine, CA.
Summary:
The Billing and Collection Manager is responsible for leading a team to ensure that clients are invoiced promptly for services provided and to resolve customer issues leading to timely collection of receivables. The Billing and Collection Manager should possess a broad understanding of the organization, including services offered, customer journey, and processes and systems, to manage the day-to-day billing function and identify solutions that benefit both the customer and company. This position is based in our Irvine, CA office and reports to the Chief Financial Officer. This role is for a strong team player who loves bringing ideas to the table, shares best practices, and who enjoys developing and growing others.
Job Duties and Responsibilities:
- Overseeing the billing process, including timeliness of billing, collections, and systems management.
- Responsible for planning, organizing, and leading a billing operations team, including setting strategic direction and closely monitoring status of payments to proactively identify and resolve issues.
- Ensuring the accuracy of billing reports and metrics and uses the information to lead productivity and accuracy of the billing team.
- Researching and resolving inquiries involving billing discrepancies, account status, adjustments, etc.
- Consistently reviewing the effectiveness of billing processes and the billing system, and makes recommendations for improvement.
- Implementing internal controls and issues policies and procedures to ensure consistency and standardization for automated billing process.
- Reviewing and documenting processes and maximizes efficiencies of team tasks.
- Maintaining strong internal and external customer relationships to ensure the immediate resolution of problems as well as being responsive to future needs.
- Maintaining healthy performance metrics such as DSO and CEI.
- Developing and preparing weekly and monthly reporting for senior management.
- Supporting team by onboarding and developing new hires, establishing time management practices, providing training on proper call handling, assisting with escalation calls, and prioritizing daily activities.
- Coordinating weekly team meetings to review team performance, procedures, review calls of the week, share best practices, and keep team motivated towards team and individual goals.
- Conducting one-on-one meetings with team members to provide individualized feedback, coaching, areas of development, personal goals and performance management.
- Providing on-the-spot feedback as needed to develop team members and help instill a culture of continuous coaching.
- Auditing team’s calls to ensure exceptional customer service is provided, scripts are followed, proper call handling techniques, and proactively identifying trends tin order to provide coaching as necessary.
- Responsible for reviewing and approving timecards, responding to time off requests, and reconciling missing punches.
- Identify and provide management suggestions for improvements to current processes to increase efficacy, customer satisfaction, customer onboarding experience, new hire training, team morale, etc.
- Be proactive and innovative. Provide senior leadership with ideas in areas of improvement. Collaborate cross-functionally to improve the overall client journey. Leverage technology to streamline processes and embrace a forward-thinking mindset.
- Performing other essential job functions as required or assigned.
Education And/OR Experience:
- Associate’s degree in Accounting, Finance or Business Administration from a two-year college.
- Minimum 5 years of related experience in accounts receivable, billing, or other closely related role.
- Minimum 2 years in a supervisor or lead role
What do we offer?
- Medical, Dental, and Vision Insurance after 60 days
- Paid Time Off (Vacation, Sick, Holidays)
- 401k Plan matching
- Opportunities for career advancement and investment in employees’ development and growth
- Company outings
- Weekly catered lunch/breakfast
The above is intended to describe the general content and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Tax Rise Inc is an equal employment opportunity employer and prohibits discrimination and retaliation in employment based on race, religious creed, color, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, uniform service member status, marital status, pregnancy, age, medical condition (cancer related or HIV/AIDS related), genetic characteristics, physical or mental disability, as well as any other category protected by federal, state, or local laws. In accordance with applicable federal and state laws protecting qualified individuals with known disabilities, Tax Rise Inc will attempt to reasonably accommodate those individuals unless doing so creates an undue hardship on the Company.
· Principals only. Recruiters, please don't contact this job poster.
· Please do NOT contact us with unsolicited services or offers
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Physical Setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Irvine, CA 92612: Reliably commute or planning to relocate before starting work (Required)
Education:
- Associate (Required)
Experience:
- Collections: 5 years (Required)
- Supervisor/Lead: 2 years (Required)
Work Location: One location